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JPMorgan Chase & Co. shares owned by Marshall Financial Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Marshall Financial Group from 13F filings

Historical chart of Marshall Financial Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Marshall Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Marshall Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $448k 2.2k 200.31
2023-12-31 $378k 2.2k 170.06
2023-09-30 $320k 2.2k 145.02
2023-06-30 $319k 2.2k 145.44
2023-03-31 $588k 4.5k 130.32
2022-12-31 $604k 4.5k 134.10
2022-09-30 $468k 4.5k 104.39
2022-06-30 $503k 4.5k 112.68
2022-03-31 $606k 4.4k 136.27
2021-12-31 $702k 4.4k 158.36
2021-09-30 $724k 4.4k 163.76
2021-06-30 $686k 4.4k 155.59
2021-03-31 $669k 4.4k 152.15
2020-12-31 $557k 4.4k 127.08
2020-09-30 $420k 4.4k 96.22
2020-06-30 $409k 4.3k 94.09
2020-03-31 $390k 4.3k 90.11
2019-12-31 $615k 4.4k 139.49
2019-09-30 $517k 4.4k 117.63
2019-06-30 $490k 4.4k 111.82
2019-03-31 $444k 4.4k 101.32
2018-12-31 $428k 4.4k 97.67