ZIG
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Zurich Insurance Group’s JPMorgan Chase JPM Stock Holding History

Zurich Insurance 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 		$146M Buy
497,751
+15,751
+3% +$4.78M 1.15% 10
2025
Q4 		$155M Sell
482,000
-83,989
-15% -$26M 1.08% 13
2025
Q3 		$179M Buy
565,989
+2,349
+0.4% +$699K 1.28% 14
2025
Q2 		$163M Sell
563,640
-89,727
-14% -$22.9M 1.26% 13
2025
Q1 		$160M Buy
653,367
+191,833
+42% +$48.9M 1.3% 14
2024
Q4 		$111M Buy
461,534
+75,115
+19% +$17.5M 0.9% 22
2024
Q3 		$81.5M Sell
386,419
-534,993
-58% -$113M 0.69% 43
2024
Q2 		$186M Sell
921,412
-181,686
-16% -$35.5M 1.62% 9
2024
Q1 		$221M Buy
1,103,098
+525,383
+91% +$94.8M 2.02% 7
2023
Q4 		$98.3M Sell
577,715
-441,874
-43% -$67M 1% 23
2023
Q3 		$148M Buy
1,019,589
+73,757
+8% +$11.1M 1.57% 10
2023
Q2 		$138M Buy
945,832
+128,636
+16% +$17.7M 1.43% 12
2023
Q1 		$106M Buy
817,196
+1,889
+0.2% +$259K 1.34% 15
2022
Q4 		$109M Buy
815,307
+800,307
+5,335% +$101M 1.56% 15
2022
Q3 		$1.57M Sell
15,000
-499,482
-97% -$57.3M 0.02% 134
2022
Q2 		$57.9M Buy
514,482
+186,119
+57% +$23.1M 0.86% 33
2022
Q1 		$44.8M Buy
328,363
+300,563
+1,081% +$44.4M 0.55% 61
2021
Q4 		$4.4M Hold
27,800
– – 0.05% 93
2021
Q3 		$4.55M Hold
27,800
– – 0.05% 93
2021
Q2 		$4.32M Hold
27,800
– – 0.05% 94
2021
Q1 		$4.23M Hold
27,800
– – 0.06% 82
2020
Q4 		$3.53M Buy
+27,800
New +$3.11M 0.05% 84
2020
Q1 		– Sell
-789,208
Closed -$110M – 223
2019
Q4 		$110M Buy
789,208
+72,075
+10% +$9.24M 1.99% 11
2019
Q3 		$84.4M Buy
717,133
+46,243
+7% +$5.23M 1.6% 6
2019
Q2 		$75M Sell
670,890
-75,580
-10% -$8.33M 1.49% 9
2019
Q1 		$75.6M Sell
746,470
-115,875
-13% -$11.9M 1.61% 7
2018
Q4 		$84.2M Buy
862,345
+194,741
+29% +$20.7M 2.02% 4
2018
Q3 		$75.3M Buy
667,604
+35,921
+6% +$4.08M 1.6% 5
2018
Q2 		$65.8M Sell
631,683
-7,438
-1% -$816K 1.49% 7
2018
Q1 		$70.3M Buy
639,121
+15,211
+2% +$1.72M 1.62% 4
2017
Q4 		$66.7M Buy
623,910
+68,133
+12% +$6.9M 1.56% 6
2017
Q3 		$53.1M Sell
555,777
-21,786
-4% -$2.01M 1.45% 7
2017
Q2 		$52.8M Sell
577,563
-1,325
-0.2% -$114K 1.5% 5
2017
Q1 		$50.9M Buy
578,888
+33,873
+6% +$2.99M 1.47% 8
2016
Q4 		$47M Sell
545,015
-129,750
-19% -$9.89M 1.49% 7
2016
Q3 		$44.9M Sell
674,765
-30,359
-4% -$1.98M 1.51% 9
2016
Q2 		$43.8M Buy
705,124
+23,619
+3% +$1.48M 1.53% 7
2016
Q1 		$40.4M Sell
681,505
-104,580
-13% -$6.11M 1.44% 7
2015
Q4 		$51.9M Buy
786,085
+13,064
+2% +$851K 1.86% 4
2015
Q3 		$47.1M Buy
+773,021
New +$50.6M 1.73% 6

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

Zurich Insurance Group's JPM Position: Q1 2026 in Review

Zurich Insurance Group increased its JPMorgan Chase (JPM) stake by 3.3% in Q1 2026, buying an estimated $4.78M and bringing the position to 497,751 shares worth $146M. The position accounts for 1.15% of the portfolio, ranked #10.

Zurich Insurance Group first reported a position in JPM in Q3 2015 and has held it in 40 quarters since. The position peaked at $221M in Q1 2024. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Zurich Insurance Group held 497,751 shares of JPMorgan Chase worth $146M as of Q1 2026.
  • Zurich Insurance Group bought 15,751 JPMorgan Chase shares in Q1 2026, an estimated $4.78M.
  • JPMorgan Chase made up 1.15% of Zurich Insurance Group's portfolio in Q1 2026, its #10 holding.
  • Zurich Insurance Group first reported a position in JPMorgan Chase in Q3 2015 and has held it in 40 quarters since.
  • Zurich Insurance Group's JPMorgan Chase position peaked at $221M in Q1 2024.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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