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ZEGA Investments’s JPMorgan Chase JPM Stock Holding History

ZEGA Investments’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 		$360K Sell
1,100
-6,400
-85% -$1.99M 0.04% 215
2026
Q1 		$2.21M Sell
7,500
-5,300
-41% -$1.61M 0.25% 51
2025
Q4 		$4.12M Sell
12,800
-400
-3% -$124K 0.49% 34
2025
Q3 		$4.16M Buy
+13,200
New +$3.93M 0.56% 29

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ZEGA Investments's JPM Position: Q2 2026 in Review

ZEGA Investments reduced its JPMorgan Chase (JPM) stake by 53% in Q2 2026, selling an estimated $2.71M and leaving 7,609 shares worth $2.49M. The position accounts for 0.26% of the portfolio, ranked #52.

ZEGA Investments first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.25M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • ZEGA Investments held 7,609 shares of JPMorgan Chase worth $2.49M as of Q2 2026.
  • ZEGA Investments sold 8,741 JPMorgan Chase shares in Q2 2026, an estimated $2.71M.
  • JPMorgan Chase made up 0.26% of ZEGA Investments's portfolio in Q2 2026, its #52 holding.
  • ZEGA Investments first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • ZEGA Investments's JPMorgan Chase position peaked at $5.25M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.