How many shares of JPM does ZACKS INVESTMENT MANAGEMENT own?

As of 2026-Q2, ZACKS INVESTMENT MANAGEMENT holds 910,319 shares of JPM (JPMORGAN CHASE & CO).

What is ZACKS INVESTMENT MANAGEMENT's JPM position worth?

As of 2026-Q2, ZACKS INVESTMENT MANAGEMENT's JPM position is worth $298M.

Is ZACKS INVESTMENT MANAGEMENT buying or selling JPM?

In 2026-Q2, ZACKS INVESTMENT MANAGEMENT decreased their JPM position (-0.3% change in shares).

When did ZACKS INVESTMENT MANAGEMENT first buy JPM?

Based on available 13F filings, ZACKS INVESTMENT MANAGEMENT first reported a position in JPM in 2019-Q1. They have held the position across 30 quarters.

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ZACKS INVESTMENT MANAGEMENT

JPM
30 quarters

Position history for ZACKS INVESTMENT MANAGEMENT's holdings in JPMORGAN CHASE & CO

Current Value

$298M

Current Shares

910,319

Total Value Change

+$220M

Total Shares Change

+139,700

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	910,319	-0.3%	$298M	2.1%	$325.86	0
2026-Q1	Decreased	912,899	-16.4%	$268.5M	2.2%	$300.26	0
2025-Q4	Decreased	1.1M	-11.1%	$351.7M	2.8%	$321.97	0
2025-Q3	Increased	1.2M	+0.2%	$387M	3.1%	$312.75	57
2025-Q2	Increased	1.2M	+0.2%	$354.9M	3.0%	$283.07	57
2025-Q1	Increased	1.2M	+2.5%	$299.8M	2.8%	$237.97	54
2024-Q4	Decreased	1.2M	-10.1%	$285.7M	2.6%	$233.31	0
2024-Q3	Increased	1.3M	+11.6%	$279.6M	2.4%	$203.96	59
2024-Q2	Increased	1.2M	+4.3%	$240.3M	2.7%	$194.90	55
2024-Q1	Increased	1.1M	+2.7%	$228.2M	2.4%	$191.89	54
2023-Q4	Decreased	1.1M	-4.1%	$188.6M	2.3%	$161.96	0
2023-Q3	Decreased	1.2M	-0.1%	$167.7M	2.2%	$137.07	0
2023-Q2	Increased	1.2M	+0.5%	$168.4M	2.1%	$134.64	52
2023-Q1	Increased	1.2M	+5.4%	$150.2M	2.0%	$119.92	55
2022-Q4	Increased	1.1M	+7.2%	$146.7M	2.0%	$123.99	56
2022-Q3	Increased	1M	+2.7%	$106.7M	1.7%	$97.28	49
2022-Q2	Increased	993,594	+5.0%	$111.9M	1.7%	$104.73	50
2022-Q1	Increased	945,970	+17.8%	$129M	1.8%	$126.72	56
2021-Q4	Increased	803,253	+1.9%	$127.2M	1.8%	$142.04	48
2021-Q3	Increased	788,515	+1.4%	$129.1M	2.0%	$147.85	52
2021-Q2	Increased	777,310	+0.2%	$120.9M	2.0%	$136.54	47
2021-Q1	Decreased	775,740	-3.0%	$118.1M	2.1%	$136.04	0
2020-Q4	Increased	799,917	+3.5%	$101.6M	1.9%	$109.61	49
2020-Q3	Decreased	773,034	-1.1%	$74.4M	1.5%	$82.60	0
2020-Q2	Increased	781,231	+2.3%	$73.5M	1.6%	$79.79	48
2020-Q1	Decreased	763,969	-0.7%	$68.8M	1.7%	$79.39	0
2019-Q4	Decreased	769,676	-3.3%	$107.3M	2.0%	$116.96	0
2019-Q3	Increased	795,828	+2.5%	$93.7M	1.9%	$98.53	48
2019-Q2	Increased	776,361	+0.8%	$86.8M	1.8%	$92.92	47
2019-Q1	New	770,619	-	$78M	1.7%	$83.49	68

Other major holders of JPM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

JPM30 quarters

JPM
30 quarters