Eaton Financial Holdings’s JPMorgan Chase JPM Stock Holding History

Eaton Financial Holdings’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	$2.72M	Buy	8,323 +320	+4%	+$99.4K	0.75%	35
2026 Q1	$2.35M	Sell	8,003 -1,700	-18%	-$516K	0.77%	33
2025 Q4	$3.13M	Sell	9,703 -375	-4%	-$116K	0.84%	29
2025 Q3	$3.18M	Sell	10,078 -1,521	-13%	-$452K	0.9%	28
2025 Q2	$3.36M	Buy	11,599 +7,077	+157%	+$1.81M	1.03%	24
2025 Q1	$1.11M	Buy	4,522 +15	+0.3%	+$3.82K	0.46%	38
2024 Q4	$1.08M	Sell	4,507 -32	-0.7%	-$7.45K	0.42%	38
2024 Q3	$957K	Buy	+4,539	New	+$956K	0.39%	39
2024 Q1	$901K	Sell	4,499 -444	-9%	-$80.1K	0.47%	37
2023 Q4	$841K	Sell	4,943 -559	-10%	-$84.7K	0.2%	98
2023 Q3	$798K	Buy	5,502 +262	+5%	+$39.3K	0.21%	97
2023 Q2	$762K	Sell	5,240 -40	-0.8%	-$5.5K	0.57%	29
2023 Q1	$688K	Sell	5,280 -426	-7%	-$58.4K	0.54%	30
2022 Q4	$765K	Buy	+5,706	New	+$723K	0.65%	29

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Eaton Financial Holdings's JPM Position: Q2 2026 in Review

Eaton Financial Holdings increased its JPMorgan Chase (JPM) stake by 4% in Q2 2026, buying an estimated $99.4K and bringing the position to 8,323 shares worth $2.72M. The position accounts for 0.75% of the portfolio, ranked #35.

Eaton Financial Holdings first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.36M in Q2 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Eaton Financial Holdings held 8,323 shares of JPMorgan Chase worth $2.72M as of Q2 2026.
Eaton Financial Holdings bought 320 JPMorgan Chase shares in Q2 2026, an estimated $99.4K.
JPMorgan Chase made up 0.75% of Eaton Financial Holdings's portfolio in Q2 2026, its #35 holding.
Eaton Financial Holdings first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
Eaton Financial Holdings's JPMorgan Chase position peaked at $3.36M in Q2 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.