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Eaton-Cambridge’s JPMorgan Chase JPM Stock Holding History

Eaton-Cambridge’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 		$592K Buy
1,810
+153
+9% +$47.5K 0.17% 32
2026
Q1 		$487K Buy
1,657
+251
+18% +$76.2K 0.15% 31
2025
Q4 		$453K Buy
1,406
+54
+4% +$16.7K 0.15% 28
2025
Q3 		$426K Buy
1,352
+5
+0.4% +$1.49K 0.15% 29
2025
Q2 		$391K Buy
1,347
+61
+5% +$15.6K 0.15% 26
2025
Q1 		$315K Sell
1,286
-8
-0.6% -$2.04K 0.14% 28
2024
Q4 		$310K Buy
1,294
+8
+0.6% +$1.86K 0.14% 24
2024
Q3 		$271K Hold
1,286
– – 0.13% 25
2024
Q2 		$260K Sell
1,286
-3
-0.2% -$587 0.13% 25
2024
Q1 		$258K Sell
1,289
-27
-2% -$4.87K 0.14% 26
2023
Q4 		$224K Buy
+1,316
New +$199K 0.14% 30

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Eaton-Cambridge's JPM Position: Q2 2026 in Review

Eaton-Cambridge increased its JPMorgan Chase (JPM) stake by 9.2% in Q2 2026, buying an estimated $47.5K and bringing the position to 1,810 shares worth $592K. The position accounts for 0.17% of the portfolio, ranked #32.

Eaton-Cambridge first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 3,009 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Eaton-Cambridge held 1,810 shares of JPMorgan Chase worth $592K as of Q2 2026.
  • Eaton-Cambridge bought 153 JPMorgan Chase shares in Q2 2026, an estimated $47.5K.
  • JPMorgan Chase made up 0.17% of Eaton-Cambridge's portfolio in Q2 2026, its #32 holding.
  • Eaton-Cambridge first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 3,009 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Eaton-Cambridge's 13F filing for Q2 2026, filed 23 Jul 2026.