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

Marshall Financial Group (Pennsylvania)’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
2025
Q3 		$401K Buy
1,271
+56
+5% +$16.7K 0.11% 45
2025
Q2 		$352K Hold
1,215
– – 0.11% 45
2025
Q1 		$298K Hold
1,215
– – 0.09% 47
2024
Q4 		$291K Sell
1,215
-204
-14% -$47.5K 0.09% 47
2024
Q3 		$299K Sell
1,419
-829
-37% -$175K 0.09% 47
2024
Q2 		$455K Buy
2,248
+13
+0.6% +$2.54K 0.15% 43
2024
Q1 		$448K Buy
2,235
+13
+0.6% +$2.35K 0.15% 43
2023
Q4 		$378K Buy
2,222
+17
+0.8% +$2.58K 0.13% 43
2023
Q3 		$320K Buy
2,205
+14
+0.6% +$2.1K 0.13% 42
2023
Q2 		$319K Sell
2,191
-2,324
-51% -$320K 0.12% 42
2023
Q1 		$588K Buy
4,515
+15
+0.3% +$2.06K 0.24% 35
2022
Q4 		$603K Buy
4,500
+17
+0.4% +$2.15K 0.26% 35
2022
Q3 		$468K Buy
4,483
+19
+0.4% +$2.18K 0.22% 38
2022
Q2 		$503K Buy
4,464
+17
+0.4% +$2.11K 0.23% 37
2022
Q1 		$606K Buy
4,447
+14
+0.3% +$2.07K 0.24% 36
2021
Q4 		$702K Buy
4,433
+12
+0.3% +$1.97K 0.27% 33
2021
Q3 		$724K Buy
4,421
+12
+0.3% +$1.88K 0.3% 32
2021
Q2 		$686K Buy
4,409
+12
+0.3% +$1.89K 0.29% 32
2021
Q1 		$669K Buy
4,397
+14
+0.3% +$2.01K 0.3% 32
2020
Q4 		$557K Buy
4,383
+18
+0.4% +$2.01K 0.27% 35
2020
Q3 		$420K Buy
4,365
+18
+0.4% +$1.77K 0.25% 37
2020
Q2 		$409K Buy
4,347
+19
+0.4% +$1.8K 0.27% 35
2020
Q1 		$390K Sell
4,328
-81
-2% -$9.84K 0.32% 35
2019
Q4 		$615K Buy
4,409
+14
+0.3% +$1.8K 0.42% 28
2019
Q3 		$517K Buy
4,395
+13
+0.3% +$1.47K 0.39% 28
2019
Q2 		$490K Hold
4,382
– – 0.37% 29
2019
Q1 		$444K Hold
4,382
– – 0.36% 31
2018
Q4 		$428K Buy
+4,382
New +$467K 0.41% 30

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s JPM Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) increased its JPMorgan Chase (JPM) stake by 4.6% in Q3 2025, buying an estimated $16.7K and bringing the position to 1,271 shares worth $401K. The position accounts for 0.11% of the portfolio, ranked #45.

Marshall Financial Group (Pennsylvania) first reported a position in JPM in Q4 2018 and has held it in 28 quarters since. The position peaked at $724K in Q3 2021. 4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Marshall Financial Group (Pennsylvania) held 1,271 shares of JPMorgan Chase worth $401K as of Q3 2025.
  • Marshall Financial Group (Pennsylvania) bought 56 JPMorgan Chase shares in Q3 2025, an estimated $16.7K.
  • JPMorgan Chase made up 0.11% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #45 holding.
  • Marshall Financial Group (Pennsylvania) first reported a position in JPMorgan Chase in Q4 2018 and has held it in 28 quarters since.
  • Marshall Financial Group (Pennsylvania)'s JPMorgan Chase position peaked at $724K in Q3 2021.
  • 4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.