Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$17,674,183
-$28,436,279 QoQ
Shares Held
53,995
-65.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,075
of 5,057 holders
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MARSICO CAPITAL MANAGEMENT LLC holds $123,979,121 across 2 Banks - Diversified names. JPM ranks #2 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
759,538 | $106,304,938 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
53,995 | $17,674,183 |
All Filings in JPM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,674,183 | 53,995 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $46,110,462 | 156,753 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $97,822,125 | 303,588 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $65,015,169 | 206,116 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $57,074,581 | 196,870 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $42,039,268 | 171,379 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $37,204,430 | 155,206 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $70,495,347 | 334,323 | Shares | Sole | 2024-11-12 | |
| 2022-12-31 | $62,087,361 | 462,993 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||