Marshall Financial Group (Maryland)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Sell |
6,299
-371
| -6% | -$108K | 0.36% | 59 |
|
|
2025
Q1 | $1.64M | Buy |
6,670
+392
| +6% | +$96.2K | 0.36% | 62 |
|
|
2024
Q4 | $1.5M | Buy |
6,278
+774
| +14% | +$186K | 0.36% | 66 |
|
|
2024
Q3 | $1.16M | Buy |
5,504
+3,062
| +125% | +$646K | 0.28% | 96 |
|
|
2024
Q2 | $494K | Buy |
2,442
+93
| +4% | +$18.8K | 0.14% | 130 |
|
|
2024
Q1 | $470K | Sell |
2,349
-197
| -8% | -$39.5K | 0.14% | 130 |
|
|
2023
Q4 | $433K | Sell |
2,546
-59
| -2% | -$10K | 0.14% | 133 |
|
|
2023
Q3 | $378K | Sell |
2,605
-191
| -7% | -$27.7K | 0.14% | 136 |
|
|
2023
Q2 | $407K | Sell |
2,796
-16
| -0.6% | -$2.33K | 0.14% | 132 |
|
|
2023
Q1 | $366K | Sell |
2,812
-33
| -1% | -$4.3K | 0.13% | 141 |
|
|
2022
Q4 | $382K | Sell |
2,845
-242
| -8% | -$32.5K | 0.15% | 131 |
|
|
2022
Q3 | $323K | Sell |
3,087
-125
| -4% | -$13.1K | 0.14% | 141 |
|
|
2022
Q2 | $362K | Sell |
3,212
-24
| -0.7% | -$2.71K | 0.14% | 143 |
|
|
2022
Q1 | $441K | Sell |
3,236
-322
| -9% | -$43.9K | 0.18% | 147 |
|
|
2021
Q4 | $563K | Sell |
3,558
-624
| -15% | -$98.7K | 0.21% | 145 |
|
|
2021
Q3 | $685K | Sell |
4,182
-198
| -5% | -$32.4K | 0.35% | 106 |
|
|
2021
Q2 | $681K | Sell |
4,380
-16
| -0.4% | -$2.49K | 0.37% | 97 |
|
|
2021
Q1 | $669K | Buy |
4,396
+1,998
| +83% | +$304K | 0.4% | 86 |
|
|
2020
Q4 | $305K | Buy |
+2,398
| New | +$305K | 0.2% | 106 |
|