Zullo Investment Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.01M | Buy |
20,718
+65
| +0.3% | +$18.8K | 2.44% | 7 |
|
|
2025
Q1 | $5.07M | Buy |
20,653
+138
| +0.7% | +$33.9K | 2.17% | 8 |
|
|
2024
Q4 | $4.92M | Buy |
20,515
+110
| +0.5% | +$26.4K | 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% | +$28.7K | 1.82% | 8 |
|
|
2024
Q1 | $4.08M | Buy |
20,362
+106
| +0.5% | +$21.2K | 1.91% | 8 |
|
|
2023
Q4 | $3.45M | Buy |
20,256
+357
| +2% | +$60.7K | 1.77% | 8 |
|
|
2023
Q3 | $2.89M | Buy |
19,899
+580
| +3% | +$84.1K | 1.69% | 8 |
|
|
2023
Q2 | $2.81M | Buy |
19,319
+49
| +0.3% | +$7.13K | 1.6% | 10 |
|
|
2023
Q1 | $2.51M | Buy |
19,270
+609
| +3% | +$79.4K | 1.56% | 11 |
|
|
2022
Q4 | $2.5M | Buy |
18,661
+440
| +2% | +$59K | 1.53% | 9 |
|
|
2022
Q3 | $1.9M | Buy |
18,221
+832
| +5% | +$86.9K | 1.23% | 13 |
|
|
2022
Q2 | $1.96M | Buy |
17,389
+736
| +4% | +$82.9K | 1.22% | 15 |
|
|
2022
Q1 | $2.27M | Buy |
16,653
+688
| +4% | +$93.8K | 1.18% | 15 |
|
|
2021
Q4 | $2.53M | Buy |
+15,965
| New | +$2.53M | 1.3% | 12 |
|