Marshall Financial Group, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1841496 Hunt Valley, MD

Position in JPM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,500,808

+$24,125 QoQ

Shares Held

4,585

-8.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#3,251

of 5,058 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Marshall Financial Group, LLC holds $3,458,660 across 4 Banks - Diversified names. JPM ranks #1 (43.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	4,585	$1,500,808
2	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	34,311	$859,833
3	BAC	Bank Of America Corp /De/	14,532	$828,033
4	BNY	Bank of New York Mellon Corp	1,867	$269,986

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,500,808	4,585	-8.7%	Shares	Sole	2026-07-20
2026-03-31	$1,476,683	5,020	-11.4%	Shares	Sole	2026-04-13
2025-12-31	$1,825,698	5,666	-6.4%	Shares	Sole	2026-01-09
2025-09-30	$1,909,928	6,055	-3.9%	Shares	Sole	2025-10-08
2025-06-30	$1,826,143	6,299	-5.6%	Shares	Sole	2025-07-10
2025-03-31	$1,636,151	6,670	+6.2%	Shares	Sole	2025-04-16
2024-12-31	$1,504,899	6,278	+14.1%	Shares	Sole	2025-01-21
2024-09-30	$1,160,573	5,504	+125.4%	Shares	Sole	2024-10-16
2024-06-30	$493,918	2,442	+4.0%	Shares	Sole	2024-07-19
2024-03-31	$470,504	2,349	-7.7%	Shares	Sole	2024-04-19
2023-12-31	$433,074	2,546	-2.3%	Shares	Sole	2024-01-10
2023-09-30	$377,777	2,605	-6.8%	Shares	Sole	2023-10-19
2023-06-30	$406,650	2,796	-0.6%	Shares	Sole	2023-07-17
2023-03-31	$366,431	2,812	-1.2%	Shares	Sole	2023-04-18
2022-12-31	$381,514	2,845	-7.8%	Shares	Sole	2023-02-01
2022-09-30	$322,591	3,087	-3.9%	Shares	Sole	2022-10-12
2022-06-30	$361,703	3,212	-0.7%	Shares	Sole	2022-07-25
2022-03-31	$441,131	3,236	-9.1%	Shares	Sole	2022-05-10
2021-12-31	$563,409	3,558	-14.9%	Shares	Sole	2022-01-27
2021-09-30	$684,551	4,182	-4.5%	Shares	Sole	2021-10-28
2021-06-30	$681,265	4,380	-0.4%	Shares	Sole	2021-07-14
2021-03-31	$669,203	4,396	+83.3%	Shares	Sole	2021-04-20
2020-12-31	$304,713	2,398	—	Shares	Sole	2021-01-29
No filing history on record for this holder in this stock.