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Eagle Bay Advisors’s JPMorgan Chase JPM Stock Holding History

Eagle Bay Advisors’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
2026
Q2 		$907K Buy
2,772
+28
+1% +$8.7K 0.68% 30
2026
Q1 		$807K Sell
2,744
-832
-23% -$252K 0.71% 31
2025
Q4 		$1.15M Sell
3,576
-41
-1% -$12.7K 0.84% 24
2025
Q3 		$1.14M Sell
3,617
-1,452
-29% -$432K 0.9% 23
2025
Q2 		$1.47M Sell
5,069
-124
-2% -$31.6K 1.21% 21
2025
Q1 		$1.27M Sell
5,193
-285
-5% -$72.7K 1.08% 21
2024
Q4 		$1.31M Sell
5,478
-750
-12% -$175K 0.83% 23
2024
Q3 		$1.31M Sell
6,228
-258
-4% -$54.3K 0.5% 43
2024
Q2 		$1.31M Buy
6,486
+424
+7% +$82.9K 0.79% 25
2024
Q1 		$1.21M Sell
6,062
-269
-4% -$48.5K 0.77% 26
2023
Q4 		$1.08M Sell
6,331
-985
-13% -$149K 0.68% 29
2023
Q3 		$1.06M Buy
7,316
+1,639
+29% +$246K 0.49% 38
2023
Q2 		$826K Buy
5,677
+102
+2% +$14K 0.47% 41
2023
Q1 		$726K Sell
5,575
-703
-11% -$96.3K 0.4% 43
2022
Q4 		$842K Buy
6,278
+300
+5% +$38K 0.47% 39
2022
Q3 		$625K Buy
5,978
+502
+9% +$57.6K 0.39% 46
2022
Q2 		$617K Sell
5,476
-791
-13% -$98K 0.37% 47
2022
Q1 		$854K Buy
6,267
+1,581
+34% +$233K 0.7% 30
2021
Q4 		$742K Sell
4,686
-739
-14% -$121K 0.47% 30
2021
Q3 		$886K Buy
5,425
+1,658
+44% +$260K 0.5% 34
2021
Q2 		$592K Buy
+3,767
New +$592K 0.48% 32

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Eagle Bay Advisors's JPM Position: Q2 2026 in Review

Eagle Bay Advisors increased its JPMorgan Chase (JPM) stake by 1% in Q2 2026, buying an estimated $8.7K and bringing the position to 2,772 shares worth $907K. The position accounts for 0.68% of the portfolio, ranked #30.

Eagle Bay Advisors first reported a position in JPM in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.47M in Q2 2025. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Eagle Bay Advisors held 2,772 shares of JPMorgan Chase worth $907K as of Q2 2026.
  • Eagle Bay Advisors bought 28 JPMorgan Chase shares in Q2 2026, an estimated $8.7K.
  • JPMorgan Chase made up 0.68% of Eagle Bay Advisors's portfolio in Q2 2026, its #30 holding.
  • Eagle Bay Advisors first reported a position in JPMorgan Chase in Q2 2021 and has held it in 21 quarters since.
  • Eagle Bay Advisors's JPMorgan Chase position peaked at $1.47M in Q2 2025.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Eagle Bay Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.