ZIG
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Zuckerman Investment Group’s JPMorgan Chase JPM Stock Holding History

Zuckerman Investment Group’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 		$17.7M Sell
60,161
-832
-1% -$252K 1.66% 26
2025
Q4 		$19.7M Buy
60,993
+1,510
+3% +$468K 1.75% 23
2025
Q3 		$18.8M Sell
59,483
-2,456
-4% -$730K 1.74% 24
2025
Q2 		$18M Buy
61,939
+1,373
+2% +$350K 1.74% 24
2025
Q1 		$14.9M Sell
60,566
-735
-1% -$187K 1.59% 28
2024
Q4 		$16.4M Buy
61,301
+728
+1% +$170K 1.57% 25
2024
Q3 		$12.8M Buy
60,573
+100
+0.2% +$21.1K 1.31% 32
2024
Q2 		$12.2M Sell
60,473
-40
-0.1% -$7.82K 1.41% 31
2024
Q1 		$12.1M Sell
60,513
-10
-0% -$1.8K 1.37% 33
2023
Q4 		$10.3M Sell
60,523
-46
-0.1% -$6.97K 1.33% 33
2023
Q3 		$8.78M Buy
60,569
+381
+0.6% +$57.1K 1.26% 31
2023
Q2 		$8.75M Sell
60,188
-179
-0.3% -$24.6K 1.25% 31
2023
Q1 		$7.87M Buy
60,367
+261
+0.4% +$35.8K 1.19% 32
2022
Q4 		$8.06M Buy
60,106
+914
+2% +$116K 1.27% 29
2022
Q3 		$6.19M Buy
59,192
+26,321
+80% +$3.02M 1.16% 32
2022
Q2 		$3.7M Buy
32,871
+2,484
+8% +$308K 0.67% 44
2022
Q1 		$4.14M Buy
30,387
+345
+1% +$50.9K 0.67% 46
2021
Q4 		$4.76M Buy
30,042
+340
+1% +$55.8K 0.74% 46
2021
Q3 		$4.86M Sell
29,702
-303
-1% -$47.5K 0.81% 46
2021
Q2 		$4.67M Sell
30,005
-352
-1% -$55.3K 0.74% 47
2021
Q1 		$4.62M Buy
30,357
+1,005
+3% +$145K 0.76% 45
2020
Q4 		$3.73M Buy
29,352
+8
+0% +$894 0.69% 46
2020
Q3 		$2.83M Sell
29,344
-443
-1% -$43.5K 0.63% 45
2020
Q2 		$2.8M Buy
29,787
+27,347
+1,121% +$2.59M 0.66% 43
2020
Q1 		$220K Sell
2,440
-206
-8% -$25K 0.06% 63
2019
Q4 		$369K Hold
2,646
– – 0.08% 52
2019
Q3 		$311K Buy
2,646
+75
+3% +$8.48K 0.07% 57
2019
Q2 		$287K Hold
2,571
– – 0.06% 57
2019
Q1 		$260K Sell
2,571
-260
-9% -$26.8K 0.06% 57
2018
Q4 		$276K Sell
2,831
-40
-1% -$4.26K 0.08% 50
2018
Q3 		$324K Buy
2,871
+175
+6% +$19.9K 0.07% 52
2018
Q2 		$281K Sell
2,696
-120
-4% -$13.2K 0.07% 50
2018
Q1 		$310K Sell
2,816
-621
-18% -$70.3K 0.08% 49
2017
Q4 		$368K Sell
3,437
-158
-4% -$16K 0.09% 47
2017
Q3 		$343K Hold
3,595
– – 0.08% 44
2017
Q2 		$329K Buy
3,595
+240
+7% +$20.7K 0.09% 45
2017
Q1 		$295K Buy
3,355
+524
+19% +$46.2K 0.07% 53
2016
Q4 		$244K Buy
+2,831
New +$216K 0.06% 53

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

Zuckerman Investment Group's JPM Position: Q1 2026 in Review

Zuckerman Investment Group reduced its JPMorgan Chase (JPM) stake by 1.4% in Q1 2026, selling an estimated $252K and leaving 60,161 shares worth $17.7M. The position accounts for 1.66% of the portfolio, ranked #26.

Zuckerman Investment Group first reported a position in JPM in Q4 2016 and has held it in 38 quarters since. The position peaked at $19.7M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Zuckerman Investment Group held 60,161 shares of JPMorgan Chase worth $17.7M as of Q1 2026.
  • Zuckerman Investment Group sold 832 JPMorgan Chase shares in Q1 2026, an estimated $252K.
  • JPMorgan Chase made up 1.66% of Zuckerman Investment Group's portfolio in Q1 2026, its #26 holding.
  • Zuckerman Investment Group first reported a position in JPMorgan Chase in Q4 2016 and has held it in 38 quarters since.
  • Zuckerman Investment Group's JPMorgan Chase position peaked at $19.7M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.