Skip to content
Disclosery

Zullo Investment Group, Inc.: JPM position timeline

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

Zullo Investment Group, Inc. held 19,973 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,973 shares
    Change vs previous 13F -761 shares

    2.23% of the 13F portfolio, value $6,537,903.

    13F-HR 0001909760-26-000003 filed by Zullo Investment Group, Inc.
    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 20,734 shares
    Change vs previous 13F +198 shares

    2.31% of the 13F portfolio, value $6,099,376.

    13F-HR 0001909760-26-000002 filed by Zullo Investment Group, Inc.
    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 20,536 shares
    Change vs previous 13F -188 shares

    2.42% of the 13F portfolio, value $6,617,366.

    13F-HR 0001909760-26-000001 filed by Zullo Investment Group, Inc.
    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 20,724 shares
    Change vs previous 13F +6 shares

    2.42% of the 13F portfolio, value $6,537,206.

    13F-HR 0001909760-25-000002 filed by Zullo Investment Group, Inc.
    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 20,718 shares
    Change vs previous 13F +65 shares

    2.44% of the 13F portfolio, value $6,006,362.

    13F-HR 0001085146-25-004138 filed by Zullo Investment Group, Inc.
    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 20,653 shares
    Change vs previous 13F +138 shares

    2.17% of the 13F portfolio, value $5,066,109.

    13F-HR 0001085146-25-002533 filed by Zullo Investment Group, Inc.
    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 20,515 shares
    Change vs previous 13F +110 shares

    1.99% of the 13F portfolio, value $4,917,740.

    13F-HR 0001085146-25-000702 filed by Zullo Investment Group, Inc.
    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 20,405 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $4,302,722.

    13F-HR 0001085146-24-004857 filed by Zullo Investment Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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