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

Zullo 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
Q2 		$6.54M Sell
19,973
-761
-4% -$236K 2.23% 7
2026
Q1 		$6.1M Buy
20,734
+198
+1% +$60.1K 2.31% 7
2025
Q4 		$6.62M Sell
20,536
-188
-0.9% -$58.2K 2.42% 7
2025
Q3 		$6.54M Buy
20,724
+6
+0% +$1.78K 2.42% 7
2025
Q2 		$6.01M Buy
20,718
+65
+0.3% +$16.6K 2.44% 7
2025
Q1 		$5.07M Buy
20,653
+138
+0.7% +$35.2K 2.17% 8
2024
Q4 		$4.92M Buy
20,515
+110
+0.5% +$25.6K 1.99% 8
2024
Q3 		$4.3M Sell
20,405
-99
-0.5% -$20.9K 1.79% 8
2024
Q2 		$4.15M Buy
20,504
+142
+0.7% +$27.8K 1.82% 8
2024
Q1 		$4.08M Buy
20,362
+106
+0.5% +$19.1K 1.91% 8
2023
Q4 		$3.45M Buy
20,256
+357
+2% +$54.1K 1.77% 8
2023
Q3 		$2.89M Buy
19,899
+580
+3% +$86.9K 1.69% 8
2023
Q2 		$2.81M Buy
19,319
+49
+0.3% +$6.74K 1.6% 10
2023
Q1 		$2.51M Buy
19,270
+609
+3% +$83.4K 1.56% 11
2022
Q4 		$2.5M Buy
18,661
+440
+2% +$55.8K 1.53% 9
2022
Q3 		$1.9M Buy
18,221
+832
+5% +$95.5K 1.23% 13
2022
Q2 		$1.96M Buy
17,389
+736
+4% +$91.2K 1.22% 15
2022
Q1 		$2.27M Buy
16,653
+688
+4% +$102K 1.18% 15
2021
Q4 		$2.53M Buy
+15,965
New +$2.62M 1.3% 12

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Zullo Investment Group's JPM Position: Q2 2026 in Review

Zullo Investment Group reduced its JPMorgan Chase (JPM) stake by 3.7% in Q2 2026, selling an estimated $236K and leaving 19,973 shares worth $6.54M. The position accounts for 2.23% of the portfolio, ranked #7.

Zullo Investment Group first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.62M in Q4 2025. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Zullo Investment Group held 19,973 shares of JPMorgan Chase worth $6.54M as of Q2 2026.
  • Zullo Investment Group sold 761 JPMorgan Chase shares in Q2 2026, an estimated $236K.
  • JPMorgan Chase made up 2.23% of Zullo Investment Group's portfolio in Q2 2026, its #7 holding.
  • Zullo Investment Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Zullo Investment Group's JPMorgan Chase position peaked at $6.62M in Q4 2025.
  • 5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.