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Eastover Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Eastover Investment Advisors’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 		$387K Buy
1,182
+126
+12% +$39.1K 0.15% 37
2026
Q1 		$311K Buy
1,056
+34
+3% +$10.3K 0.13% 38
2025
Q4 		$329K Buy
1,022
+42
+4% +$13K 0.14% 35
2025
Q3 		$309K Sell
980
-13
-1% -$3.87K 0.13% 38
2025
Q2 		$288K Buy
993
+158
+19% +$40.3K 0.13% 40
2025
Q1 		$205K Sell
835
-28
-3% -$7.14K 0.1% 46
2024
Q4 		$207K Sell
863
-272
-24% -$63.4K 0.1% 47
2024
Q3 		$239K Hold
1,135
– – 0.11% 44
2024
Q2 		$237K Hold
1,135
– – 0.11% 44
2024
Q1 		$227K Buy
+1,135
New +$205K 0.11% 44

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Eastover Investment Advisors's JPM Position: Q2 2026 in Review

Eastover Investment Advisors increased its JPMorgan Chase (JPM) stake by 12% in Q2 2026, buying an estimated $39.1K and bringing the position to 1,182 shares worth $387K. The position accounts for 0.15% of the portfolio, ranked #37.

Eastover Investment Advisors first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Eastover Investment Advisors held 1,182 shares of JPMorgan Chase worth $387K as of Q2 2026.
  • Eastover Investment Advisors bought 126 JPMorgan Chase shares in Q2 2026, an estimated $39.1K.
  • JPMorgan Chase made up 0.15% of Eastover Investment Advisors's portfolio in Q2 2026, its #37 holding.
  • Eastover Investment Advisors first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Eastover Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.