JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

MARSICO CAPITAL MANAGEMENT LLC's Holding History (CIK: 0001055966)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 303,588 Value ($000) $97,822 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 206,116 Value ($000) $65,015 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 196,870 Value ($000) $57,075 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 171,379 Value ($000) $42,039 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 155,206 Value ($000) $37,204 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 334,323 Value ($000) $70,495 Avg Close $204.96 Range $185.80 - $219.46

Q4 2022

Shares 462,993 Value ($000) $62,087 Avg Close $117.65 Range $94.06 - $128.78

Q3 2018

Shares 372,491 Value ($000) $42,032 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 477,202 Value ($000) $49,724 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 499,475 Value ($000) $54,927 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 499,475 Value ($000) $53,414 Avg Close $81.33 Range $76.25 - $87.14

Q4 2014

Shares 2,099,935 Value ($000) $131,414 Avg Close $44.70 Range $40.31 - $47.17

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	303,588	$97,822	$309.53	$290.54 - $330.86
Q3 2025	206,116	$65,015	$295.93	$278.95 - $316.47
Q2 2025	196,870	$57,075	$252.67	$200.22 - $289.84
Q1 2025	171,379	$42,039	$250.91	$220.72 - $275.86
Q4 2024	155,206	$37,204	$228.03	$198.89 - $249.04
Q3 2024	334,323	$70,495	$204.96	$185.80 - $219.46
Q4 2022	462,993	$62,087	$117.65	$94.06 - $128.78
Q3 2018	372,491	$42,032	$92.63	$83.41 - $97.31
Q2 2018	477,202	$49,724	$89.02	$83.70 - $93.47
Q1 2018	499,475	$54,927	$91.43	$83.98 - $96.37
Q4 2017	499,475	$53,414	$81.33	$76.25 - $87.14
Q4 2014	2,099,935	$131,414	$44.70	$40.31 - $47.17