MARSHALL FINANCIAL GROUP INC /ADV: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARSHALL FINANCIAL GROUP INC /ADV on JPM, newest first. How the timeline and the estimate are built.

MARSHALL FINANCIAL GROUP INC /ADV held 1,271 JPM shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

period ended2025-09-30
13F 1,271 shares
Change vs previous 13F +56 shares
0.11% of the 13F portfolio, value $401,005.
13F-HR 0000701189-25-000003 filed by MARSHALL FINANCIAL GROUP INC /ADV
Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,215 shares
Change vs previous 13F 0 shares
0.11% of the 13F portfolio, value $352,327.
13F-HR 0001221073-25-000070 filed by MARSHALL FINANCIAL GROUP INC /ADV
Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,215 shares
Change vs previous 13F 0 shares
0.09% of the 13F portfolio, value $298,112.
13F-HR 0001221073-25-000048 filed by MARSHALL FINANCIAL GROUP INC /ADV
Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,215 shares
Change vs previous 13F -204 shares
0.09% of the 13F portfolio, value $291,319.
13F-HR 0001221073-25-000011 filed by MARSHALL FINANCIAL GROUP INC /ADV
Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 1,419 shares
Change vs previous 13F -829 shares
0.09% of the 13F portfolio, value $299,273.
13F-HR 0001221073-24-000096 filed by MARSHALL FINANCIAL GROUP INC /ADV
Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 2,248 shares
Change vs previous 13F +13 shares
0.15% of the 13F portfolio, value $454,741.
13F-HR 0001221073-24-000061 filed by MARSHALL FINANCIAL GROUP INC /ADV
Filed 2024-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 2,235 shares
Change vs previous 13F +13 shares
0.15% of the 13F portfolio, value $447,687.
13F-HR 0001221073-24-000038 filed by MARSHALL FINANCIAL GROUP INC /ADV
Filed 2024-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 2,222 shares
Change vs previous 13F not available
0.13% of the 13F portfolio, value $377,883.
13F-HR 0001221073-24-000013 filed by MARSHALL FINANCIAL GROUP INC /ADV
Filed 2024-02-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).