JP Morgan Chase
ZUO

JP Morgan Chase’s Zuora, Inc. ZUO Stock Holding History

JP Morgan Chase’s Portfolio ZUO Stock Details ZUO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,357,622
Closed -$23.4M – 7860
2024
Q4 		$23.4M Buy
2,357,622
+1,231,026
+109% +$11.9M ﹤0.01% 1895
2024
Q3 		$9.71M Buy
1,126,596
+387,876
+53% +$3.44M ﹤0.01% 2632
2024
Q2 		$7.34M Buy
738,720
+415,155
+128% +$3.99M ﹤0.01% 2737
2024
Q1 		$2.95M Sell
323,565
-72,592
-18% -$633K ﹤0.01% 3528
2023
Q4 		$3.72M Buy
396,157
+68,930
+21% +$569K ﹤0.01% 3342
2023
Q3 		$2.7M Sell
327,227
-75,189
-19% -$741K ﹤0.01% 3321
2023
Q2 		$4.41M Sell
402,416
-706,948
-64% -$6.69M ﹤0.01% 2959
2023
Q1 		$11M Sell
1,109,364
-98,456
-8% -$825K ﹤0.01% 2193
2022
Q4 		$7.68M Buy
1,207,820
+471,519
+64% +$3.33M ﹤0.01% 2481
2022
Q3 		$5.43M Sell
736,301
-25,497
-3% -$220K ﹤0.01% 2671
2022
Q2 		$6.82M Buy
761,798
+121,074
+19% +$1.35M ﹤0.01% 2494
2022
Q1 		$9.6M Buy
640,724
+188,563
+42% +$2.9M ﹤0.01% 2415
2021
Q4 		$8.45M Buy
452,161
+12,783
+3% +$257K ﹤0.01% 2607
2021
Q3 		$7.29M Sell
439,378
-223,781
-34% -$3.77M ﹤0.01% 2703
2021
Q2 		$11.4M Sell
663,159
-70,981
-10% -$1.13M ﹤0.01% 2312
2021
Q1 		$10.9M Buy
734,140
+356,563
+94% +$5.31M ﹤0.01% 2288
2020
Q4 		$5.26M Buy
377,577
+75,233
+25% +$855K ﹤0.01% 2767
2020
Q3 		$3.19M Sell
302,344
-191,179
-39% -$2.21M ﹤0.01% 2919
2020
Q2 		$6.29M Buy
493,523
+312,559
+173% +$3.48M ﹤0.01% 2283
2020
Q1 		$1.46M Buy
180,964
+35,662
+25% +$469K ﹤0.01% 3177
2019
Q4 		$2.08M Sell
145,302
-48,450
-25% -$710K ﹤0.01% 3353
2019
Q3 		$2.92M Buy
193,752
+43,449
+29% +$654K ﹤0.01% 3157
2019
Q2 		$2.26M Buy
150,303
+23,350
+18% +$442K ﹤0.01% 3300
2019
Q1 		$2.54M Sell
126,953
-42,757
-25% -$923K ﹤0.01% 3174
2018
Q4 		$3.08M Buy
169,710
+48,764
+40% +$938K ﹤0.01% 2951
2018
Q3 		$2.79M Buy
120,946
+111,520
+1,183% +$2.97M ﹤0.01% 3215
2018
Q2 		$256K Buy
+9,426
New +$223K ﹤0.01% 4463

Other funds holding ZUO

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

JP Morgan Chase's ZUO Position: Q1 2025 in Review

JP Morgan Chase sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 2,357,622 shares — an estimated $23.4M sold.

JP Morgan Chase first reported a position in ZUO in Q2 2018 and held it in 27 quarters. The position peaked at $23.4M in Q4 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • JP Morgan Chase reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • JP Morgan Chase sold 2,357,622 Zuora, Inc. shares in Q1 2025, an estimated $23.4M.
  • JP Morgan Chase first reported a position in Zuora, Inc. in Q2 2018 and held it in 27 quarters.
  • JP Morgan Chase's Zuora, Inc. position peaked at $23.4M in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on JP Morgan Chase's 13F filing for Q1 2025, filed 12 May 2025.