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Eudaimonia Advisors’s JPMorgan Chase JPM Stock Holding History

Eudaimonia 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
2024
Q1 		$2.34M Buy
11,671
+1,733
+17% +$313K 1.24% 18
2023
Q4 		$1.69M Buy
9,938
+116
+1% +$17.6K 1.09% 21
2023
Q3 		$1.42M Sell
9,822
-45
-0.5% -$6.75K 1% 26
2023
Q2 		$1.44M Buy
9,867
+55
+0.6% +$7.57K 0.96% 27
2023
Q1 		$1.28M Sell
9,812
-268
-3% -$36.7K 0.86% 30
2022
Q4 		$1.35M Sell
10,080
-50
-0.5% -$6.33K 0.91% 31
2022
Q3 		$1.06M Sell
10,130
-377
-4% -$43.3K 0.73% 39
2022
Q2 		$1.18M Sell
10,507
-967
-8% -$120K 0.81% 30
2022
Q1 		$1.56M Sell
11,474
-289
-2% -$42.7K 0.9% 27
2021
Q4 		$1.86M Buy
+11,763
New +$1.93M 1.1% 22

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Eudaimonia Advisors's JPM Position: Q1 2024 in Review

Eudaimonia Advisors increased its JPMorgan Chase (JPM) stake by 17% in Q1 2024, buying an estimated $313K and bringing the position to 11,671 shares worth $2.34M. The position accounts for 1.24% of the portfolio, ranked #18.

Eudaimonia Advisors first reported a position in JPM in Q4 2021 and has held it in 10 quarters since. 4,109 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

  • Eudaimonia Advisors held 11,671 shares of JPMorgan Chase worth $2.34M as of Q1 2024.
  • Eudaimonia Advisors bought 1,733 JPMorgan Chase shares in Q1 2024, an estimated $313K.
  • JPMorgan Chase made up 1.24% of Eudaimonia Advisors's portfolio in Q1 2024, its #18 holding.
  • Eudaimonia Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 10 quarters since.
  • 4,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on Eudaimonia Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.