Marathon Capital Management / JPM
Marathon Capital Management’s Jpmorgan Chase & Co Position
Does Marathon Capital Management own Jpmorgan Chase & Co (JPM)? Yes — 21.1K shares worth $6M (+1.39% of its 13F portfolio) as of Q1 2026, down from 21.2K shares the prior filed quarter.
Position Value
$6M
Q1 2026
Shares
21.1K
% of Portfolio
+1.39%
Quarters Held
25
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 21.1K | $6M | +1.39% |
| Q4 2025 | 21.2K | $7M | +1.47% |
| Q3 2025 | 21.2K | $7M | +1.53% |
| Q2 2025 | 21.3K | $6M | +1.57% |
| Q1 2025 | 21.7K | $5M | +1.42% |
| Q4 2024 | 21.7K | $5M | +1.30% |
| Q3 2024 | 21.6K | $5M | +1.11% |
| Q2 2024 | 21.6K | $4M | +1.11% |
| Q1 2024 | 21.2K | $4M | +1.01% |
| Q4 2023 | 21.4K | $4M | +0.92% |
| Q3 2023 | 20.4K | $3M | +0.74% |
| Q2 2023 | 20.1K | $3M | +0.72% |
| Q1 2023 | 20.2K | $3M | +0.65% |
| Q4 2022 | 3.7K | $498,852 | +0.14% |
| Q3 2022 | 4.0K | $419,000 | +0.12% |
| Q2 2022 | 4.0K | $451,000 | +0.15% |
| Q4 2021 | 3.9K | $618,000 | +0.14% |
| Q3 2021 | 4.8K | $786,000 | +0.18% |
| Q2 2021 | 3.8K | $597,000 | +0.14% |
| Q1 2021 | 3.6K | $548,000 | +0.14% |
| Q4 2020 | 3.7K | $470,000 | +0.14% |
| Q3 2020 | 3.7K | $354,000 | +0.13% |
| Q2 2020 | 3.3K | $311,000 | +0.12% |
| Q1 2020 | 3.1K | $276,000 | +0.13% |
| Q4 2019 | 3.1K | $432,000 | +0.15% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Marathon Capital Management’s full portfolio or all institutional holders of JPM.