Marshall Financial Group (Maryland)’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
Q1 | $1.48M | Sell |
5,020
-646
| -11% | -$196K | 0.24% | 80 |
|
|
2025
Q4 | $1.83M | Sell |
5,666
-389
| -6% | -$120K | 0.35% | 62 |
|
|
2025
Q3 | $1.91M | Sell |
6,055
-244
| -4% | -$72.6K | 0.37% | 61 |
|
|
2025
Q2 | $1.84M | Sell |
6,299
-371
| -6% | -$94.7K | 0.36% | 59 |
|
|
2025
Q1 | $1.64M | Buy |
6,670
+392
| +6% | +$99.9K | 0.36% | 62 |
|
|
2024
Q4 | $1.5M | Buy |
6,278
+774
| +14% | +$180K | 0.36% | 66 |
|
|
2024
Q3 | $1.16M | Buy |
5,504
+3,062
| +125% | +$645K | 0.28% | 96 |
|
|
2024
Q2 | $494K | Buy |
2,442
+93
| +4% | +$18.2K | 0.14% | 130 |
|
|
2024
Q1 | $470K | Sell |
2,349
-197
| -8% | -$35.5K | 0.14% | 130 |
|
|
2023
Q4 | $433K | Sell |
2,546
-59
| -2% | -$8.94K | 0.14% | 133 |
|
|
2023
Q3 | $378K | Sell |
2,605
-191
| -7% | -$28.6K | 0.14% | 136 |
|
|
2023
Q2 | $407K | Sell |
2,796
-16
| -0.6% | -$2.2K | 0.14% | 132 |
|
|
2023
Q1 | $366K | Sell |
2,812
-33
| -1% | -$4.52K | 0.13% | 141 |
|
|
2022
Q4 | $382K | Sell |
2,845
-242
| -8% | -$30.7K | 0.15% | 131 |
|
|
2022
Q3 | $323K | Sell |
3,087
-125
| -4% | -$14.3K | 0.14% | 141 |
|
|
2022
Q2 | $362K | Sell |
3,212
-24
| -0.7% | -$2.97K | 0.14% | 143 |
|
|
2022
Q1 | $441K | Sell |
3,236
-322
| -9% | -$47.5K | 0.18% | 147 |
|
|
2021
Q4 | $563K | Sell |
3,558
-624
| -15% | -$102K | 0.21% | 145 |
|
|
2021
Q3 | $685K | Sell |
4,182
-198
| -5% | -$31K | 0.35% | 106 |
|
|
2021
Q2 | $681K | Sell |
4,380
-16
| -0.4% | -$2.51K | 0.37% | 97 |
|
|
2021
Q1 | $669K | Buy |
4,396
+1,998
| +83% | +$287K | 0.4% | 86 |
|
|
2020
Q4 | $305K | Buy |
+2,398
| New | +$268K | 0.2% | 106 |
|
Other funds holding JPM
VCM
VPM
