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MARIETTA INVESTMENT PARTNERS LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARIETTA INVESTMENT PARTNERS LLC on JPM, newest first. How the timeline and the estimate are built.

MARIETTA INVESTMENT PARTNERS LLC held 28,436 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,436 shares
    Change vs previous 13F +85 shares

    1.6% of the 13F portfolio, value $9,307,956.

    13F-HR 0000892712-26-000342 filed by MARIETTA INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 28,351 shares
    Change vs previous 13F -950 shares

    1.67% of the 13F portfolio, value $8,339,730.

    13F-HR 0000892712-26-000221 filed by MARIETTA INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 29,301 shares
    Change vs previous 13F +528 shares

    1.87% of the 13F portfolio, value $9,441,368.

    13F-HR 0000892712-26-000074 filed by MARIETTA INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 28,773 shares
    Change vs previous 13F -962 shares

    1.75% of the 13F portfolio, value $9,075,867.

    13F-HR 0000892712-25-000147 filed by MARIETTA INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 29,735 shares
    Change vs previous 13F -497 shares

    1.89% of the 13F portfolio, value $8,620,474.

    13F-HR 0000892712-25-000091 filed by MARIETTA INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 30,232 shares
    Change vs previous 13F +607 shares

    1.79% of the 13F portfolio, value $7,415,910.

    13F-HR 0000892712-25-000060 filed by MARIETTA INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 29,625 shares
    Change vs previous 13F +8,200 shares

    1.56% of the 13F portfolio, value $7,101,409.

    13F-HR 0000892712-25-000031 filed by MARIETTA INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 21,425 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $4,517,676.

    13F-HR 0000892712-24-000129 filed by MARIETTA INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).