EA Series Trust’s JPMorgan Chase JPM Stock Holding History

EA Series Trust’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$13.8M	Buy	+94,844	New	+$13M	0.49%	22

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EA Series Trust's JPM Position: Q2 2023 in Review

EA Series Trust opened a new position in JPMorgan Chase (JPM) in Q2 2023: 94,844 shares worth $13.8M. The stake represents 0.49% of the portfolio and ranks #22 among its holdings.

3,664 funds tracked by Wall St. Rank hold JPM as of Q2 2023.

EA Series Trust held 94,844 shares of JPMorgan Chase worth $13.8M as of Q2 2023.
JPMorgan Chase was a new EA Series Trust position in Q2 2023.
JPMorgan Chase made up 0.49% of EA Series Trust's portfolio in Q2 2023, its #22 holding.
3,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.