JPMORGAN CHASE & CO · CUSIP 46625H100 · CIK 1909760
As of 2026-06-30, Zullo Investment Group, Inc. reported 19.97K JPM (shares), valued at $6.54M, or 2.23% of its reported non-derivative portfolio. Filed 2026-07-31.
Verify history & sources →Shares decreased 3.67%; reported value increased 7.19%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.23% | 19,973 | SEC filing ↗Filed Jul 31, 2026 |
| Q1 2026 | 2.31% | 20,734 | SEC filing ↗Filed Apr 15, 2026 |
| Q4 2025 | 2.42% | 20,536 | SEC filing ↗Filed Jan 26, 2026 |
| Q3 2025 | 2.42% | 20,724 | SEC filing ↗Filed Oct 23, 2025 |
| Q2 2025 | 2.44% | 20,718 | SEC filing ↗Filed Jul 24, 2025 |
| Q1 2025 | 2.17% | 20,653 | SEC filing ↗Filed May 1, 2025 |
| Q4 2024 | 1.99% | 20,515 | SEC filing ↗Filed Feb 3, 2025 |
| Q3 2024 | 1.79% | 20,405 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 1.82% | 20,504 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 1.91% | 20,362 | SEC filing ↗Filed Apr 24, 2024 |
| Q4 2023 | 1.77% | 20,256 | SEC filing ↗Filed Jan 19, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 1.77% | 20,256 | $3.45M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 19, 2024 |
| Q1 2024 | 1.91% | 20,362 | $4.08M | Shares increased 0.52%; reported value increased 18.37%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2024 |
| Q2 2024 | 1.82% | 20,504 | $4.15M | Shares increased 0.70%; reported value increased 1.68%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 1.79% | 20,405 | $4.30M | Shares decreased 0.48%; reported value increased 3.75%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 1.99% | 20,515 | $4.92M | Shares increased 0.54%; reported value increased 14.29%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2025 |
| Q1 2025 | 2.17% | 20,653 | $5.07M | Shares increased 0.67%; reported value increased 3.02%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2025 |
| Q2 2025 | 2.44% | 20,718 | $6.01M | Shares increased 0.31%; reported value increased 18.56%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2025 |
| Q3 2025 | 2.42% | 20,724 | $6.54M | Shares increased 0.03%; reported value increased 8.84%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2025 |
| Q4 2025 | 2.42% | 20,536 | $6.62M | Shares decreased 0.91%; reported value increased 1.23%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2026 |
| Q1 2026 | 2.31% | 20,734 | $6.10M | Shares increased 0.96%; reported value decreased 7.83%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2026 |
| Q2 2026 | 2.23% | 19,973 | $6.54M | Shares decreased 3.67%; reported value increased 7.19%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2026 |
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