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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.91M | Sell |
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|
2025
Q2 | $1.84M | Sell |
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|
2025
Q1 | $1.64M | Buy |
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|
2024
Q4 | $1.5M | Buy |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $494K | Buy |
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|
2024
Q1 | $470K | Sell |
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|
2023
Q4 | $433K | Sell |
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|
2023
Q3 | $378K | Sell |
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|
2023
Q2 | $407K | Sell |
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|
2023
Q1 | $366K | Sell |
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|
2022
Q4 | $382K | Sell |
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|
2022
Q3 | $323K | Sell |
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|
2022
Q2 | $362K | Sell |
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|
2022
Q1 | $441K | Sell |
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|
2021
Q4 | $563K | Sell |
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|
2021
Q3 | $685K | Sell |
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|
2021
Q2 | $681K | Sell |
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|
2021
Q1 | $669K | Buy |
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|
2020
Q4 | $305K | Buy |
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