Marshall Financial Group LLC Jpmorgan Chase & CO Transaction History

Marshall Financial Group LLC

$408 Million
Q4 2024

A detailed history of Marshall Financial Group LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Marshall Financial Group LLC holds 6,278 shares of JPM stock, worth $1.68 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

6,278

Previous 5,504 14.06%

Holding current value

$1.68 Million

Previous $1.16 Million 29.66%

% of portfolio

0.37%

Previous 0.28%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$205.18 - $250.29 $158,809 - $193,724	774 Added 14.06%	6,278 $1.5 Million
Q3 2024 Oct 16, 2024	BUY	$194.9 - $224.8 $596,783 - $688,337	3,062 Added 125.39%	5,504 $1.16 Million
Q2 2024 Jul 19, 2024	BUY	$180.08 - $204.79 $16,747 - $19,045	93 Added 3.96%	2,442 $493,000
Q1 2024 Apr 19, 2024	SELL	$167.09 - $200.3 $32,916 - $39,459	-197 Reduced 7.74%	2,349 $470,000
Q4 2023 Jan 10, 2024	SELL	$135.69 - $170.3 $8,005 - $10,047	-59 Reduced 2.26%	2,546 $433,000
Q3 2023 Oct 19, 2023	SELL	$143.21 - $158.0 $27,353 - $30,178	-191 Reduced 6.83%	2,605 $377,000
Q2 2023 Jul 17, 2023	SELL	$127.47 - $145.44 $2,039 - $2,327	-16 Reduced 0.57%	2,796 $406,000
Q1 2023 Apr 18, 2023	SELL	$124.91 - $143.8 $4,122 - $4,745	-33 Reduced 1.16%	2,812 $366,000
Q4 2022 Feb 01, 2023	SELL	$101.96 - $137.84 $24,674 - $33,357	-242 Reduced 7.84%	2,845 $381,000
Q3 2022 Oct 12, 2022	SELL	$20.73 - $120.58 $2,591 - $15,072	-125 Reduced 3.89%	3,087 $323,000
Q2 2022 Jul 25, 2022	SELL	$112.61 - $135.91 $2,702 - $3,261	-24 Reduced 0.74%	3,212 $362,000
Q1 2022 May 10, 2022	SELL	$128.3 - $168.44 $41,312 - $54,237	-322 Reduced 9.05%	3,236 $441,000
Q4 2021 Jan 27, 2022	SELL	$153.94 - $171.78 $96,058 - $107,190	-624 Reduced 14.92%	3,558 $563,000
Q3 2021 Oct 28, 2021	SELL	$146.97 - $166.98 $29,100 - $33,062	-198 Reduced 4.52%	4,182 $685,000
Q2 2021 Jul 14, 2021	SELL	$147.37 - $166.44 $2,357 - $2,663	-16 Reduced 0.36%	4,380 $681,000
Q1 2021 Apr 20, 2021	BUY	$125.65 - $157.65 $251,048 - $314,984	1,998 Added 83.32%	4,396 $669,000
Q4 2020 Jan 29, 2021	BUY	$96.54 - $127.07 $231,502 - $304,713	2,398 New	2,398 $305,000

Others Institutions Holding JPM

# of Institutions

4,745

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.8M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $784B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

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Marshall Financial Group LLC Jpmorgan Chase & CO Transaction History