ZWJ Investment Counsel’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $73.7M | Buy |
225,108
+4,944
| +2% | +$1.54M | 2.38% | 11 |
|
|
2026
Q1 | $64.8M | Sell |
220,164
-1,552
| -0.7% | -$471K | 2.33% | 12 |
|
|
2025
Q4 | $71.4M | Sell |
221,716
-5,805
| -3% | -$1.8M | 2.58% | 9 |
|
|
2025
Q3 | $71.8M | Sell |
227,521
-5,120
| -2% | -$1.52M | 2.54% | 10 |
|
|
2025
Q2 | $67.4M | Sell |
232,641
-4,729
| -2% | -$1.21M | 2.51% | 8 |
|
|
2025
Q1 | $58.2M | Sell |
237,370
-5,584
| -2% | -$1.42M | 2.37% | 12 |
|
|
2024
Q4 | $58.2M | Sell |
242,954
-3,513
| -1% | -$818K | 2.41% | 10 |
|
|
2024
Q3 | $52M | Sell |
246,467
-2,117
| -0.9% | -$446K | 2.12% | 12 |
|
|
2024
Q2 | $50.3M | Sell |
248,584
-2,554
| -1% | -$499K | 2.21% | 12 |
|
|
2024
Q1 | $50.3M | Sell |
251,138
-1,328
| -0.5% | -$240K | 2.29% | 11 |
|
|
2023
Q4 | $42.9M | Sell |
252,466
-2,002
| -0.8% | -$303K | 2.21% | 12 |
|
|
2023
Q3 | $36.9M | Sell |
254,468
-1,853
| -0.7% | -$278K | 2.05% | 17 |
|
|
2023
Q2 | $37.3M | Sell |
256,321
-18,330
| -7% | -$2.52M | 1.95% | 18 |
|
|
2023
Q1 | $35.8M | Sell |
274,651
-5,437
| -2% | -$745K | 1.98% | 18 |
|
|
2022
Q4 | $37.6M | Sell |
280,088
-604
| -0.2% | -$76.5K | 2.12% | 15 |
|
|
2022
Q3 | $29.3M | Buy |
280,692
+236
| +0.1% | +$27.1K | 1.84% | 22 |
|
|
2022
Q2 | $31.6M | Buy |
280,456
+5,372
| +2% | +$666K | 1.84% | 19 |
|
|
2022
Q1 | $37.5M | Buy |
275,084
+492
| +0.2% | +$72.6K | 1.98% | 17 |
|
|
2021
Q4 | $43.5M | Sell |
274,592
-2,270
| -0.8% | -$373K | 2.23% | 10 |
|
|
2021
Q3 | $45.3M | Sell |
276,862
-2,585
| -0.9% | -$405K | 2.57% | 7 |
|
|
2021
Q2 | $43.5M | Buy |
279,447
+467
| +0.2% | +$73.3K | 2.51% | 8 |
|
|
2021
Q1 | $42.5M | Sell |
278,980
-4,126
| -1% | -$594K | 2.61% | 8 |
|
|
2020
Q4 | $36M | Buy |
283,106
+8,436
| +3% | +$943K | 2.45% | 8 |
|
|
2020
Q3 | $26.4M | Sell |
274,670
-4,484
| -2% | -$440K | 2.12% | 17 |
|
|
2020
Q2 | $26.3M | Buy |
279,154
+6,257
| +2% | +$594K | 2.28% | 16 |
|
|
2020
Q1 | $24.6M | Sell |
272,897
-6,590
| -2% | -$801K | 2.2% | 16 |
|
|
2019
Q4 | $39M | Sell |
279,487
-9,920
| -3% | -$1.27M | 2.62% | 4 |
|
|
2019
Q3 | $34.1M | Buy |
289,407
+3,972
| +1% | +$449K | 2.66% | 6 |
|
|
2019
Q2 | $31.9M | Buy |
285,435
+1,589
| +0.6% | +$175K | 2.5% | 8 |
|
|
2019
Q1 | $28.7M | Buy |
283,846
+9,761
| +4% | +$1.01M | 2.37% | 11 |
|
|
2018
Q4 | $26.8M | Buy |
274,085
+2,844
| +1% | +$303K | 2.52% | 10 |
|
|
2018
Q3 | $30.6M | Sell |
271,241
-1,036
| -0.4% | -$118K | 2.49% | 10 |
|
|
2018
Q2 | $28.4M | Sell |
272,277
-2,131
| -0.8% | -$234K | 2.45% | 10 |
|
|
2018
Q1 | $30.2M | Sell |
274,408
-41,434
| -13% | -$4.69M | 2.72% | 5 |
|
|
2017
Q4 | $33.8M | Sell |
315,842
-4,361
| -1% | -$442K | 2.67% | 5 |
|
|
2017
Q3 | $30.6M | Sell |
320,203
-553
| -0.2% | -$51K | 2.39% | 7 |
|
|
2017
Q2 | $29.3M | Buy |
320,756
+11,506
| +4% | +$993K | 2.34% | 6 |
|
|
2017
Q1 | $27.2M | Buy |
309,250
+11,607
| +4% | +$1.02M | 2.23% | 8 |
|
|
2016
Q4 | $25.7M | Sell |
297,643
-6,618
| -2% | -$505K | 2.47% | 5 |
|
|
2016
Q3 | $20.3M | Sell |
304,261
-2,492
| -0.8% | -$162K | 2.02% | 15 |
|
|
2016
Q2 | $19.1M | Buy |
306,753
+15,767
| +5% | +$985K | 1.91% | 18 |
|
|
2016
Q1 | $17.2M | Buy |
290,986
+25,403
| +10% | +$1.48M | 1.83% | 19 |
|
|
2015
Q4 | $17.5M | Buy |
265,583
+11,334
| +4% | +$738K | 1.91% | 16 |
|
|
2015
Q3 | $15.5M | Buy |
254,249
+3,178
| +1% | +$208K | 1.76% | 21 |
|
|
2015
Q2 | $17M | Sell |
251,071
-10,064
| -4% | -$657K | 1.77% | 19 |
|
|
2015
Q1 | $15.8M | Sell |
261,135
-1,538
| -0.6% | -$91.1K | 1.66% | 24 |
|
|
2014
Q4 | $16.4M | Sell |
262,673
-1,351
| -0.5% | -$81.3K | 1.66% | 19 |
|
|
2014
Q3 | $15.9M | Buy |
264,024
+5,159
| +2% | +$302K | 1.71% | 21 |
|
|
2014
Q2 | $14.9M | Buy |
258,865
+9,995
| +4% | +$562K | 1.66% | 20 |
|
|
2014
Q1 | $15.1M | Buy |
248,870
+3,082
| +1% | +$178K | 1.75% | 18 |
|
|
2013
Q4 | $14.4M | Buy |
245,788
+4,453
| +2% | +$244K | 1.65% | 21 |
|
|
2013
Q3 | $12.5M | Buy |
241,335
+45
| +0% | +$2.41K | 1.6% | 26 |
|
|
2013
Q2 | $12.7M | Buy |
+241,290
| New | +$12.3M | 1.72% | 20 |
|
Other funds holding JPM
ZWJ Investment Counsel's JPM Position: Q2 2026 in Review
ZWJ Investment Counsel increased its JPMorgan Chase (JPM) stake by 2.2% in Q2 2026, buying an estimated $1.54M and bringing the position to 225,108 shares worth $73.7M. The position accounts for 2.38% of the portfolio, ranked #11.
ZWJ Investment Counsel first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- ZWJ Investment Counsel held 225,108 shares of JPMorgan Chase worth $73.7M as of Q2 2026.
- ZWJ Investment Counsel bought 4,944 JPMorgan Chase shares in Q2 2026, an estimated $1.54M.
- JPMorgan Chase made up 2.38% of ZWJ Investment Counsel's portfolio in Q2 2026, its #11 holding.
- ZWJ Investment Counsel first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
- 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.