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MARSHALL INVESTMENT MANAGEMENT, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARSHALL INVESTMENT MANAGEMENT, LLC on JPM, newest first. How the timeline and the estimate are built.

MARSHALL INVESTMENT MANAGEMENT, LLC held 17,670 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,670 shares
    Change vs previous 13F +1,277 shares

    2.4% of the 13F portfolio, value $5,783,864.

    13F-HR 0001420506-26-001782 filed by MARSHALL INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,393 shares
    Change vs previous 13F +941 shares

    2.31% of the 13F portfolio, value $4,822,277.

    13F-HR 0001420506-26-000857 filed by MARSHALL INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,452 shares
    Change vs previous 13F +1,086 shares

    2.5% of the 13F portfolio, value $4,978,969.

    13F-HR 0001420506-26-000223 filed by MARSHALL INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,366 shares
    Change vs previous 13F +12,925 shares

    2.4% of the 13F portfolio, value $4,531,407.

    13F-HR 0001420506-25-003216 filed by MARSHALL INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,441 shares
    Change vs previous 13F -12,991 shares

    1.98% of the 13F portfolio, value $417,760.

    13F-HR 0001420506-25-001991 filed by MARSHALL INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 14,432 shares
    Change vs previous 13F -1,136 shares

    2.2% of the 13F portfolio, value $3,540,209.

    13F-HR 0001420506-25-000926 filed by MARSHALL INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,568 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $3,282,756.

    13F-HR 0001986152-25-000015 filed by MARSHALL INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).