JP Morgan Private Wealth Advisors’s Eastern Bankshares EBC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio EBC Stock Details EBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-15,000	Closed	-$323K	–	1944
2022 Q1	$323K	Hold	15,000	–	–	﹤0.01%	1720
2021 Q4	$303K	Hold	15,000	–	–	﹤0.01%	1744
2021 Q3	$305K	Hold	15,000	–	–	﹤0.01%	1688
2021 Q2	$309K	Buy	15,000 +5,000	+50%	+$106K	﹤0.01%	1669
2021 Q1	$193K	Hold	10,000	–	–	﹤0.01%	1699
2020 Q4	$163K	Buy	+10,000	New	+$142K	﹤0.01%	1661

Other funds holding EBC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Private Wealth Advisors's EBC Position: Q2 2022 in Review

JP Morgan Private Wealth Advisors sold out of Eastern Bankshares (EBC) in Q2 2022, closing a stake of 15,000 shares — an estimated $323K sold.

JP Morgan Private Wealth Advisors first reported a position in EBC in Q4 2020 and held it in 6 quarters. The position peaked at $323K in Q1 2022. 213 funds tracked by Wall St. Rank hold EBC as of Q2 2022.

JP Morgan Private Wealth Advisors reported no remaining Eastern Bankshares position as of Q2 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 15,000 Eastern Bankshares shares in Q2 2022, an estimated $323K.
JP Morgan Private Wealth Advisors first reported a position in Eastern Bankshares in Q4 2020 and held it in 6 quarters.
JP Morgan Private Wealth Advisors's Eastern Bankshares position peaked at $323K in Q1 2022.
213 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.