Zullo Investment Group, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1909760 SCRANTON, PA

Position in JPM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$6,537,762

+$438,649 QoQ

Shares Held

19,973

-3.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.94%

of 13F equity value

Holder Rank

#1,848

of 5,056 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Financial Services · as of Jun 30, 2026

Zullo Investment Group, Inc. holds $8,500,748 across 4 Banks - Diversified names. JPM ranks #1 (76.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	19,973	$6,537,762
2	BAC	Bank Of America Corp /De/	12,982	$739,714
3	C	Citigroup Inc	5,224	$731,151
4	WFC	Wells Fargo & Company/Mn	5,955	$492,121

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,537,762	19,973	-3.7%	Shares	Sole	2026-07-31
2026-03-31	$6,099,113	20,734	+1.0%	Shares	Sole	2026-04-15
2025-12-31	$6,617,109	20,536	-0.9%	Shares	Sole	2026-01-26
2025-09-30	$6,536,971	20,724	+0.0%	Shares	Sole	2025-10-23
2025-06-30	$6,006,355	20,718	+0.3%	Shares	Sole	2025-07-24
2025-03-31	$5,066,180	20,653	+0.7%	Shares	Sole	2025-05-01
2024-12-31	$4,917,650	20,515	+0.5%	Shares	Sole	2025-02-03
2024-09-30	$4,302,598	20,405	-0.5%	Shares	Sole	2024-10-15
2024-06-30	$4,147,139	20,504	+0.7%	Shares	Sole	2024-08-13
2024-03-31	$4,078,508	20,362	+0.5%	Shares	Sole	2024-04-24
2023-12-31	$3,445,545	20,256	+1.8%	Shares	Sole	2024-01-19
2023-09-30	$2,885,752	19,899	+3.0%	Shares	Sole	2023-10-19
2023-06-30	$2,809,755	19,319	+0.3%	Shares	Sole	2023-07-19
2023-03-31	$2,511,073	19,270	+3.3%	Shares	Sole	2023-04-25
2022-12-31	$2,502,440	18,661	+2.4%	Shares	Sole	2023-02-14
2022-09-30	$1,904,094	18,221	+4.8%	Shares	Sole	2022-11-08
2022-06-30	$1,958,175	17,389	+4.4%	Shares	Sole	2022-08-11
2022-03-31	$2,270,136	16,653	+4.3%	Shares	Sole	2022-05-16
2021-12-31	$2,528,057	15,965	—	Shares	Sole	2022-02-16
No filing history on record for this holder in this stock.