Marsico Capital Management’s JPMorgan Chase JPM Stock Holding History

Marsico Capital Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.7M	Sell	53,995 -102,758	-66%	-$31.9M	0.46%	48
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

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Marsico Capital Management's JPM Position: Q2 2026 in Review

Marsico Capital Management reduced its JPMorgan Chase (JPM) stake by 66% in Q2 2026, selling an estimated $31.9M and leaving 53,995 shares worth $17.7M. The position accounts for 0.46% of the portfolio, ranked #48.

Marsico Capital Management first reported a position in JPM in Q4 2014 and has held it in 14 quarters since. The position peaked at $131M in Q4 2014. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Marsico Capital Management held 53,995 shares of JPMorgan Chase worth $17.7M as of Q2 2026.
Marsico Capital Management sold 102,758 JPMorgan Chase shares in Q2 2026, an estimated $31.9M.
JPMorgan Chase made up 0.46% of Marsico Capital Management's portfolio in Q2 2026, its #48 holding.
Marsico Capital Management first reported a position in JPMorgan Chase in Q4 2014 and has held it in 14 quarters since.
Marsico Capital Management's JPMorgan Chase position peaked at $131M in Q4 2014.
5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Marsico Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.