ZIM
Zacks Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355M | Buy |
1,224,100
+2,058
| +0.2% | +$597K | 3.04% | 3 |
|
|
2025
Q1 | $300M | Buy |
1,222,042
+30,322
| +3% | +$7.44M | 2.8% | 3 |
|
|
2024
Q4 | $286M | Sell |
1,191,720
-134,452
| -10% | -$32.2M | 2.64% | 4 |
|
|
2024
Q3 | $280M | Buy |
1,326,172
+137,919
| +12% | +$29.1M | 2.43% | 4 |
|
|
2024
Q2 | $240M | Buy |
1,188,253
+49,020
| +4% | +$9.91M | 2.71% | 3 |
|
|
2024
Q1 | $228M | Buy |
1,139,233
+30,360
| +3% | +$6.08M | 2.43% | 4 |
|
|
2023
Q4 | $189M | Sell |
1,108,873
-47,756
| -4% | -$8.12M | 2.32% | 3 |
|
|
2023
Q3 | $168M | Sell |
1,156,629
-1,325
| -0.1% | -$192K | 2.17% | 4 |
|
|
2023
Q2 | $168M | Buy |
1,157,954
+5,225
| +0.5% | +$760K | 2.11% | 4 |
|
|
2023
Q1 | $150M | Buy |
1,152,729
+59,129
| +5% | +$7.71M | 2.01% | 5 |
|
|
2022
Q4 | $147M | Buy |
1,093,600
+73,026
| +7% | +$9.79M | 2.05% | 6 |
|
|
2022
Q3 | $107M | Buy |
1,020,574
+26,980
| +3% | +$2.82M | 1.7% | 11 |
|
|
2022
Q2 | $112M | Buy |
993,594
+47,624
| +5% | +$5.36M | 1.71% | 9 |
|
|
2022
Q1 | $129M | Buy |
945,970
+142,717
| +18% | +$19.5M | 1.79% | 5 |
|
|
2021
Q4 | $127M | Buy |
803,253
+14,738
| +2% | +$2.33M | 1.79% | 5 |
|
|
2021
Q3 | $129M | Buy |
788,515
+11,205
| +1% | +$1.83M | 2.04% | 4 |
|
|
2021
Q2 | $121M | Buy |
777,310
+1,570
| +0.2% | +$244K | 1.96% | 4 |
|
|
2021
Q1 | $118M | Sell |
775,740
-24,177
| -3% | -$3.68M | 2.1% | 3 |
|
|
2020
Q4 | $102M | Buy |
799,917
+26,883
| +3% | +$3.42M | 1.88% | 7 |
|
|
2020
Q3 | $74.4M | Sell |
773,034
-8,197
| -1% | -$789K | 1.51% | 12 |
|
|
2020
Q2 | $73.5M | Buy |
781,231
+17,262
| +2% | +$1.62M | 1.62% | 13 |
|
|
2020
Q1 | $68.8M | Sell |
763,969
-5,707
| -0.7% | -$514K | 1.69% | 12 |
|
|
2019
Q4 | $107M | Sell |
769,676
-26,152
| -3% | -$3.65M | 2.01% | 4 |
|
|
2019
Q3 | $93.7M | Buy |
795,828
+19,467
| +3% | +$2.29M | 1.88% | 5 |
|
|
2019
Q2 | $86.8M | Buy |
776,361
+5,742
| +0.7% | +$642K | 1.78% | 8 |
|
|
2019
Q1 | $78M | Sell |
770,619
-5,091
| -0.7% | -$515K | 1.67% | 11 |
|
|
2018
Q4 | $75.7M | Sell |
775,710
-69,021
| -8% | -$6.74M | 1.83% | 8 |
|
|
2018
Q3 | $95.3M | Sell |
844,731
-93,668
| -10% | -$10.6M | 1.99% | 6 |
|
|
2018
Q2 | $97.8M | Sell |
938,399
-22,658
| -2% | -$2.36M | 2.13% | 3 |
|
|
2018
Q1 | $106M | Sell |
961,057
-138,504
| -13% | -$15.2M | 2.35% | 1 |
|
|
2017
Q4 | $118M | Buy |
1,099,561
+14,378
| +1% | +$1.54M | 2.56% | 1 |
|
|
2017
Q3 | $104M | Buy |
1,085,183
+6,654
| +0.6% | +$636K | 2.43% | 1 |
|
|
2017
Q2 | $98.6M | Sell |
1,078,529
-12,421
| -1% | -$1.14M | 2.44% | 1 |
|
|
2017
Q1 | $95.8M | Buy |
1,090,950
+50,392
| +5% | +$4.43M | 2.44% | 1 |
|
|
2016
Q4 | $89.8M | Sell |
1,040,558
-140,362
| -12% | -$12.1M | 2.58% | 1 |
|
|
2016
Q3 | $78.6M | Buy |
1,180,920
+97,713
| +9% | +$6.51M | 2.22% | 1 |
|
|
2016
Q2 | $67.3M | Buy |
1,083,207
+15,339
| +1% | +$953K | 2.05% | 3 |
|
|
2016
Q1 | $63.2M | Buy |
1,067,868
+33,334
| +3% | +$1.97M | 2.01% | 2 |
|
|
2015
Q4 | $68.3M | Buy |
1,034,534
+2,367
| +0.2% | +$156K | 2.23% | 1 |
|
|
2015
Q3 | $62.9M | Sell |
1,032,167
-21,363
| -2% | -$1.3M | 2.19% | 2 |
|
|
2015
Q2 | $71.4M | Buy |
1,053,530
+25,465
| +2% | +$1.73M | 2.26% | 1 |
|
|
2015
Q1 | $62.3M | Buy |
1,028,065
+231,026
| +29% | +$14M | 1.97% | 3 |
|
|
2014
Q4 | $49.9M | Buy |
797,039
+55,470
| +7% | +$3.47M | 1.62% | 4 |
|
|
2014
Q3 | $44.7M | Buy |
741,569
+50,179
| +7% | +$3.02M | 1.56% | 10 |
|
|
2014
Q2 | $39.8M | Buy |
691,390
+36,030
| +5% | +$2.08M | 1.41% | 12 |
|
|
2014
Q1 | $39.8M | Buy |
655,360
+52,165
| +9% | +$3.17M | 1.47% | 9 |
|
|
2013
Q4 | $35.3M | Buy |
603,195
+39,440
| +7% | +$2.31M | 1.39% | 10 |
|
|
2013
Q3 | $29.1M | Buy |
563,755
+37,355
| +7% | +$1.93M | 1.26% | 10 |
|
|
2013
Q2 | $27.8M | Buy |
+526,400
| New | +$27.8M | 1.28% | 10 |
|