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Eagle Strategies’s JPMorgan Chase JPM Stock Holding History

Eagle Strategies’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 		$2.11M Buy
6,449
+810
+14% +$252K 0.21% 94
2026
Q1 		$1.66M Buy
5,639
+149
+3% +$45.2K 0.2% 102
2025
Q4 		$1.77M Buy
5,490
+41
+0.8% +$12.7K 0.23% 92
2025
Q3 		$1.72M Buy
5,449
+24
+0.4% +$7.14K 0.23% 94
2025
Q2 		$1.57M Sell
5,425
-35
-0.6% -$8.93K 0.24% 86
2025
Q1 		$1.34M Buy
5,460
+203
+4% +$51.8K 0.23% 92
2024
Q4 		$1.26M Sell
5,257
-398
-7% -$92.7K 0.22% 86
2024
Q3 		$1.19M Buy
5,655
+67
+1% +$14.1K 0.22% 90
2024
Q2 		$1.13M Sell
5,588
-6,126
-52% -$1.2M 0.22% 90
2024
Q1 		$2.35M Buy
11,714
+6,204
+113% +$1.12M 0.52% 50
2023
Q4 		$937K Sell
5,510
-12
-0.2% -$1.82K 0.2% 91
2023
Q3 		$801K Buy
5,522
+25
+0.5% +$3.75K 0.2% 92
2023
Q2 		$800K Buy
5,497
+77
+1% +$10.6K 0.19% 93
2023
Q1 		$706K Buy
5,420
+62
+1% +$8.49K 0.18% 95
2022
Q4 		$719K Buy
5,358
+33
+0.6% +$4.18K 0.21% 90
2022
Q3 		$556K Buy
5,325
+1,454
+38% +$167K 0.29% 63
2022
Q2 		$436K Sell
3,871
-1,385
-26% -$172K 0.16% 97
2022
Q1 		$717K Buy
5,256
+258
+5% +$38.1K 0.28% 68
2021
Q4 		$792K Buy
+4,998
New +$821K 0.31% 67

Other funds holding JPM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Eagle Strategies's JPM Position: Q2 2026 in Review

Eagle Strategies increased its JPMorgan Chase (JPM) stake by 14% in Q2 2026, buying an estimated $252K and bringing the position to 6,449 shares worth $2.11M. The position accounts for 0.21% of the portfolio, ranked #94.

Eagle Strategies first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.35M in Q1 2024. 2,702 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Eagle Strategies held 6,449 shares of JPMorgan Chase worth $2.11M as of Q2 2026.
  • Eagle Strategies bought 810 JPMorgan Chase shares in Q2 2026, an estimated $252K.
  • JPMorgan Chase made up 0.21% of Eagle Strategies's portfolio in Q2 2026, its #94 holding.
  • Eagle Strategies first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Eagle Strategies's JPMorgan Chase position peaked at $2.35M in Q1 2024.
  • 2,702 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.