Eagle Capital Management (New York)’s JPMorgan Chase JPM Stock Holding History

Eagle Capital Management (New York)’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	$326K	Hold	1,109	–	–	﹤0.01%	59
2025 Q4	$357K	Sell	1,109 -164	-13%	-$50.8K	﹤0.01%	56
2025 Q3	$402K	Buy	1,273 +164	+15%	+$48.8K	﹤0.01%	53
2025 Q2	$322K	Sell	1,109 -320	-22%	-$81.7K	﹤0.01%	54
2025 Q1	$351K	Buy	1,429 +320	+29%	+$81.6K	﹤0.01%	55
2024 Q4	$266K	Hold	1,109	–	–	﹤0.01%	50
2024 Q3	$234K	Hold	1,109	–	–	﹤0.01%	48
2024 Q2	$224K	Sell	1,109 -7,037	-86%	-$1.38M	﹤0.01%	51
2024 Q1	$1.63M	Sell	8,146 -662	-8%	-$119K	0.01%	40
2023 Q4	$1.5M	Hold	8,808	–	–	0.01%	39
2023 Q3	$1.28M	Hold	8,808	–	–	0.01%	37
2023 Q2	$1.28M	Buy	8,808 +284	+3%	+$39.1K	0.01%	37
2023 Q1	$1.11M	Hold	8,524	–	–	0.01%	40
2022 Q4	$1.14M	Sell	8,524 -284	-3%	-$36K	0.01%	41
2022 Q3	$920K	Hold	8,808	–	–	﹤0.01%	41
2022 Q2	$992K	Sell	8,808 -1,577	-15%	-$195K	﹤0.01%	41
2022 Q1	$1.42M	Hold	10,385	–	–	﹤0.01%	37
2021 Q4	$1.64M	Hold	10,385	–	–	﹤0.01%	41
2021 Q3	$1.7M	Hold	10,385	–	–	0.01%	37
2021 Q2	$1.61M	Sell	10,385 -292	-3%	-$45.9K	﹤0.01%	37
2021 Q1	$1.63M	Hold	10,677	–	–	0.01%	38
2020 Q4	$1.36M	Hold	10,677	–	–	﹤0.01%	40
2020 Q3	$1.03M	Hold	10,677	–	–	﹤0.01%	43
2020 Q2	$1M	Sell	10,677 -22,100	-67%	-$2.1M	﹤0.01%	43
2020 Q1	$2.95M	Buy	32,777 +15,400	+89%	+$1.87M	0.01%	43
2019 Q4	$2.42M	Sell	17,377 -505	-3%	-$64.8K	0.01%	43
2019 Q3	$2.1M	Hold	17,882	–	–	0.01%	41
2019 Q2	$2M	Sell	17,882 -2,015	-10%	-$222K	0.01%	43
2019 Q1	$2.01M	Hold	19,897	–	–	0.01%	43
2018 Q4	$1.94M	Sell	19,897 -6,130,840	-100%	-$653M	0.01%	44
2018 Q3	$694M	Sell	6,150,737 -26,695	-0.4%	-$3.03M	2.38%	16
2018 Q2	$644M	Sell	6,177,432 -80,472	-1%	-$8.83M	2.34%	18
2018 Q1	$688M	Sell	6,257,904 -2,123,586	-25%	-$240M	2.55%	18
2017 Q4	$896M	Sell	8,381,490 -174,210	-2%	-$17.6M	3.33%	12
2017 Q3	$817M	Sell	8,555,700 -236,764	-3%	-$21.8M	3.16%	13
2017 Q2	$804M	Sell	8,792,464 -3,592,858	-29%	-$310M	3.14%	13
2017 Q1	$1.09B	Sell	12,385,322 -224,124	-2%	-$19.8M	4.45%	10
2016 Q4	$1.09B	Sell	12,609,446 -885,234	-7%	-$67.5M	4.6%	8
2016 Q3	$899M	Sell	13,494,680 -524,143	-4%	-$34.2M	3.87%	12
2016 Q2	$871M	Buy	14,018,823 +740,432	+6%	+$46.2M	3.74%	14
2016 Q1	$786M	Buy	13,278,391 +743,335	+6%	+$43.4M	3.29%	14
2015 Q4	$828M	Buy	12,535,056 +1,138,288	+10%	+$74.1M	3.38%	15
2015 Q3	$695M	Buy	11,396,768 +716,170	+7%	+$46.9M	3.05%	15
2015 Q2	$724M	Buy	10,680,598 +1,985,520	+23%	+$130M	2.85%	16
2015 Q1	$527M	Buy	8,695,078 +4,266,899	+96%	+$253M	1.96%	25
2014 Q4	$277M	Buy	4,428,179 +4,267,779	+2,661%	+$257M	1.05%	29
2014 Q3	$9.66M	Buy	+160,400	New	+$9.38M	0.04%	35

Other funds holding JPM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Eagle Capital Management (New York)'s JPM Position: Q1 2026 in Review

Eagle Capital Management (New York) held its JPMorgan Chase (JPM) position steady in Q1 2026 at 1,109 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #59.

Eagle Capital Management (New York) first reported a position in JPM in Q3 2014 and has held it in 47 quarters since. The position peaked at $1.09B in Q4 2016. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Eagle Capital Management (New York) held 1,109 shares of JPMorgan Chase worth $326K as of Q1 2026.
Eagle Capital Management (New York) left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up ﹤0.01% of Eagle Capital Management (New York)'s portfolio in Q1 2026, its #59 holding.
Eagle Capital Management (New York) first reported a position in JPMorgan Chase in Q3 2014 and has held it in 47 quarters since.
Eagle Capital Management (New York)'s JPMorgan Chase position peaked at $1.09B in Q4 2016.
5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Eagle Capital Management (New York)'s 13F filing for Q1 2026, filed 15 May 2026.