Marshall Financial Group (Pennsylvania)’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 | $352K | Hold |
1,215
| – | – | 0.11% | 45 |
|
|
2025
Q1 | $298K | Hold |
1,215
| – | – | 0.09% | 47 |
|
|
2024
Q4 | $291K | Sell |
1,215
-204
| -14% | -$48.9K | 0.09% | 47 |
|
|
2024
Q3 | $299K | Sell |
1,419
-829
| -37% | -$175K | 0.09% | 47 |
|
|
2024
Q2 | $455K | Buy |
2,248
+13
| +0.6% | +$2.63K | 0.15% | 43 |
|
|
2024
Q1 | $448K | Buy |
2,235
+13
| +0.6% | +$2.6K | 0.15% | 43 |
|
|
2023
Q4 | $378K | Buy |
2,222
+17
| +0.8% | +$2.89K | 0.13% | 43 |
|
|
2023
Q3 | $320K | Buy |
2,205
+14
| +0.6% | +$2.03K | 0.13% | 42 |
|
|
2023
Q2 | $319K | Sell |
2,191
-2,324
| -51% | -$338K | 0.12% | 42 |
|
|
2023
Q1 | $588K | Buy |
4,515
+15
| +0.3% | +$1.96K | 0.24% | 35 |
|
|
2022
Q4 | $603K | Buy |
4,500
+17
| +0.4% | +$2.28K | 0.26% | 35 |
|
|
2022
Q3 | $468K | Buy |
4,483
+19
| +0.4% | +$1.98K | 0.22% | 38 |
|
|
2022
Q2 | $503K | Buy |
4,464
+17
| +0.4% | +$1.92K | 0.23% | 37 |
|
|
2022
Q1 | $606K | Buy |
4,447
+14
| +0.3% | +$1.91K | 0.24% | 36 |
|
|
2021
Q4 | $702K | Buy |
4,433
+12
| +0.3% | +$1.9K | 0.27% | 33 |
|
|
2021
Q3 | $724K | Buy |
4,421
+12
| +0.3% | +$1.97K | 0.3% | 32 |
|
|
2021
Q2 | $686K | Buy |
4,409
+12
| +0.3% | +$1.87K | 0.29% | 32 |
|
|
2021
Q1 | $669K | Buy |
4,397
+14
| +0.3% | +$2.13K | 0.3% | 32 |
|
|
2020
Q4 | $557K | Buy |
4,383
+18
| +0.4% | +$2.29K | 0.27% | 35 |
|
|
2020
Q3 | $420K | Buy |
4,365
+18
| +0.4% | +$1.73K | 0.25% | 37 |
|
|
2020
Q2 | $409K | Buy |
4,347
+19
| +0.4% | +$1.79K | 0.27% | 35 |
|
|
2020
Q1 | $390K | Sell |
4,328
-81
| -2% | -$7.3K | 0.32% | 35 |
|
|
2019
Q4 | $615K | Buy |
4,409
+14
| +0.3% | +$1.95K | 0.42% | 28 |
|
|
2019
Q3 | $517K | Buy |
4,395
+13
| +0.3% | +$1.53K | 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 | +$428K | 0.41% | 30 |
|