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Eclectic Associates’s JPMorgan Chase JPM Stock Holding History

Eclectic Associates’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 		$4.59M Sell
14,037
-433
-3% -$134K 0.52% 37
2026
Q1 		$4.26M Sell
14,470
-187
-1% -$56.8K 0.57% 37
2025
Q4 		$4.72M Sell
14,657
-959
-6% -$297K 0.74% 33
2025
Q3 		$4.93M Sell
15,616
-2,318
-13% -$689K 0.9% 30
2025
Q2 		$5.2M Buy
17,934
+1,512
+9% +$386K 1.13% 24
2025
Q1 		$4.03M Buy
16,422
+107
+0.7% +$27.3K 1.08% 26
2024
Q4 		$3.91M Buy
16,315
+435
+3% +$101K 1.16% 20
2024
Q3 		$3.35M Buy
15,880
+8
+0.1% +$1.69K 1.32% 15
2024
Q2 		$3.21M Sell
15,872
-111
-0.7% -$21.7K 1.43% 15
2024
Q1 		$3.2M Sell
15,983
-926
-5% -$167K 1.46% 15
2023
Q4 		$2.88M Sell
16,909
-1,094
-6% -$166K 1.38% 15
2023
Q3 		$2.61M Buy
18,003
+92
+0.5% +$13.8K 1.33% 17
2023
Q2 		$2.6M Sell
17,911
-621
-3% -$85.4K 1.28% 18
2023
Q1 		$2.41M Sell
18,532
-345
-2% -$47.3K 1.24% 18
2022
Q4 		$2.53M Sell
18,877
-186
-1% -$23.6K 1.23% 23
2022
Q3 		$1.99M Sell
19,063
-1,305
-6% -$150K 1.31% 14
2022
Q2 		$2.29M Buy
20,368
+58
+0.3% +$7.19K 1.54% 13
2022
Q1 		$2.77M Buy
20,310
+390
+2% +$57.6K 1.76% 12
2021
Q4 		$3.15M Buy
19,920
+146
+0.7% +$24K 2.02% 9
2021
Q3 		$3.24M Buy
19,774
+52
+0.3% +$8.15K 2.36% 9
2021
Q2 		$3.07M Sell
19,722
-253
-1% -$39.7K 2.3% 9
2021
Q1 		$3.04M Sell
19,975
-596
-3% -$85.7K 2.52% 9
2020
Q4 		$2.61M Buy
+20,571
New +$2.3M 2.48% 9

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Eclectic Associates's JPM Position: Q2 2026 in Review

Eclectic Associates reduced its JPMorgan Chase (JPM) stake by 3% in Q2 2026, selling an estimated $134K and leaving 14,037 shares worth $4.59M. The position accounts for 0.52% of the portfolio, ranked #37.

Eclectic Associates first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.2M in Q2 2025. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Eclectic Associates held 14,037 shares of JPMorgan Chase worth $4.59M as of Q2 2026.
  • Eclectic Associates sold 433 JPMorgan Chase shares in Q2 2026, an estimated $134K.
  • JPMorgan Chase made up 0.52% of Eclectic Associates's portfolio in Q2 2026, its #37 holding.
  • Eclectic Associates first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Eclectic Associates's JPMorgan Chase position peaked at $5.2M in Q2 2025.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.