JP Morgan Chase
ZEO

JP Morgan Chase’s Zeo Energy ZEO Stock Holding History

JP Morgan Chase’s Portfolio ZEO Stock Details ZEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.07K Hold
1,612
– – ﹤0.01% 7319
2026
Q1 		$938 Hold
1,612
– – ﹤0.01% 7129
2025
Q4 		$1.76K Hold
1,612
– – ﹤0.01% 6965
2025
Q3 		$2.18K Buy
+1,612
New +$3.25K ﹤0.01% 6898
2025
Q2 		– Sell
-7
Closed -$11 – 7743
2025
Q1 		$11 Sell
7
-2
-22% -$4 ﹤0.01% 7183
2024
Q4 		$31 Buy
+9
New +$15 ﹤0.01% 7210

Other funds holding ZEO

CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
GLF
Groupe la Francaise Paris, France $8.31B AUM 37.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
SAMH
Shanda Asset Management Holdings Tortola,, British Virgin Islands $2.09B AUM 39.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase's ZEO Position: Q2 2026 in Review

JP Morgan Chase held its Zeo Energy (ZEO) position steady in Q2 2026 at 1,612 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #7319.

JP Morgan Chase first reported a position in ZEO in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.18K in Q3 2025. 30 funds tracked by Wall St. Rank hold ZEO as of Q2 2026.

  • JP Morgan Chase held 1,612 shares of Zeo Energy worth $1.07K as of Q2 2026.
  • JP Morgan Chase left its Zeo Energy share count unchanged in Q2 2026.
  • Zeo Energy made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #7319 holding.
  • JP Morgan Chase first reported a position in Zeo Energy in Q4 2024 and has held it in 6 quarters since.
  • JP Morgan Chase's Zeo Energy position peaked at $2.18K in Q3 2025.
  • 30 funds tracked by Wall St. Rank held Zeo Energy as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.