ZI
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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
Q1 		$147K Buy
+500
New +$152K 0.02% 273

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ZEGA Investments's JPM Position: Q1 2026 in Review

ZEGA Investments increased its JPMorgan Chase (JPM) stake by 0.28% in Q1 2026, buying an estimated $13.7K and bringing the position to 16,350 shares worth $4.81M. The position accounts for 0.54% of the portfolio, ranked #29.

ZEGA Investments first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.25M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • ZEGA Investments held 16,350 shares of JPMorgan Chase worth $4.81M as of Q1 2026.
  • ZEGA Investments bought 45 JPMorgan Chase shares in Q1 2026, an estimated $13.7K.
  • JPMorgan Chase made up 0.54% of ZEGA Investments's portfolio in Q1 2026, its #29 holding.
  • ZEGA Investments first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • ZEGA Investments's JPMorgan Chase position peaked at $5.25M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on ZEGA Investments's 13F filing for Q1 2026, filed 11 May 2026.