Marshall Financial Group (Pennsylvania)’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 | $401K | Buy |
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|
2025
Q2 | $352K | Hold |
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|
2025
Q1 | $298K | Hold |
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|
2024
Q4 | $291K | Sell |
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|
2024
Q3 | $299K | Sell |
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|
2024
Q2 | $455K | Buy |
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|
2024
Q1 | $448K | Buy |
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|
2023
Q4 | $378K | Buy |
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|
2023
Q3 | $320K | Buy |
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|
2023
Q2 | $319K | Sell |
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|
2023
Q1 | $588K | Buy |
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|
2022
Q4 | $603K | Buy |
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|
2022
Q3 | $468K | Buy |
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|
2022
Q2 | $503K | Buy |
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|
2022
Q1 | $606K | Buy |
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|
2021
Q4 | $702K | Buy |
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|
2021
Q3 | $724K | Buy |
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|
2021
Q2 | $686K | Buy |
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|
2021
Q1 | $669K | Buy |
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|
2020
Q4 | $557K | Buy |
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|
2020
Q3 | $420K | Buy |
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|
2020
Q2 | $409K | Buy |
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|
2020
Q1 | $390K | Sell |
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|
2019
Q4 | $615K | Buy |
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|
2019
Q3 | $517K | Buy |
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|
2019
Q2 | $490K | Hold |
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|
2019
Q1 | $444K | Hold |
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|
2018
Q4 | $428K | Buy |
|