ZIMP
JPM icon

Zimmermann Investment Management & Planning’s JPMorgan Chase JPM Stock Holding History

Zimmermann Investment Management & Planning’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
2024
Q4 		– Sell
-7,714
Closed -$1.63M – 71
2024
Q3 		$1.63M Buy
7,714
+462
+6% +$97.3K 0.5% 49
2024
Q2 		$1.47M Buy
7,252
+2,471
+52% +$483K 0.49% 46
2024
Q1 		$958K Buy
4,781
+490
+11% +$88.4K 0.34% 61
2023
Q4 		$730K Buy
4,291
+75
+2% +$11.4K 0.3% 57
2023
Q3 		$611K Buy
4,216
+24
+0.6% +$3.6K 0.29% 60
2023
Q2 		$610K Buy
4,192
+1,908
+84% +$262K 0.28% 55
2023
Q1 		$298K Buy
2,284
+163
+8% +$22.3K 0.16% 92
2022
Q4 		$284K Buy
2,121
+172
+9% +$21.8K 0.16% 75
2022
Q3 		$204K Sell
1,949
-4,933
-72% -$566K 0.13% 88
2022
Q2 		$775K Buy
6,882
+146
+2% +$18.1K 0.53% 44
2022
Q1 		$918K Buy
6,736
+320
+5% +$47.2K 0.54% 43
2021
Q4 		$1.02M Buy
+6,416
New +$1.05M 0.57% 36

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Zimmermann Investment Management & Planning's JPM Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of JPMorgan Chase (JPM) in Q4 2024, closing a stake of 7,714 shares — an estimated $1.63M sold.

Zimmermann Investment Management & Planning first reported a position in JPM in Q4 2021 and held it in 12 quarters. The position peaked at $1.63M in Q3 2024. 4,664 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining JPMorgan Chase position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 7,714 JPMorgan Chase shares in Q4 2024, an estimated $1.63M.
  • Zimmermann Investment Management & Planning first reported a position in JPMorgan Chase in Q4 2021 and held it in 12 quarters.
  • Zimmermann Investment Management & Planning's JPMorgan Chase position peaked at $1.63M in Q3 2024.
  • 4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.