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Marshall Financial Group (Maryland)’s JPMorgan Chase JPM Stock Holding History

Marshall Financial Group (Maryland)’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 		$1.5M Sell
4,585
-435
-9% -$135K 0.22% 89
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

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

Marshall Financial Group (Maryland)'s JPM Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its JPMorgan Chase (JPM) stake by 8.7% in Q2 2026, selling an estimated $135K and leaving 4,585 shares worth $1.5M. The position accounts for 0.22% of the portfolio, ranked #89.

Marshall Financial Group (Maryland) first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.91M in Q3 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Marshall Financial Group (Maryland) held 4,585 shares of JPMorgan Chase worth $1.5M as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 435 JPMorgan Chase shares in Q2 2026, an estimated $135K.
  • JPMorgan Chase made up 0.22% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #89 holding.
  • Marshall Financial Group (Maryland) first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Marshall Financial Group (Maryland)'s JPMorgan Chase position peaked at $1.91M in Q3 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.