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Easterly Investment Partners’s JPMorgan Chase JPM Stock Holding History

Easterly Investment Partners’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 		$30.5M Buy
93,158
+11,240
+14% +$3.49M 1.55% 2
2026
Q1 		$24M Buy
81,918
+1,198
+1% +$364K 1.83% 2
2025
Q4 		$26M Sell
80,720
-4,216
-5% -$1.31M 1.6% 4
2025
Q3 		$26.8M Sell
84,936
-9,760
-10% -$2.9M 1.81% 3
2025
Q2 		$27.5M Sell
94,696
-2,256
-2% -$576K 1.97% 3
2025
Q1 		$23.8M Sell
96,952
-12,029
-11% -$3.07M 1.98% 6
2024
Q4 		$26.1M Sell
108,981
-7,038
-6% -$1.64M 2.05% 3
2024
Q3 		$24.5M Sell
116,019
-5,603
-5% -$1.18M 1.96% 3
2024
Q2 		$24.6M Sell
121,622
-7,677
-6% -$1.5M 2.16% 3
2024
Q1 		$25.9M Sell
129,299
-26,026
-17% -$4.7M 1.98% 2
2023
Q4 		$26.4M Buy
155,325
+5,550
+4% +$841K 2.83% 1
2023
Q3 		$21.7M Sell
149,775
-7,557
-5% -$1.13M 2.39% 2
2023
Q2 		$22.9M Sell
157,332
-6,761
-4% -$930K 2.03% 3
2023
Q1 		$21.4M Sell
164,093
-1,814
-1% -$249K 1.88% 7
2022
Q4 		$22.2M Sell
165,907
-1,668
-1% -$211K 1.92% 10
2022
Q3 		$17.5M Buy
167,575
+17,902
+12% +$2.05M 1.68% 15
2022
Q2 		$16.9M Buy
149,673
+13,693
+10% +$1.7M 1.5% 20
2022
Q1 		$18.5M Sell
135,980
-4,542
-3% -$670K 1.4% 23
2021
Q4 		$22.3M Sell
140,522
-5,343
-4% -$877K 1.62% 12
2021
Q3 		$23.9M Buy
145,865
+138,632
+1,917% +$21.7M 1.62% 17
2021
Q2 		$1.13M Sell
7,233
-15,318
-68% -$2.41M 0.13% 59
2021
Q1 		$3.43M Buy
22,551
+15,318
+212% +$2.2M 0.41% 40
2020
Q4 		$919K Sell
7,233
-435,062
-98% -$48.6M 0.13% 54
2020
Q3 		$42.6M Sell
442,295
-176,819
-29% -$17.4M 1.69% 27
2020
Q2 		$58.2M Buy
619,114
+32,233
+5% +$3.06M 2.64% 18
2020
Q1 		$52.8M Sell
586,881
-134,763
-19% -$16.4M 2.34% 17
2019
Q4 		$101M Sell
721,644
-128,624
-15% -$16.5M 2.83% 13
2019
Q3 		$100M Sell
850,268
-743,043
-47% -$84M 2.81% 15
2019
Q2 		$178M Sell
1,593,311
-159,899
-9% -$17.6M 4.47% 4
2019
Q1 		$177M Buy
+1,753,210
New +$181M 4.28% 7

Other funds holding JPM

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Easterly Investment Partners's JPM Position: Q2 2026 in Review

Easterly Investment Partners increased its JPMorgan Chase (JPM) stake by 14% in Q2 2026, buying an estimated $3.49M and bringing the position to 93,158 shares worth $30.5M. The position accounts for 1.55% of the portfolio, ranked #2.

Easterly Investment Partners first reported a position in JPM in Q1 2019 and has held it in 30 quarters since. The position peaked at $178M in Q2 2019. 2,280 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Easterly Investment Partners held 93,158 shares of JPMorgan Chase worth $30.5M as of Q2 2026.
  • Easterly Investment Partners bought 11,240 JPMorgan Chase shares in Q2 2026, an estimated $3.49M.
  • JPMorgan Chase made up 1.55% of Easterly Investment Partners's portfolio in Q2 2026, its #2 holding.
  • Easterly Investment Partners first reported a position in JPMorgan Chase in Q1 2019 and has held it in 30 quarters since.
  • Easterly Investment Partners's JPMorgan Chase position peaked at $178M in Q2 2019.
  • 2,280 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Easterly Investment Partners's 13F filing for Q2 2026, filed 23 Jul 2026.