MWM
JPM icon

Marion Wealth Management’s JPMorgan Chase JPM Stock Holding History

Marion Wealth Management’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
2026
Q2 		$5.09M Buy
15,540
+338
+2% +$105K 1.03% 25
2026
Q1 		$4.47M Buy
15,202
+1,364
+10% +$414K 0.99% 26
2025
Q4 		$4.12M Buy
13,838
+55
+0.4% +$17K 0.92% 28
2025
Q3 		$4.35M Sell
13,783
-32
-0.2% -$9.52K 1.03% 27
2025
Q2 		$4.01M Sell
13,815
-654
-5% -$167K 1% 26
2025
Q1 		$3.55M Sell
14,469
-2,279
-14% -$581K 0.95% 27
2024
Q4 		$4.01M Sell
16,748
-24
-0.1% -$5.59K 1.06% 28
2024
Q3 		$3.54M Buy
16,772
+636
+4% +$134K 0.94% 28
2024
Q2 		$3.26M Buy
16,136
+250
+2% +$48.9K 0.96% 29
2024
Q1 		$3.18M Buy
15,886
+70
+0.4% +$12.6K 0.95% 27
2023
Q4 		$2.69M Sell
15,816
-102
-0.6% -$15.5K 0.86% 32
2023
Q3 		$2.31M Sell
15,918
-174
-1% -$26.1K 0.81% 27
2023
Q2 		$2.34M Buy
16,092
+852
+6% +$117K 0.83% 28
2023
Q1 		$1.99M Buy
15,240
+892
+6% +$122K 0.74% 34
2022
Q4 		$1.92M Buy
14,348
+873
+6% +$111K 0.81% 31
2022
Q3 		$1.41M Buy
13,475
+141
+1% +$16.2K 0.72% 31
2022
Q2 		$1.5M Buy
13,334
+3,965
+42% +$491K 0.79% 31
2022
Q1 		$1.28M Buy
9,369
+129
+1% +$19K 0.62% 36
2021
Q4 		$1.46M Buy
+9,240
New +$1.52M 0.69% 32

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Marion Wealth Management's JPM Position: Q2 2026 in Review

Marion Wealth Management increased its JPMorgan Chase (JPM) stake by 2.2% in Q2 2026, buying an estimated $105K and bringing the position to 15,540 shares worth $5.09M. The position accounts for 1.03% of the portfolio, ranked #25.

Marion Wealth Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Marion Wealth Management held 15,540 shares of JPMorgan Chase worth $5.09M as of Q2 2026.
  • Marion Wealth Management bought 338 JPMorgan Chase shares in Q2 2026, an estimated $105K.
  • JPMorgan Chase made up 1.03% of Marion Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Marion Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.