Skip to content
Disclosery

ZACKS INVESTMENT MANAGEMENT: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ZACKS INVESTMENT MANAGEMENT on JPM, newest first. How the timeline and the estimate are built.

ZACKS INVESTMENT MANAGEMENT held 910,319 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 910,319 shares
    Change vs previous 13F -2,580 shares

    2.12% of the 13F portfolio, value $297,974,741.

    13F-HR 0001172661-26-003391 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 912,899 shares
    Change vs previous 13F -178,610 shares

    2.15% of the 13F portfolio, value $268,538,354.

    13F-HR 0001172661-26-001904 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,091,509 shares
    Change vs previous 13F -135,538 shares

    2.76% of the 13F portfolio, value $351,706,263.

    13F-HR 0001172661-26-000942 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,227,047 shares
    Change vs previous 13F +2,947 shares

    3.08% of the 13F portfolio, value $387,047,913.

    13F-HR 0001172661-25-005127 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,224,100 shares
    Change vs previous 13F +2,058 shares

    3.04% of the 13F portfolio, value $354,878,701.

    13F-HR 0001172661-25-003061 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,222,042 shares
    Change vs previous 13F +30,322 shares

    2.8% of the 13F portfolio, value $299,766,754.

    13F-HR 0001172661-25-001873 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,191,720 shares
    Change vs previous 13F -134,452 shares

    2.64% of the 13F portfolio, value $285,667,251.

    13F-HR 0001172661-25-000838 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,326,172 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $279,636,676.

    13F-HR 0001172661-24-004993 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).