Skip to content
Disclosery

Zuckerman Investment Group, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Zuckerman Investment Group, LLC on JPM, newest first. How the timeline and the estimate are built.

Zuckerman Investment Group, LLC held 59,805 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,805 shares
    Change vs previous 13F -356 shares

    1.66% of the 13F portfolio, value $19,576,058.

    13F-HR 0001423296-26-000008 filed by Zuckerman Investment Group, LLC
    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 60,161 shares
    Change vs previous 13F -832 shares

    1.66% of the 13F portfolio, value $17,696,988.

    13F-HR 0001423296-26-000005 filed by Zuckerman Investment Group, LLC
    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 60,993 shares
    Change vs previous 13F +1,510 shares

    1.75% of the 13F portfolio, value $19,653,138.

    13F-HR 0001423296-26-000002 filed by Zuckerman Investment Group, LLC
    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 59,483 shares
    Change vs previous 13F -2,456 shares

    1.74% of the 13F portfolio, value $18,762,649.

    13F-HR 0001423296-25-000015 filed by Zuckerman Investment Group, LLC
    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 61,939 shares
    Change vs previous 13F +1,373 shares

    1.74% of the 13F portfolio, value $17,956,636.

    13F-HR 0001423296-25-000008 filed by Zuckerman Investment Group, LLC
    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 60,566 shares
    Change vs previous 13F -735 shares

    1.59% of the 13F portfolio, value $14,856,919.

    13F-HR 0001423296-25-000004 filed by Zuckerman Investment Group, LLC
    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 61,301 shares
    Change vs previous 13F +728 shares

    1.57% of the 13F portfolio, value $16,355,805.

    13F-HR 0001423296-25-000001 filed by Zuckerman Investment Group, LLC
    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 60,573 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $12,772,381.

    13F-HR 0001423296-24-000014 filed by Zuckerman Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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