MGWM
JPM icon

Marks Group Wealth Management’s JPMorgan Chase JPM Stock Holding History

Marks Group 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 		$7.03M Buy
21,463
+669
+3% +$208K 0.61% 32
2026
Q1 		$6.12M Buy
20,794
+2,434
+13% +$739K 0.59% 62
2025
Q4 		$5.92M Buy
18,360
+3,448
+23% +$1.07M 0.57% 67
2025
Q3 		$4.7M Sell
14,912
-71
-0.5% -$21.1K 0.44% 86
2025
Q2 		$4.34M Sell
14,983
-5,267
-26% -$1.34M 0.4% 84
2025
Q1 		$4.97M Sell
20,250
-79
-0.4% -$20.1K 0.48% 78
2024
Q4 		$4.87M Sell
20,329
-295
-1% -$68.7K 0.48% 79
2024
Q3 		$4.35M Sell
20,624
-214
-1% -$45.1K 0.42% 85
2024
Q2 		$4.21M Sell
20,838
-745
-3% -$146K 0.44% 80
2024
Q1 		$4.32M Sell
21,583
-1,834
-8% -$331K 0.45% 81
2023
Q4 		$3.98M Sell
23,417
-1,674
-7% -$254K 0.45% 79
2023
Q3 		$3.64M Sell
25,091
-1,304
-5% -$195K 0.45% 82
2023
Q2 		$3.84M Sell
26,395
-3,234
-11% -$445K 0.46% 83
2023
Q1 		$3.86M Buy
29,629
+1,415
+5% +$194K 0.49% 80
2022
Q4 		$3.78M Buy
28,214
+1,631
+6% +$207K 0.52% 78
2022
Q3 		$2.78M Buy
26,583
+4,996
+23% +$573K 0.42% 86
2022
Q2 		$2.43M Buy
21,587
+14,593
+209% +$1.81M 0.35% 92
2022
Q1 		$953K Buy
6,994
+1,109
+19% +$164K 0.12% 169
2021
Q4 		$934K Buy
5,885
+1,347
+30% +$221K 0.11% 180
2021
Q3 		$740K Buy
4,538
+1,574
+53% +$247K 0.1% 176
2021
Q2 		$462K Buy
2,964
+115
+4% +$18.1K 0.06% 189
2021
Q1 		$433K Buy
2,849
+133
+5% +$19.1K 0.06% 185
2020
Q4 		$345K Hold
2,716
– – 0.05% 197
2020
Q3 		$261K Sell
2,716
-53
-2% -$5.21K 0.05% 214
2020
Q2 		$260K Sell
2,769
-5,280
-66% -$501K 0.05% 205
2020
Q1 		$728K Buy
8,049
+53
+0.7% +$6.44K 0.19% 132
2019
Q4 		$1.11M Buy
+7,996
New +$1.03M 0.22% 129

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

Marks Group Wealth Management's JPM Position: Q2 2026 in Review

Marks Group Wealth Management increased its JPMorgan Chase (JPM) stake by 3.2% in Q2 2026, buying an estimated $208K and bringing the position to 21,463 shares worth $7.03M. The position accounts for 0.61% of the portfolio, ranked #32.

Marks Group Wealth Management first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Marks Group Wealth Management held 21,463 shares of JPMorgan Chase worth $7.03M as of Q2 2026.
  • Marks Group Wealth Management bought 669 JPMorgan Chase shares in Q2 2026, an estimated $208K.
  • JPMorgan Chase made up 0.61% of Marks Group Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Marks Group Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.