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
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 $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

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

Zullo Investment Group increased its JPMorgan Chase (JPM) stake by 0.96% in Q1 2026, buying an estimated $60.1K and bringing the position to 20,734 shares worth $6.1M. The position accounts for 2.31% of the portfolio, ranked #7.

Zullo Investment Group first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.62M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Zullo Investment Group held 20,734 shares of JPMorgan Chase worth $6.1M as of Q1 2026.
  • Zullo Investment Group bought 198 JPMorgan Chase shares in Q1 2026, an estimated $60.1K.
  • JPMorgan Chase made up 2.31% of Zullo Investment Group's portfolio in Q1 2026, its #7 holding.
  • Zullo Investment Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Zullo Investment Group's JPMorgan Chase position peaked at $6.62M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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