Flynn Zito Capital Management’s JPMorgan Chase JPM Stock Holding History

Flynn Zito Capital Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$926K	Buy	2,830 +30	+1%	+$9.32K	0.25%	58
2026 Q1	$824K	Buy	2,800 +287	+11%	+$87.1K	0.26%	63
2025 Q4	$810K	Sell	2,513 -56	-2%	-$17.3K	0.29%	55
2025 Q3	$810K	Sell	2,569 -151	-6%	-$44.9K	0.3%	55
2025 Q2	$789K	Buy	2,720 +302	+12%	+$77.1K	0.33%	47
2025 Q1	$593K	Buy	2,418 +352	+17%	+$89.7K	0.27%	59
2024 Q4	$495K	Buy	2,066 +130	+7%	+$30.3K	0.23%	65
2024 Q3	$408K	Buy	1,936 +86	+5%	+$18.1K	0.2%	63
2024 Q2	$374K	Buy	1,850 +26	+1%	+$5.08K	0.19%	64
2024 Q1	$365K	Buy	1,824 +13	+0.7%	+$2.35K	0.19%	70
2023 Q4	$308K	Buy	1,811 +74	+4%	+$11.2K	0.21%	58
2023 Q3	$252K	Buy	1,737 +1	+0.1%	+$150	0.18%	57
2023 Q2	$252K	Buy	1,736 +135	+8%	+$18.6K	0.17%	59
2023 Q1	$209K	Sell	1,601 -24	-1%	-$3.29K	0.15%	66
2022 Q4	$218K	Buy	+1,625	New	+$206K	0.18%	65
2022 Q3	–	Sell	-1,803	Closed	-$203K	–	90
2022 Q2	$203K	Buy	1,803 +283	+19%	+$35.1K	0.11%	66
2022 Q1	$207K	Sell	1,520 -69	-4%	-$10.2K	0.18%	73
2021 Q4	$251K	Buy	+1,589	New	+$261K	0.21%	59

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Flynn Zito Capital Management's JPM Position: Q2 2026 in Review

Flynn Zito Capital Management increased its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, buying an estimated $9.32K and bringing the position to 2,830 shares worth $926K. The position accounts for 0.25% of the portfolio, ranked #58.

Flynn Zito Capital Management first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Flynn Zito Capital Management held 2,830 shares of JPMorgan Chase worth $926K as of Q2 2026.
Flynn Zito Capital Management bought 30 JPMorgan Chase shares in Q2 2026, an estimated $9.32K.
JPMorgan Chase made up 0.25% of Flynn Zito Capital Management's portfolio in Q2 2026, its #58 holding.
Flynn Zito Capital Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Flynn Zito Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.