MAM
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Marquette Asset Management’s JPMorgan Chase JPM Stock Holding History

Marquette Asset 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
Q3 		$248K Buy
749
+70
+10% +$24.5K 0.03% 51
2026
Q2 		$222K Sell
679
-73
-10% -$22.7K 0.03% 93
2026
Q1 		$221K Buy
752
+62
+9% +$18.8K 0.03% 52
2025
Q4 		$222K Buy
690
+56
+9% +$17.3K 0.03% 54
2025
Q3 		$200K Buy
634
+234
+59% +$69.6K 0.03% 57
2025
Q2 		$116K Hold
400
– – 0.02% 59
2025
Q1 		$98.1K Hold
400
– – 0.02% 75
2024
Q4 		$95.9K Hold
400
– – 0.02% 126
2024
Q3 		$84.3K Hold
400
– – 0.01% 144
2024
Q2 		$80.9K Hold
400
– – 0.01% 123
2024
Q1 		$80.1K Hold
400
– – 0.01% 126
2023
Q4 		$68K Hold
400
– – 0.01% 134
2023
Q3 		$58K Hold
400
– – 0.01% 135
2023
Q2 		$58.2K Hold
400
– – 0.01% 140
2023
Q1 		$52.1K Hold
400
– – 0.01% 146
2022
Q4 		$53.6K Sell
400
-823
-67% -$104K 0.02% 149
2022
Q3 		$128K Sell
1,223
-335
-22% -$38.4K 0.04% 89
2022
Q2 		$175K Hold
1,558
– – 0.05% 85
2022
Q1 		$212K Hold
1,558
– – 0.05% 93
2021
Q4 		$247K Sell
1,558
-24
-2% -$3.94K 0.05% 85
2021
Q3 		$259K Buy
1,582
+24
+2% +$3.76K 0.06% 81
2021
Q2 		$242K Hold
1,558
– – 0.05% 80
2021
Q1 		$237K Hold
1,558
– – 0.06% 79
2020
Q4 		$198K Hold
1,558
– – 0.05% 92
2020
Q3 		$150K Hold
1,558
– – 0.04% 84
2020
Q2 		$147K Hold
1,558
– – 0.05% 86
2020
Q1 		$140K Buy
1,558
+400
+35% +$48.6K 0.06% 82
2019
Q4 		$161K Hold
1,158
– – 0.05% 77
2019
Q3 		$136K Buy
1,158
+200
+21% +$22.6K 0.05% 86
2019
Q2 		$107K Hold
958
– – 0.04% 94
2019
Q1 		$97K Buy
+958
New +$98.7K 0.03% 103

Other funds holding JPM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Marquette Asset Management's JPM Position: Q3 2026 in Review

Marquette Asset Management increased its JPMorgan Chase (JPM) stake by 10% in Q3 2026, buying an estimated $24.5K and bringing the position to 749 shares worth $248K. The position accounts for 0.03% of the portfolio, ranked #51.

Marquette Asset Management first reported a position in JPM in Q1 2019 and has held it in 31 quarters since. The position peaked at $259K in Q3 2021. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Marquette Asset Management held 749 shares of JPMorgan Chase worth $248K as of Q3 2026.
  • Marquette Asset Management bought 70 JPMorgan Chase shares in Q3 2026, an estimated $24.5K.
  • JPMorgan Chase made up 0.03% of Marquette Asset Management's portfolio in Q3 2026, its #51 holding.
  • Marquette Asset Management first reported a position in JPMorgan Chase in Q1 2019 and has held it in 31 quarters since.
  • Marquette Asset Management's JPMorgan Chase position peaked at $259K in Q3 2021.
  • 283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.