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Marshall Investment Management’s JPMorgan Chase JPM Stock Holding History

Marshall Investment Management’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
Q1 		$4.82M Buy
16,393
+941
+6% +$286K 2.31% 11
2025
Q4 		$4.98M Buy
15,452
+1,086
+8% +$336K 2.5% 12
2025
Q3 		$4.53M Buy
14,366
+12,925
+897% +$3.84M 2.4% 13
2025
Q2 		$418K Sell
1,441
-12,991
-90% -$3.32M 1.98% 16
2025
Q1 		$3.54M Sell
14,432
-1,136
-7% -$290K 2.2% 16
2024
Q4 		$3.28M Buy
+15,568
New +$3.63M 1.93% 20

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Marshall Investment Management's JPM Position: Q1 2026 in Review

Marshall Investment Management increased its JPMorgan Chase (JPM) stake by 6.1% in Q1 2026, buying an estimated $286K and bringing the position to 16,393 shares worth $4.82M. The position accounts for 2.31% of the portfolio, ranked #11.

Marshall Investment Management first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.98M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Marshall Investment Management held 16,393 shares of JPMorgan Chase worth $4.82M as of Q1 2026.
  • Marshall Investment Management bought 941 JPMorgan Chase shares in Q1 2026, an estimated $286K.
  • JPMorgan Chase made up 2.31% of Marshall Investment Management's portfolio in Q1 2026, its #11 holding.
  • Marshall Investment Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Marshall Investment Management's JPMorgan Chase position peaked at $4.98M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.