Scott Marsh Financial’s JPMorgan Chase JPM Stock Holding History

Scott Marsh Financial’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 Q2	$2.31M	Buy	+7,972	New	+$2.03M	0.86%	20

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Scott Marsh Financial's JPM Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in JPMorgan Chase (JPM) in Q2 2025: 7,972 shares worth $2.31M. The stake represents 0.86% of the portfolio and ranks #20 among its holdings.

4,740 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

Scott Marsh Financial held 7,972 shares of JPMorgan Chase worth $2.31M as of Q2 2025.
JPMorgan Chase was a new Scott Marsh Financial position in Q2 2025.
JPMorgan Chase made up 0.86% of Scott Marsh Financial's portfolio in Q2 2025, its #20 holding.
4,740 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.