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Livermore
Livermore
ZHEN

Marshall Financial Group LLC

SEC CIK
0001841496
Latest filing
Jul 17, 2026

JPM holding history

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

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
4,585
Value
$1.50M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of JPM by Marshall Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,585$1.50M0.2%−435−8.7%ReducedHolders
Q1 20265,020$1.48M0.2%−646−11.4%ReducedHolders
Q4 20255,666$1.83M0.4%−389−6.4%ReducedHolders
Q3 20256,055$1.91M0.4%−244−3.9%ReducedHolders
Q2 20256,299$1.84M0.4%−371−5.6%ReducedHolders
Q1 20256,670$1.64M0.4%+392+6.2%AddedHolders
Q4 20246,278$1.50M0.4%+774+14.1%AddedHolders
Q3 20245,504$1.16M0.3%+3,062+125.4%AddedHolders
Q2 20242,442$494.0K0.1%+93+4.0%AddedHolders
Q1 20242,349$470.5K0.1%−197−7.7%ReducedHolders
Q4 20232,546$433.1K0.1%−59−2.3%ReducedHolders
Q3 20232,605$377.8K0.1%−191−6.8%ReducedHolders
Q2 20232,796$406.7K0.1%−16−0.6%ReducedHolders
Q1 20232,812$366.4K0.1%−33−1.2%ReducedHolders
Q4 20222,845$381.5K0.1%−242−7.8%ReducedHolders
Q3 20223,087$323.0K0.1%−125−3.9%ReducedHolders
Q2 20223,212$362.0K0.1%−24−0.7%ReducedHolders
Q1 20223,236$441.0K0.2%−322−9.1%ReducedHolders
Q4 20213,558$563.0K0.2%−624−14.9%ReducedHolders
Q3 20214,182$685.0K0.4%−198−4.5%ReducedHolders
Q2 20214,380$681.0K0.4%−16−0.4%ReducedHolders
Q1 20214,396$669.0K0.4%––Holders

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