MCM
Marsico Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.1M | Buy |
196,870
+25,491
| +15% | +$7.39M | 1.55% | 23 |
|
|
2025
Q1 | $42M | Buy |
171,379
+16,173
| +10% | +$3.97M | 1.44% | 24 |
|
|
2024
Q4 | $37.2M | Sell |
155,206
-179,117
| -54% | -$42.9M | 1.01% | 25 |
|
|
2024
Q3 | $70.5M | Buy |
+334,323
| New | +$70.5M | 1.97% | 19 |
|
|
2023
Q1 | – | Sell |
-462,993
| Closed | -$62.1M | – | 73 |
|
|
2022
Q4 | $62.1M | Buy |
+462,993
| New | +$62.1M | 3.21% | 15 |
|
|
2018
Q4 | – | Sell |
-372,491
| Closed | -$42M | – | 85 |
|
|
2018
Q3 | $42M | Sell |
372,491
-104,711
| -22% | -$11.8M | 1.42% | 20 |
|
|
2018
Q2 | $49.7M | Sell |
477,202
-22,273
| -4% | -$2.32M | 1.78% | 17 |
|
|
2018
Q1 | $54.9M | Hold |
499,475
| – | – | 2.06% | 17 |
|
|
2017
Q4 | $53.4M | Buy |
+499,475
| New | +$53.4M | 2.13% | 18 |
|
|
2015
Q1 | – | Sell |
-2,099,935
| Closed | -$131M | – | 94 |
|
|
2014
Q4 | $131M | Buy |
+2,099,935
| New | +$131M | 1.06% | 29 |
|