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Marcum Wealth’s JPMorgan Chase JPM Stock Holding History

Marcum Wealth’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$6.56M Sell
26,761
-8,424
-24% -$2.15M 0.57% 25
2024
Q4 		$8.43M Buy
35,185
+628
+2% +$146K 0.73% 24
2024
Q3 		$7.29M Sell
34,557
-54
-0.2% -$11.4K 0.68% 21
2024
Q2 		$7M Buy
34,611
+403
+1% +$78.8K 0.7% 21
2024
Q1 		$6.85M Sell
34,208
-935
-3% -$169K 0.69% 20
2023
Q4 		$5.98M Sell
35,143
-49
-0.1% -$7.43K 0.64% 20
2023
Q3 		$5.1M Sell
35,192
-169
-0.5% -$25.3K 0.61% 19
2023
Q2 		$5.14M Buy
35,361
+730
+2% +$100K 0.6% 19
2023
Q1 		$4.51M Buy
34,631
+1,642
+5% +$225K 0.56% 21
2022
Q4 		$4.42M Buy
32,989
+373
+1% +$47.3K 0.59% 21
2022
Q3 		$3.41M Buy
32,616
+1,094
+3% +$126K 0.52% 20
2022
Q2 		$3.55M Buy
31,522
+1,822
+6% +$226K 0.53% 20
2022
Q1 		$4.05M Sell
29,700
-675
-2% -$99.6K 0.56% 20
2021
Q4 		$4.81M Buy
30,375
+745
+3% +$122K 0.67% 19
2021
Q3 		$4.85M Sell
29,630
-4,381
-13% -$687K 0.76% 18
2021
Q2 		$5.29M Buy
34,011
+414
+1% +$65K 0.86% 16
2021
Q1 		$5.12M Buy
33,597
+11,899
+55% +$1.71M 0.84% 16
2020
Q4 		$2.76M Buy
21,698
+6,075
+39% +$679K 0.65% 19
2020
Q3 		$1.5M Buy
15,623
+7,151
+84% +$702K 0.46% 30
2020
Q2 		$797K Buy
8,472
+959
+13% +$91K 0.25% 42
2020
Q1 		$676K Buy
7,513
+524
+7% +$63.7K 0.26% 31
2019
Q4 		$974K Buy
+6,989
New +$896K 0.37% 30

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Marcum Wealth's JPM Position: Q1 2025 in Review

Marcum Wealth reduced its JPMorgan Chase (JPM) stake by 24% in Q1 2025, selling an estimated $2.15M and leaving 26,761 shares worth $6.56M. The position accounts for 0.57% of the portfolio, ranked #25.

Marcum Wealth first reported a position in JPM in Q4 2019 and has held it in 22 quarters since. The position peaked at $8.43M in Q4 2024. 4,665 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

  • Marcum Wealth held 26,761 shares of JPMorgan Chase worth $6.56M as of Q1 2025.
  • Marcum Wealth sold 8,424 JPMorgan Chase shares in Q1 2025, an estimated $2.15M.
  • JPMorgan Chase made up 0.57% of Marcum Wealth's portfolio in Q1 2025, its #25 holding.
  • Marcum Wealth first reported a position in JPMorgan Chase in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's JPMorgan Chase position peaked at $8.43M in Q4 2024.
  • 4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.