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JPMJPM
30 quarters

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

Yes. Zacks Investment Management holds 910,319 shares of JPM (JPMorgan Chase), worth $298M, as of its Q2 2026 13F filing. It reduced the position by 2,580 shares (-0.3%) from Q1 2026. Zacks Investment Management has held JPM in every 13F on record since Q1 2019, 30 quarterly filings. JPM is 2.1% of Zacks Investment Management's reported 13F portfolio.

Current Value

$298M

Current Shares

910,319

Total Value Change

+$220M

Total Shares Change

+139,700

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
910,319
-0.3%
$298M2.1%$325.86
0
2026-Q1
Decreased
912,899
-16.4%
$268.5M2.2%$291.35
0
2025-Q4
Decreased
1.1M
-11.1%
$351.7M2.8%$317.71
0
2025-Q3
Increased
1.2M
+0.2%
$387M3.1%$309.51
57
2025-Q2
Increased
1.2M
+0.2%
$354.9M3.0%$283.10
57
2025-Q1
Increased
1.2M
+2.5%
$299.8M2.8%$238.07
54
2024-Q4
Decreased
1.2M
-10.1%
$285.7M2.6%$231.45
0
2024-Q3
Increased
1.3M
+11.6%
$279.6M2.4%$202.36
59
2024-Q2
Increased
1.2M
+4.3%
$240.3M2.7%$193.03
55
2024-Q1
Increased
1.1M
+2.7%
$228.2M2.4%$190.06
54
2023-Q4
Decreased
1.1M
-4.1%
$188.6M2.3%$160.41
0
2023-Q3
Decreased
1.2M
-0.1%
$167.7M2.2%$135.76
0
2023-Q2
Increased
1.2M
+0.5%
$168.4M2.1%$135.22
52
2023-Q1
Increased
1.2M
+5.4%
$150.2M2.0%$120.21
55
2022-Q4
Increased
1.1M
+7.2%
$146.7M2.0%$122.80
56
2022-Q3
Increased
1M
+2.7%
$106.7M1.7%$94.85
49
2022-Q2
Increased
993,594
+5.0%
$111.9M1.7%$101.31
50
2022-Q1
Increased
945,970
+17.8%
$129M1.8%$121.74
56
2021-Q4
Increased
803,253
+1.9%
$127.2M1.8%$140.57
48
2021-Q3
Increased
788,515
+1.4%
$129.1M2.0%$144.44
52
2021-Q2
Increased
777,310
+0.2%
$120.9M2.0%$136.46
47
2021-Q1
Decreased
775,740
-3.0%
$118.1M2.1%$132.78
0
2020-Q4
Increased
799,917
+3.5%
$101.6M1.9%$110.04
49
2020-Q3
Decreased
773,034
-1.1%
$74.4M1.5%$82.60
0
2020-Q2
Increased
781,231
+2.3%
$73.5M1.6%$79.93
48
2020-Q1
Decreased
763,969
-0.7%
$68.8M1.7%$75.71
0
2019-Q4
Decreased
769,676
-3.3%
$107.3M2.0%$116.49
0
2019-Q3
Increased
795,828
+2.5%
$93.7M1.9%$97.56
48
2019-Q2
Increased
776,361
+0.8%
$86.8M1.8%$92.03
47
2019-Q1
First report
770,619
-
$78M1.7%$82.70
0

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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