Eagle Bluffs Wealth Management
JPM icon

Eagle Bluffs Wealth Management’s JPMorgan Chase JPM Stock Holding History

Eagle Bluffs Wealth Management’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
Q3 		$4.4M Buy
13,285
+8
+0.1% +$2.8K 1.51% 19
2026
Q2 		$4.35M Buy
13,277
+230
+2% +$71.4K 1.45% 20
2026
Q1 		$3.84M Buy
13,047
+160
+1% +$48.6K 1.5% 21
2025
Q4 		$4.15M Buy
12,887
+310
+2% +$96K 1.68% 21
2025
Q3 		$3.97M Buy
12,577
+519
+4% +$154K 1.71% 20
2025
Q2 		$3.5M Buy
12,058
+54
+0.4% +$13.8K 1.66% 21
2025
Q1 		$2.94M Buy
12,004
+21
+0.2% +$5.35K 1.56% 21
2024
Q4 		$2.87M Sell
11,983
-606
-5% -$141K 1.54% 20
2024
Q3 		$2.65M Buy
12,589
+82
+0.7% +$17.3K 1.43% 21
2024
Q2 		$2.53M Buy
12,507
+46
+0.4% +$8.99K 1.47% 22
2024
Q1 		$2.5M Buy
12,461
+41
+0.3% +$7.4K 1.55% 23
2023
Q4 		$2.11M Sell
12,420
-391
-3% -$59.3K 1.44% 22
2023
Q3 		$1.86M Sell
12,811
-3,791
-23% -$568K 1.43% 22
2023
Q2 		$2.41M Buy
16,602
+231
+1% +$31.8K 1.86% 17
2023
Q1 		$2.13M Buy
16,371
+2,285
+16% +$313K 1.75% 19
2022
Q4 		$1.89M Sell
14,086
-32
-0.2% -$4.06K 1.98% 15
2022
Q3 		$1.48M Buy
14,118
+718
+5% +$82.4K 1.7% 21
2022
Q2 		$1.51M Buy
13,400
+2,363
+21% +$293K 1.63% 20
2022
Q1 		$1.5M Buy
11,037
+851
+8% +$126K 1.45% 18
2021
Q4 		$1.61M Buy
+10,186
New +$1.67M 1.68% 19

Other funds holding JPM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Eagle Bluffs Wealth Management's JPM Position: Q3 2026 in Review

Eagle Bluffs Wealth Management increased its JPMorgan Chase (JPM) stake by 0.06% in Q3 2026, buying an estimated $2.8K and bringing the position to 13,285 shares worth $4.4M. The position accounts for 1.51% of the portfolio, ranked #19.

Eagle Bluffs Wealth Management first reported a position in JPM in Q4 2021 and has held it in 20 quarters since. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Eagle Bluffs Wealth Management held 13,285 shares of JPMorgan Chase worth $4.4M as of Q3 2026.
  • Eagle Bluffs Wealth Management bought 8 JPMorgan Chase shares in Q3 2026, an estimated $2.8K.
  • JPMorgan Chase made up 1.51% of Eagle Bluffs Wealth Management's portfolio in Q3 2026, its #19 holding.
  • Eagle Bluffs Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 20 quarters since.
  • 4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.