MIM
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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
Q2 		$5.78M Buy
17,670
+1,277
+8% +$397K 2.4% 12
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 $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 Investment Management's JPM Position: Q2 2026 in Review

Marshall Investment Management increased its JPMorgan Chase (JPM) stake by 7.8% in Q2 2026, buying an estimated $397K and bringing the position to 17,670 shares worth $5.78M. The position accounts for 2.4% of the portfolio, ranked #12.

Marshall Investment Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,136 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Marshall Investment Management held 17,670 shares of JPMorgan Chase worth $5.78M as of Q2 2026.
  • Marshall Investment Management bought 1,277 JPMorgan Chase shares in Q2 2026, an estimated $397K.
  • JPMorgan Chase made up 2.4% of Marshall Investment Management's portfolio in Q2 2026, its #12 holding.
  • Marshall Investment Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 5,136 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.