MS
JPM icon

Marshall & Sullivan’s JPMorgan Chase JPM Stock Holding History

Marshall & Sullivan’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 		– Sell
-599
Closed -$174K – 72
2025
Q2 		$174K Buy
+599
New +$153K 0.08% 46
2023
Q1 		– Sell
-450
Closed -$60.3K – 55
2022
Q4 		$60.3K Buy
+450
New +$57K 0.04% 55
2022
Q3 		– Sell
-567
Closed -$63K – 61
2022
Q2 		$63K Buy
+567
New +$70.2K 0.04% 53
2021
Q1 		– Sell
-57
Closed -$450 – 46
2020
Q4 		$450 Sell
57
-393
-87% -$43.9K 0.04% 56
2020
Q3 		$43K Buy
+450
New +$44.2K 0.03% 51
2018
Q3 		– Sell
-450
Closed -$46.9K – 63
2018
Q2 		$46.9K Buy
+450
New +$49.4K 0.04% 61

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 & Sullivan's JPM Position: Q3 2025 in Review

Marshall & Sullivan sold out of JPMorgan Chase (JPM) in Q3 2025, closing a stake of 599 shares — an estimated $174K sold.

Marshall & Sullivan first reported a position in JPM in Q2 2018 and held it in 6 quarters. The position peaked at $174K in Q2 2025. 4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Marshall & Sullivan reported no remaining JPMorgan Chase position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sullivan sold 599 JPMorgan Chase shares in Q3 2025, an estimated $174K.
  • Marshall & Sullivan first reported a position in JPMorgan Chase in Q2 2018 and held it in 6 quarters.
  • Marshall & Sullivan's JPMorgan Chase position peaked at $174K in Q2 2025.
  • 4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.