ZACKS INVESTMENT MANAGEMENT

Position in JPM — Jpmorgan Chase & Co

CIK 1086483 Chicago, IL

Position in JPM

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$268,538,369

-$83,167,660 QoQ

Shares Held

912,899

-16.4% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

2.23%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

ZACKS INVESTMENT MANAGEMENT holds $619,805,517 across 5 Banks - Diversified names. JPM ranks #1 (43.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	912,899	$268,538,369
2	BAC	Bank Of America Corp /De/	2,243,352	$109,363,409
3	BNY	Bank of New York Mellon Corp	853,807	$101,287,124
4	WFC	Wells Fargo & Company/Mn	1,042,912	$83,026,224
5	C	Citigroup Inc	507,807	$57,590,391

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$268,538,369	912,899	-16.4%	Shares	Sole	2026-05-14
2025-12-31	$351,706,029	1,091,509	-11.0%	Shares	Sole	2026-02-17
2025-09-30	$387,047,435	1,227,047	+0.2%	Shares	Sole	2025-11-14
2025-06-30	$354,878,831	1,224,100	+0.2%	Shares	Sole	2025-08-12
2025-03-31	$299,766,902	1,222,042	+2.5%	Shares	Sole	2025-05-14
2024-12-31	$285,667,201	1,191,720	-10.1%	Shares	Sole	2025-02-13
2024-09-30	$279,636,627	1,326,172	+11.6%	Shares	Sole	2024-11-14
2024-06-30	$240,336,051	1,188,253	+4.3%	Shares	Sole	2024-08-14
2024-03-31	$228,188,369	1,139,233	+2.7%	Shares	Sole	2024-05-15
2023-12-31	$188,619,297	1,108,873	-4.1%	Shares	Sole	2024-02-14
2023-09-30	$167,734,337	1,156,629	-0.1%	Shares	Sole	2023-11-14
2023-06-30	$168,412,829	1,157,954	+0.5%	Shares	Sole	2023-08-15
2023-03-31	$150,212,115	1,152,729	+5.4%	Shares	Sole	2023-05-15
2022-12-31	$146,651,760	1,093,600	+7.2%	Shares	Sole	2023-02-14
2022-09-30	$106,649,983	1,020,574	+2.7%	Shares	Sole	2022-11-14
2022-06-30	$111,888,620	993,594	+5.0%	Shares	Sole	2022-08-15
2022-03-31	$128,954,630	945,970	+17.8%	Shares	Sole	2022-05-13
2021-12-31	$127,195,112	803,253	+1.9%	Shares	Sole	2022-02-15
2021-09-30	$129,072,020	788,515	+1.4%	Shares	Sole	2021-11-15
2021-06-30	$120,902,797	777,310	+0.2%	Shares	Sole	2021-08-16
2021-03-31	$118,090,900	775,740	-3.0%	Shares	Sole	2021-05-17
2020-12-31	$101,645,453	799,917	+3.5%	Shares	Sole	2021-02-16
2020-09-30	$74,419,983	773,034	-1.0%	Shares	Sole	2020-11-16
2020-06-30	$73,482,587	781,231	+2.3%	Shares	Sole	2020-08-14
2020-03-31	$68,780,129	763,969	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.