Marsico Capital Management’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$46.1M	Sell	156,753 -146,835	-48%	-$44.6M	1.36%	21
2025 Q4	$97.8M	Buy	303,588 +97,472	+47%	+$30.2M	2.72%	15
2025 Q3	$65M	Buy	206,116 +9,246	+5%	+$2.75M	1.67%	18
2025 Q2	$57.1M	Buy	196,870 +25,491	+15%	+$6.51M	1.55%	23
2025 Q1	$42M	Buy	171,379 +16,173	+10%	+$4.12M	1.44%	24
2024 Q4	$37.2M	Sell	155,206 -179,117	-54%	-$41.7M	1.01%	25
2024 Q3	$70.5M	Buy	+334,323	New	+$70.4M	1.97%	19
2023 Q1	–	Sell	-462,993	Closed	-$62.1M	–	73
2022 Q4	$62.1M	Buy	+462,993	New	+$58.7M	3.21%	15
2018 Q4	–	Sell	-372,491	Closed	-$42M	–	85
2018 Q3	$42M	Sell	372,491 -104,711	-22%	-$11.9M	1.42%	20
2018 Q2	$49.7M	Sell	477,202 -22,273	-4%	-$2.44M	1.78%	17
2018 Q1	$54.9M	Hold	499,475	–	–	2.06%	17
2017 Q4	$53.4M	Buy	+499,475	New	+$50.6M	2.13%	18
2015 Q1	–	Sell	-2,099,935	Closed	-$131M	–	94
2014 Q4	$131M	Buy	+2,099,935	New	+$126M	1.06%	29