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JPM
Showing 8 of 29 quarters

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

ZACKS INVESTMENT MANAGEMENT holds 912,899 shares of JPM (JPMORGAN CHASE & CO), worth $268.5M as of 2026-Q1. The position was decreased (-16.4% shares). JPM represents 2.2% of ZACKS INVESTMENT MANAGEMENT's portfolio.

Current Value

$268.5M

Current Shares

912,899

Total Value Change

+$28.2M

Total Shares Change

-275,354

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
912,899
-16.4%
$268.5M2.2%$300.26
0
2025-Q4
Decreased
1.1M
-11.1%
$351.7M2.8%$321.97
0
2025-Q3
Increased
1.2M
+0.2%
$387M3.1%$312.75
57
2025-Q2
Increased
1.2M
+0.2%
$354.9M3.0%$283.07
57
2025-Q1
Increased
1.2M
+2.5%
$299.8M2.8%$237.97
54
2024-Q4
Decreased
1.2M
-10.1%
$285.7M2.6%$233.31
0
2024-Q3
Increased
1.3M
+11.6%
$279.6M2.4%$203.96
59
2024-Q2
Increased
1.2M
+4.3%
$240.3M2.7%$194.90
55

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

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