Marshall Financial Group Inc Jpmorgan Chase & CO Transaction History

Marshall Financial Group Inc

$331 Million
Q3 2024

A detailed history of Marshall Financial Group Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Marshall Financial Group Inc holds 1,419 shares of JPM stock, worth $337,154. This represents 0.09% of its overall portfolio holdings.

Number of Shares

1,419

Previous 2,248 36.88%

Holding current value

$337,154

Previous $454,000 34.14%

% of portfolio

0.09%

Previous 0.15%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$194.9 - $224.8 $161,572 - $186,359	-829 Reduced 36.88%	1,419 $299,000
Q2 2024 Aug 09, 2024	BUY	$180.08 - $204.79 $2,341 - $2,662	13 Added 0.58%	2,248 $454,000
Q1 2024 May 08, 2024	BUY	$167.09 - $200.3 $2,172 - $2,603	13 Added 0.59%	2,235 $447,000
Q4 2023 Feb 07, 2024	BUY	$135.69 - $170.3 $2,306 - $2,895	17 Added 0.77%	2,222 $377,000
Q3 2023 Nov 02, 2023	BUY	$143.21 - $158.0 $2,004 - $2,212	14 Added 0.64%	2,205 $319,000
Q2 2023 Aug 10, 2023	SELL	$127.47 - $145.44 $296,240 - $338,002	-2,324 Reduced 51.47%	2,191 $318,000
Q1 2023 May 02, 2023	BUY	$124.91 - $143.8 $1,873 - $2,157	15 Added 0.33%	4,515 $588,000
Q4 2022 Feb 03, 2023	BUY	$101.96 - $137.84 $1,733 - $2,343	17 Added 0.38%	4,500 $603,000
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $393 - $2,291	19 Added 0.43%	4,483 $468,000
Q2 2022 Aug 10, 2022	BUY	$112.61 - $135.91 $1,914 - $2,310	17 Added 0.38%	4,464 $503,000
Q1 2022 May 10, 2022	BUY	$128.3 - $168.44 $1,796 - $2,358	14 Added 0.32%	4,447 $606,000
Q4 2021 Feb 08, 2022	BUY	$153.94 - $171.78 $1,847 - $2,061	12 Added 0.27%	4,433 $702,000
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $1,763 - $2,003	12 Added 0.27%	4,421 $724,000
Q2 2021 Jul 29, 2021	BUY	$147.37 - $166.44 $1,768 - $1,997	12 Added 0.27%	4,409 $686,000
Q1 2021 May 10, 2021	BUY	$125.65 - $157.65 $1,759 - $2,207	14 Added 0.32%	4,397 $669,000
Q4 2020 Feb 04, 2021	BUY	$96.54 - $127.07 $1,737 - $2,287	18 Added 0.41%	4,383 $557,000
Q3 2020 Nov 10, 2020	BUY	$91.28 - $103.82 $1,643 - $1,868	18 Added 0.41%	4,365 $420,000
Q2 2020 Jul 27, 2020	BUY	$84.03 - $113.45 $1,596 - $2,155	19 Added 0.44%	4,347 $409,000
Q1 2020 Apr 23, 2020	SELL	$79.03 - $141.09 $6,401 - $11,428	-81 Reduced 1.84%	4,328 $390,000
Q4 2019 Feb 05, 2020	BUY	$111.82 - $139.4 $1,565 - $1,951	14 Added 0.32%	4,409 $615,000
Q3 2019 Oct 30, 2019	BUY	$104.8 - $120.23 $1,362 - $1,562	13 Added 0.3%	4,395 $517,000
Q4 2018 Feb 11, 2019	BUY	$92.14 - $115.32 $403,757 - $505,332	4,382 New	4,382 $428,000

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

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About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $697B
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 Inc Jpmorgan Chase & CO Transaction History