EBWM
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
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% -$4.05K 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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Eagle Bluffs Wealth Management's JPM Position: Q1 2026 in Review

Eagle Bluffs Wealth Management increased its JPMorgan Chase (JPM) stake by 1.2% in Q1 2026, buying an estimated $48.6K and bringing the position to 13,047 shares worth $3.84M. The position accounts for 1.5% of the portfolio, ranked #21.

Eagle Bluffs Wealth Management first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.15M in Q4 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Eagle Bluffs Wealth Management held 13,047 shares of JPMorgan Chase worth $3.84M as of Q1 2026.
  • Eagle Bluffs Wealth Management bought 160 JPMorgan Chase shares in Q1 2026, an estimated $48.6K.
  • JPMorgan Chase made up 1.5% of Eagle Bluffs Wealth Management's portfolio in Q1 2026, its #21 holding.
  • Eagle Bluffs Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Eagle Bluffs Wealth Management's JPMorgan Chase position peaked at $4.15M in Q4 2025.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.