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Zevenbergen Capital Investments’s JPMorgan Chase JPM Stock Holding History

Zevenbergen Capital 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 		$9.37M Sell
28,623
-370
-1% -$115K 0.21% 63
2026
Q1 		$8.53M Buy
28,993
+245
+0.9% +$74.4K 0.25% 57
2025
Q4 		$9.26M Sell
28,748
-350
-1% -$108K 0.21% 58
2025
Q3 		$9.18M Sell
29,098
-440
-1% -$131K 0.18% 58
2025
Q2 		$8.56M Sell
29,538
-220
-0.7% -$56.1K 0.17% 60
2025
Q1 		$7.3M Sell
29,758
-555
-2% -$141K 0.18% 58
2024
Q4 		$7.27M Buy
30,313
+145
+0.5% +$33.8K 0.15% 60
2024
Q3 		$6.36M Buy
30,168
+225
+0.8% +$47.4K 0.13% 58
2024
Q2 		$6.06M Sell
29,943
-375
-1% -$73.3K 0.13% 61
2024
Q1 		$6.07M Sell
30,318
-70
-0.2% -$12.6K 0.13% 63
2023
Q4 		$5.17M Buy
30,388
+1,590
+6% +$241K 0.12% 65
2023
Q3 		$4.18M Sell
28,798
-155
-0.5% -$23.2K 0.11% 67
2023
Q2 		$4.21M Buy
28,953
+80
+0.3% +$11K 0.1% 61
2023
Q1 		$3.76M Buy
28,873
+25
+0.1% +$3.42K 0.1% 67
2022
Q4 		$3.87M Sell
28,848
-930
-3% -$118K 0.13% 67
2022
Q3 		$3.11M Buy
29,778
+1,020
+4% +$117K 0.09% 72
2022
Q2 		$3.24M Buy
28,758
+765
+3% +$94.8K 0.15% 45
2022
Q1 		$3.82M Buy
27,993
+1,220
+5% +$180K 0.1% 45
2021
Q4 		$4.24M Buy
26,773
+2,025
+8% +$333K 0.09% 47
2021
Q3 		$4.05M Buy
24,748
+15
+0.1% +$2.35K 0.08% 52
2021
Q2 		$3.85M Sell
24,733
-1,745
-7% -$274K 0.07% 56
2021
Q1 		$4.03M Buy
26,478
+1,767
+7% +$254K 0.08% 53
2020
Q4 		$3.14M Buy
24,711
+5,050
+26% +$564K 0.06% 51
2020
Q3 		$1.89M Buy
19,661
+1,237
+7% +$121K 0.04% 52
2020
Q2 		$1.73M Sell
18,424
-2,150
-10% -$204K 0.04% 53
2020
Q1 		$1.85M Buy
20,574
+2,425
+13% +$295K 0.07% 47
2019
Q4 		$2.53M Sell
18,149
-116
-0.6% -$14.9K 0.09% 46
2019
Q3 		$2.15M Hold
18,265
– – 0.08% 45
2019
Q2 		$2.04M Sell
18,265
-180
-1% -$19.8K 0.07% 50
2019
Q1 		$1.87M Sell
18,445
-255
-1% -$26.3K 0.07% 48
2018
Q4 		$1.82M Buy
18,700
+395
+2% +$42.1K 0.08% 41
2018
Q3 		$2.07M Buy
18,305
+5,577
+44% +$633K 0.07% 45
2018
Q2 		$1.33M Sell
12,728
-2,677
-17% -$294K 0.04% 57
2018
Q1 		$1.69M Sell
15,405
-1,455
-9% -$165K 0.07% 50
2017
Q4 		$1.8M Buy
16,860
+2,065
+14% +$209K 0.08% 46
2017
Q3 		$1.41M Buy
14,795
+510
+4% +$47K 0.06% 48
2017
Q2 		$1.31M Buy
14,285
+520
+4% +$44.9K 0.06% 50
2017
Q1 		$1.21M Buy
13,765
+275
+2% +$24.3K 0.06% 51
2016
Q4 		$1.16M Hold
13,490
– – 0.05% 52
2016
Q3 		$898K Buy
13,490
+2,415
+22% +$157K 0.04% 57
2016
Q2 		$688K Buy
11,075
+2,425
+28% +$151K 0.03% 56
2016
Q1 		$512K Buy
8,650
+2,130
+33% +$124K 0.02% 59
2015
Q4 		$431K Buy
6,520
+470
+8% +$30.6K 0.02% 60
2015
Q3 		$369K Buy
+6,050
New +$396K 0.02% 58

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Zevenbergen Capital Investments's JPM Position: Q2 2026 in Review

Zevenbergen Capital Investments reduced its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, selling an estimated $115K and leaving 28,623 shares worth $9.37M. The position accounts for 0.21% of the portfolio, ranked #63.

Zevenbergen Capital Investments first reported a position in JPM in Q3 2015 and has held it in 44 quarters since. 3,037 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Zevenbergen Capital Investments held 28,623 shares of JPMorgan Chase worth $9.37M as of Q2 2026.
  • Zevenbergen Capital Investments sold 370 JPMorgan Chase shares in Q2 2026, an estimated $115K.
  • JPMorgan Chase made up 0.21% of Zevenbergen Capital Investments's portfolio in Q2 2026, its #63 holding.
  • Zevenbergen Capital Investments first reported a position in JPMorgan Chase in Q3 2015 and has held it in 44 quarters since.
  • 3,037 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Zevenbergen Capital Investments's 13F filing for Q2 2026, filed 16 Jul 2026.