JAM
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Jupiter Asset Management’s Eastern Bankshares EBC Stock Holding History

Jupiter Asset Management’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
2026
Q1 		– Sell
-53,252
Closed -$981K – 507
2025
Q4 		$981K Buy
+53,252
New +$975K 0.01% 353
2025
Q3 		– Sell
-1,001,190
Closed -$15.3M – 468
2025
Q2 		$15.3M Buy
1,001,190
+774,553
+342% +$11.6M 0.13% 195
2025
Q1 		$3.72M Buy
+226,637
New +$3.95M 0.04% 306
2024
Q3 		– Sell
-344,380
Closed -$4.81M – 428
2024
Q2 		$4.81M Buy
344,380
+68,328
+25% +$908K 0.05% 272
2024
Q1 		$3.8M Buy
+276,052
New +$3.75M 0.04% 268

Other funds holding EBC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return