Marshall & Sullivan’s JPMorgan Chase JPM Stock Holding History

Marshall & Sullivan’s Portfolio JPM Stock Details JPM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$174K	Buy
2023 Q1	–	Sell
2022 Q4	$60.3K	Buy
2022 Q3	–	Sell
2022 Q2	$63K	Buy
2021 Q1	–	Sell
2020 Q4	$450	Sell
2020 Q3	$43K	Buy
2018 Q3	–	Sell
2018 Q2	$46.9K	Buy