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MARSICO CAPITAL MANAGEMENT LLC: JPM position timeline

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

MARSICO CAPITAL MANAGEMENT LLC held 53,995 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,995 shares
    Change vs previous 13F -102,758 shares

    0.46% of the 13F portfolio, value $17,674,183.

    13F-HR 0001398344-26-014278 filed by MARSICO CAPITAL MANAGEMENT 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 156,753 shares
    Change vs previous 13F -146,835 shares

    1.36% of the 13F portfolio, value $46,110,462.

    13F-HR 0001398344-26-009045 filed by MARSICO CAPITAL MANAGEMENT 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 303,588 shares
    Change vs previous 13F +97,472 shares

    2.72% of the 13F portfolio, value $97,822,125.

    13F-HR 0001398344-26-002815 filed by MARSICO CAPITAL MANAGEMENT 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 206,116 shares
    Change vs previous 13F +9,246 shares

    1.67% of the 13F portfolio, value $65,015,170.

    13F-HR 0001398344-25-020776 filed by MARSICO CAPITAL MANAGEMENT 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 196,870 shares
    Change vs previous 13F +25,491 shares

    1.55% of the 13F portfolio, value $57,074,582.

    13F-HR 0001398344-25-014999 filed by MARSICO CAPITAL MANAGEMENT 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 171,379 shares
    Change vs previous 13F +16,173 shares

    1.44% of the 13F portfolio, value $42,039,269.

    13F-HR 0001398344-25-009330 filed by MARSICO CAPITAL MANAGEMENT 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 155,206 shares
    Change vs previous 13F -179,117 shares

    1.01% of the 13F portfolio, value $37,204,430.

    13F-HR 0001398344-25-002660 filed by MARSICO CAPITAL MANAGEMENT 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 334,323 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $70,495,348.

    13F-HR 0001398344-24-020420 filed by MARSICO CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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