Eagle Strategies
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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
Q3 		$2.19M Buy
6,617
+168
+3% +$58.8K 0.21% 94
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% +$8.5K 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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Eagle Strategies's JPM Position: Q3 2026 in Review

Eagle Strategies increased its JPMorgan Chase (JPM) stake by 2.6% in Q3 2026, buying an estimated $58.8K and bringing the position to 6,617 shares worth $2.19M. 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 20 quarters since. The position peaked at $2.35M in Q1 2024. 4,272 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Eagle Strategies held 6,617 shares of JPMorgan Chase worth $2.19M as of Q3 2026.
  • Eagle Strategies bought 168 JPMorgan Chase shares in Q3 2026, an estimated $58.8K.
  • JPMorgan Chase made up 0.21% of Eagle Strategies's portfolio in Q3 2026, its #94 holding.
  • Eagle Strategies first reported a position in JPMorgan Chase in Q4 2021 and has held it in 20 quarters since.
  • Eagle Strategies's JPMorgan Chase position peaked at $2.35M in Q1 2024.
  • 4,272 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Eagle Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.