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JPMorgan Chase & Co. shares owned by Marshall Investment Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Marshall Investment Management from 13F filings

Historical chart of Marshall Investment Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Marshall Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Marshall Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.5M 14k 315.43
2025-06-30 $418k 1.4k 289.91
2025-03-31 $3.5M 14k 245.30

More positions owned by Marshall Investment Management

Spdr Gold Tr Gold Shs (GLD)
Fidelity Covington Trust Fidelity Fund Lr (FFLG)
Microsoft Corporation (MSFT)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)
Fidelity Covington Trust Enhanced Mid (FMDE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
First Tr Exchange Traded Rba Indl Etf (AIRR)

View all positions for Marshall Investment Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.