Zacks Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $269M | Sell |
912,899
-178,610
| -16% | -$54.2M | 2.15% | 6 |
|
|
2025
Q4 | $352M | Sell |
1,091,509
-135,538
| -11% | -$42M | 2.76% | 5 |
|
|
2025
Q3 | $387M | Buy |
1,227,047
+2,947
| +0.2% | +$876K | 3.08% | 4 |
|
|
2025
Q2 | $355M | Buy |
1,224,100
+2,058
| +0.2% | +$525K | 3.04% | 3 |
|
|
2025
Q1 | $300M | Buy |
1,222,042
+30,322
| +3% | +$7.73M | 2.8% | 3 |
|
|
2024
Q4 | $286M | Sell |
1,191,720
-134,452
| -10% | -$31.3M | 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% | +$9.58M | 2.71% | 3 |
|
|
2024
Q1 | $228M | Buy |
1,139,233
+30,360
| +3% | +$5.48M | 2.43% | 4 |
|
|
2023
Q4 | $189M | Sell |
1,108,873
-47,756
| -4% | -$7.24M | 2.32% | 3 |
|
|
2023
Q3 | $168M | Sell |
1,156,629
-1,325
| -0.1% | -$199K | 2.17% | 4 |
|
|
2023
Q2 | $168M | Buy |
1,157,954
+5,225
| +0.5% | +$719K | 2.11% | 4 |
|
|
2023
Q1 | $150M | Buy |
1,152,729
+59,129
| +5% | +$8.1M | 2.01% | 5 |
|
|
2022
Q4 | $147M | Buy |
1,093,600
+73,026
| +7% | +$9.25M | 2.05% | 6 |
|
|
2022
Q3 | $107M | Buy |
1,020,574
+26,980
| +3% | +$3.1M | 1.7% | 11 |
|
|
2022
Q2 | $112M | Buy |
993,594
+47,624
| +5% | +$5.9M | 1.71% | 9 |
|
|
2022
Q1 | $129M | Buy |
945,970
+142,717
| +18% | +$21.1M | 1.79% | 5 |
|
|
2021
Q4 | $127M | Buy |
803,253
+14,738
| +2% | +$2.42M | 1.79% | 5 |
|
|
2021
Q3 | $129M | Buy |
788,515
+11,205
| +1% | +$1.76M | 2.04% | 4 |
|
|
2021
Q2 | $121M | Buy |
777,310
+1,570
| +0.2% | +$247K | 1.96% | 4 |
|
|
2021
Q1 | $118M | Sell |
775,740
-24,177
| -3% | -$3.48M | 2.1% | 3 |
|
|
2020
Q4 | $102M | Buy |
799,917
+26,883
| +3% | +$3M | 1.88% | 7 |
|
|
2020
Q3 | $74.4M | Sell |
773,034
-8,197
| -1% | -$805K | 1.51% | 12 |
|
|
2020
Q2 | $73.5M | Buy |
781,231
+17,262
| +2% | +$1.64M | 1.62% | 13 |
|
|
2020
Q1 | $68.8M | Sell |
763,969
-5,707
| -0.7% | -$693K | 1.69% | 12 |
|
|
2019
Q4 | $107M | Sell |
769,676
-26,152
| -3% | -$3.35M | 2.01% | 4 |
|
|
2019
Q3 | $93.7M | Buy |
795,828
+19,467
| +3% | +$2.2M | 1.88% | 5 |
|
|
2019
Q2 | $86.8M | Buy |
776,361
+5,742
| +0.7% | +$633K | 1.78% | 8 |
|
|
2019
Q1 | $78M | Sell |
770,619
-5,091
| -0.7% | -$524K | 1.67% | 11 |
|
|
2018
Q4 | $75.7M | Sell |
775,710
-69,021
| -8% | -$7.35M | 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% | -$2.49M | 2.13% | 3 |
|
|
2018
Q1 | $106M | Sell |
961,057
-138,504
| -13% | -$15.7M | 2.35% | 1 |
|
|
2017
Q4 | $118M | Buy |
1,099,561
+14,378
| +1% | +$1.46M | 2.56% | 1 |
|
|
2017
Q3 | $104M | Buy |
1,085,183
+6,654
| +0.6% | +$614K | 2.43% | 1 |
|
|
2017
Q2 | $98.6M | Sell |
1,078,529
-12,421
| -1% | -$1.07M | 2.44% | 1 |
|
|
2017
Q1 | $95.8M | Buy |
1,090,950
+50,392
| +5% | +$4.45M | 2.44% | 1 |
|
|
2016
Q4 | $89.8M | Sell |
1,040,558
-140,362
| -12% | -$10.7M | 2.58% | 1 |
|
|
2016
Q3 | $78.6M | Buy |
1,180,920
+97,713
| +9% | +$6.37M | 2.22% | 1 |
|
|
2016
Q2 | $67.3M | Buy |
1,083,207
+15,339
| +1% | +$958K | 2.05% | 3 |
|
|
2016
Q1 | $63.2M | Buy |
1,067,868
+33,334
| +3% | +$1.95M | 2.01% | 2 |
|
|
2015
Q4 | $68.3M | Buy |
1,034,534
+2,367
| +0.2% | +$154K | 2.23% | 1 |
|
|
2015
Q3 | $62.9M | Sell |
1,032,167
-21,363
| -2% | -$1.4M | 2.19% | 2 |
|
|
2015
Q2 | $71.4M | Buy |
1,053,530
+25,465
| +2% | +$1.66M | 2.26% | 1 |
|
|
2015
Q1 | $62.3M | Buy |
1,028,065
+231,026
| +29% | +$13.7M | 1.97% | 3 |
|
|
2014
Q4 | $49.9M | Buy |
797,039
+55,470
| +7% | +$3.34M | 1.62% | 4 |
|
|
2014
Q3 | $44.7M | Buy |
741,569
+50,179
| +7% | +$2.93M | 1.56% | 10 |
|
|
2014
Q2 | $39.8M | Buy |
691,390
+36,030
| +5% | +$2.03M | 1.41% | 12 |
|
|
2014
Q1 | $39.8M | Buy |
655,360
+52,165
| +9% | +$3.01M | 1.47% | 9 |
|
|
2013
Q4 | $35.3M | Buy |
603,195
+39,440
| +7% | +$2.16M | 1.39% | 10 |
|
|
2013
Q3 | $29.1M | Buy |
563,755
+37,355
| +7% | +$2M | 1.26% | 10 |
|
|
2013
Q2 | $27.8M | Buy |
+526,400
| New | +$26.8M | 1.28% | 10 |
|
Other funds holding JPM
VCM
VPM
Zacks Investment Management's JPM Position: Q1 2026 in Review
Zacks Investment Management reduced its JPMorgan Chase (JPM) stake by 16% in Q1 2026, selling an estimated $54.2M and leaving 912,899 shares worth $269M. The position accounts for 2.15% of the portfolio, ranked #6.
Zacks Investment Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $387M in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Zacks Investment Management held 912,899 shares of JPMorgan Chase worth $269M as of Q1 2026.
- Zacks Investment Management sold 178,610 JPMorgan Chase shares in Q1 2026, an estimated $54.2M.
- JPMorgan Chase made up 2.15% of Zacks Investment Management's portfolio in Q1 2026, its #6 holding.
- Zacks Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Zacks Investment Management's JPMorgan Chase position peaked at $387M in Q3 2025.
- 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.