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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.1M | Buy |
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|
2025
Q1 | $42M | Buy |
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|
2024
Q4 | $37.2M | Sell |
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|
2024
Q3 | $70.5M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $62.1M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $42M | Sell |
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|
2018
Q2 | $49.7M | Sell |
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|
2018
Q1 | $54.9M | Hold |
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|
2017
Q4 | $53.4M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $131M | Buy |
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