EIA
JPM icon

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
Q3 		$390K Sell
1,179
-3
-0.3% -$1.05K 0.15% 39
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Eastover Investment Advisors's JPM Position: Q3 2026 in Review

Eastover Investment Advisors reduced its JPMorgan Chase (JPM) stake by 0.25% in Q3 2026, selling an estimated $1.05K and leaving 1,179 shares worth $390K. The position accounts for 0.15% of the portfolio, ranked #39.

Eastover Investment Advisors first reported a position in JPM in Q1 2024 and has held it in 11 quarters since. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Eastover Investment Advisors held 1,179 shares of JPMorgan Chase worth $390K as of Q3 2026.
  • Eastover Investment Advisors sold 3 JPMorgan Chase shares in Q3 2026, an estimated $1.05K.
  • JPMorgan Chase made up 0.15% of Eastover Investment Advisors's portfolio in Q3 2026, its #39 holding.
  • Eastover Investment Advisors first reported a position in JPMorgan Chase in Q1 2024 and has held it in 11 quarters since.
  • 283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Eastover Investment Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.