Marietta Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.8M | Buy |
51,246
+489
| +1% | +$152K | 1.73% | 16 |
|
|
2026
Q1 | $14.9M | Buy |
50,757
+1,618
| +3% | +$491K | 1.77% | 14 |
|
|
2025
Q4 | $15.8M | Sell |
49,139
-350
| -0.7% | -$108K | 1.83% | 12 |
|
|
2025
Q3 | $15.6M | Buy |
49,489
+94
| +0.2% | +$28K | 1.91% | 11 |
|
|
2025
Q2 | $14.3M | Sell |
49,395
-111
| -0.2% | -$28.3K | 1.87% | 15 |
|
|
2025
Q1 | $12.1M | Sell |
49,506
-265
| -0.5% | -$67.6K | 1.78% | 14 |
|
|
2024
Q4 | $11.9M | Sell |
49,771
-530
| -1% | -$123K | 1.71% | 16 |
|
|
2024
Q3 | $10.6M | Buy |
50,301
+522
| +1% | +$110K | 1.54% | 18 |
|
|
2024
Q2 | $10.1M | Sell |
49,779
-609
| -1% | -$119K | 1.57% | 17 |
|
|
2024
Q1 | $10.1M | Sell |
50,388
-1,251
| -2% | -$226K | 1.67% | 14 |
|
|
2023
Q4 | $8.78M | Sell |
51,639
-66
| -0.1% | -$10K | 1.56% | 15 |
|
|
2023
Q3 | $7.5M | Sell |
51,705
-1,325
| -2% | -$199K | 1.49% | 19 |
|
|
2023
Q2 | $7.71M | Buy |
53,030
+1,082
| +2% | +$149K | 1.45% | 17 |
|
|
2023
Q1 | $6.77M | Sell |
51,948
-192
| -0.4% | -$26.3K | 1.44% | 19 |
|
|
2022
Q4 | $6.99M | Buy |
52,140
+5,785
| +12% | +$733K | 1.58% | 13 |
|
|
2022
Q3 | $4.84M | Buy |
46,355
+2,348
| +5% | +$269K | 1.21% | 33 |
|
|
2022
Q2 | $4.96M | Buy |
44,007
+1,390
| +3% | +$172K | 1.2% | 34 |
|
|
2022
Q1 | $5.81M | Buy |
42,617
+1,523
| +4% | +$225K | 1.22% | 33 |
|
|
2021
Q4 | $6.51M | Buy |
41,094
+667
| +2% | +$110K | 1.31% | 30 |
|
|
2021
Q3 | $6.62M | Buy |
40,427
+1,437
| +4% | +$225K | 1.45% | 23 |
|
|
2021
Q2 | $6.07M | Buy |
38,990
+278
| +0.7% | +$43.7K | 1.37% | 25 |
|
|
2021
Q1 | $5.89M | Sell |
38,712
-2,800
| -7% | -$403K | 1.47% | 21 |
|
|
2020
Q4 | $5.28M | Buy |
41,512
+463
| +1% | +$51.8K | 1.45% | 22 |
|
|
2020
Q3 | $3.95M | Buy |
41,049
+910
| +2% | +$89.4K | 1.23% | 28 |
|
|
2020
Q2 | $3.77M | Buy |
40,139
+3,197
| +9% | +$303K | 1.29% | 27 |
|
|
2020
Q1 | $3.33M | Buy |
36,942
+2,985
| +9% | +$363K | 1.3% | 29 |
|
|
2019
Q4 | $4.73M | Sell |
33,957
-156
| -0.5% | -$20K | 1.56% | 16 |
|
|
2019
Q3 | $4.01M | Buy |
34,113
+1,148
| +3% | +$130K | 1.46% | 19 |
|
|
2019
Q2 | $3.69M | Buy |
32,965
+780
| +2% | +$86K | 1.44% | 22 |
|
|
2019
Q1 | $3.26M | Buy |
32,185
+1,725
| +6% | +$178K | 1.34% | 25 |
|
|
2018
Q4 | $2.97M | Buy |
30,460
+1,202
| +4% | +$128K | 1.42% | 24 |
|
|
2018
Q3 | $3.3M | Buy |
29,258
+182
| +0.6% | +$20.7K | 1.46% | 18 |
|
|
2018
Q2 | $3.03M | Buy |
29,076
+1,524
| +6% | +$167K | 1.48% | 18 |
|
|
2018
Q1 | $3.03M | Sell |
27,552
-397
| -1% | -$45K | 1.59% | 18 |
|
|
2017
Q4 | $2.99M | Sell |
27,949
-237
| -0.8% | -$24K | 1.62% | 15 |
|
|
2017
Q3 | $2.69M | Sell |
28,186
-1,355
| -5% | -$125K | 1.51% | 20 |
|
|
2017
Q2 | $2.7M | Buy |
29,541
+820
| +3% | +$70.8K | 1.64% | 14 |
|
|
2017
Q1 | $2.52M | Buy |
28,721
+4,401
| +18% | +$388K | 1.68% | 14 |
|
|
2016
Q4 | $2.1M | Buy |
+24,320
| New | +$1.85M | 1.68% | 11 |
|
Other funds holding JPM
Marietta Wealth Management's JPM Position: Q2 2026 in Review
Marietta Wealth Management increased its JPMorgan Chase (JPM) stake by 0.96% in Q2 2026, buying an estimated $152K and bringing the position to 51,246 shares worth $16.8M. The position accounts for 1.73% of the portfolio, ranked #16.
Marietta Wealth Management first reported a position in JPM in Q4 2016 and has held it in 39 quarters since. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Marietta Wealth Management held 51,246 shares of JPMorgan Chase worth $16.8M as of Q2 2026.
- Marietta Wealth Management bought 489 JPMorgan Chase shares in Q2 2026, an estimated $152K.
- JPMorgan Chase made up 1.73% of Marietta Wealth Management's portfolio in Q2 2026, its #16 holding.
- Marietta Wealth Management first reported a position in JPMorgan Chase in Q4 2016 and has held it in 39 quarters since.
- 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.