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Eudaimonia Partners’s JPMorgan Chase JPM Stock Holding History

Eudaimonia Partners’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 		$6.29M Buy
31,403
+30
+0.1% +$5.41K 1.5% 10
2023
Q4 		$5.34M Sell
31,373
-4,300
-12% -$652K 1.4% 14
2023
Q3 		$5.17M Buy
35,673
+31
+0.1% +$4.65K 1.25% 11
2023
Q2 		$5.18M Buy
35,642
+1,581
+5% +$217K 1.17% 10
2023
Q1 		$4.44M Buy
34,061
+6,183
+22% +$847K 1.07% 17
2022
Q4 		$3.74M Buy
27,878
+5,445
+24% +$690K 0.92% 19
2022
Q3 		$2.34M Sell
22,433
-24,271
-52% -$2.79M 0.61% 39
2022
Q2 		$5.26M Sell
46,704
-7,884
-14% -$977K 0.97% 13
2022
Q1 		$7.44M Buy
+54,588
New +$8.06M 1.27% 9
2021
Q3 		$8.87M Buy
54,173
+2,315
+4% +$363K 1.6% 7
2021
Q2 		$8.07M Buy
51,858
+4,084
+9% +$641K 1.51% 7
2021
Q1 		$7.27M Sell
47,774
-4,174
-8% -$601K 1.51% 5
2020
Q4 		$6.6M Buy
51,948
+1,606
+3% +$180K 1.48% 5
2020
Q3 		$4.85M Buy
50,342
+19,145
+61% +$1.88M 1.25% 7
2020
Q2 		$2.93M Sell
31,197
-4,196
-12% -$398K 1.11% 16
2020
Q1 		$3.19M Buy
35,393
+10,596
+43% +$1.29M 1.4% 10
2019
Q4 		$3.46M Buy
+24,797
New +$3.18M 1.37% 11

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 Partners's JPM Position: Q1 2024 in Review

Eudaimonia Partners increased its JPMorgan Chase (JPM) stake by 0.1% in Q1 2024, buying an estimated $5.41K and bringing the position to 31,403 shares worth $6.29M. The position accounts for 1.5% of the portfolio, ranked #10.

Eudaimonia Partners first reported a position in JPM in Q4 2019 and has held it in 17 quarters since. The position peaked at $8.87M in Q3 2021. 4,109 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

  • Eudaimonia Partners held 31,403 shares of JPMorgan Chase worth $6.29M as of Q1 2024.
  • Eudaimonia Partners bought 30 JPMorgan Chase shares in Q1 2024, an estimated $5.41K.
  • JPMorgan Chase made up 1.5% of Eudaimonia Partners's portfolio in Q1 2024, its #10 holding.
  • Eudaimonia Partners first reported a position in JPMorgan Chase in Q4 2019 and has held it in 17 quarters since.
  • Eudaimonia Partners's JPMorgan Chase position peaked at $8.87M in Q3 2021.
  • 4,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

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