JPWM
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Jamison Private Wealth Management’s Edison International EIX Stock Holding History

Jamison Private Wealth Management’s Portfolio EIX Stock Details EIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,887
Closed -$550K – 197
2024
Q4 		$550K Buy
6,887
+174
+3% +$14.5K 0.08% 141
2024
Q3 		$585K Buy
6,713
+907
+16% +$73.7K 0.09% 133
2024
Q2 		$417K Buy
5,806
+366
+7% +$26.5K 0.07% 140
2024
Q1 		$385K Sell
5,440
-1,292
-19% -$88.3K 0.07% 143
2023
Q4 		$481K Buy
6,732
+501
+8% +$32.9K 0.09% 133
2023
Q3 		$394K Buy
+6,231
New +$434K 0.08% 137

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return