Marks Group Wealth Management, Inc

SEC CIK: 0001802473
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Marks Group Wealth Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 21,463
Value: $7.03M
% of portfolio: 0.6%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Marks Group Wealth Management, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	21,463	$7.03M	0.6%	+669+3.2%	Added	Holders
Q1 2026	20,794	$6.12M	0.6%	+2,434+13.3%	Added	Holders
Q4 2025	18,360	$5.92M	0.6%	+3,448+23.1%	Added	Holders
Q3 2025	14,912	$4.70M	0.4%	−71−0.5%	Reduced	Holders
Q2 2025	14,983	$4.34M	0.4%	−5,267−26.0%	Reduced	Holders
Q1 2025	20,250	$4.97M	0.5%	−79−0.4%	Reduced	Holders
Q4 2024	20,329	$4.87M	0.5%	−295−1.4%	Reduced	Holders
Q3 2024	20,624	$4.35M	0.4%	−214−1.0%	Reduced	Holders
Q2 2024	20,838	$4.21M	0.4%	−745−3.5%	Reduced	Holders
Q1 2024	21,583	$4.32M	0.5%	−1,834−7.8%	Reduced	Holders
Q4 2023	23,417	$3.98M	0.5%	−1,674−6.7%	Reduced	Holders
Q3 2023	25,091	$3.64M	0.5%	−1,304−4.9%	Reduced	Holders
Q2 2023	26,395	$3.84M	0.5%	−3,234−10.9%	Reduced	Holders
Q1 2023	29,629	$3.86M	0.5%	+1,415+5.0%	Added	Holders
Q4 2022	28,214	$3.78M	0.5%	+1,631+6.1%	Added	Holders
Q3 2022	26,583	$2.78M	0.4%	+4,996+23.1%	Added	Holders
Q2 2022	21,587	$2.43M	0.4%	+14,593+208.7%	Added	Holders
Q1 2022	6,994	$953.0K	0.1%	+1,109+18.8%	Added	Holders
Q4 2021	5,885	$934.0K	0.1%	+1,347+29.7%	Added	Holders
Q3 2021	4,538	$740.0K	0.1%	+1,574+53.1%	Added	Holders
Q2 2021	2,964	$462.0K	0.1%	+115+4.0%	Added	Holders
Q1 2021	2,849	$433.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.