Eagle Strategies LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1907666 NEW YORK, NY

Position in JPM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,110,951

+$452,183 QoQ

Shares Held

6,449

+14.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.05%

of 13F equity value

Holder Rank

#2,917

of 5,058 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Eagle Strategies LLC holds $4,508,673 across 4 Banks - Diversified names. JPM ranks #1 (46.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	6,449	$2,110,951
2	C	Citigroup Inc	13,417	$1,877,843
3	SAN	Banco Santander, S.A.	22,905	$316,089
4	WFC	Wells Fargo & Company/Mn	2,466	$203,790

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,110,951	6,449	+14.4%	Shares	Sole	2026-07-21
2026-03-31	$1,658,768	5,639	+2.7%	Shares	Sole	2026-04-20
2025-12-31	$1,768,987	5,490	+0.8%	Shares	Sole	2026-01-23
2025-09-30	$1,718,778	5,449	+0.4%	Shares	Sole	2025-10-21
2025-06-30	$1,572,761	5,425	-0.6%	Shares	Sole	2025-07-23
2025-03-31	$1,339,338	5,460	+3.9%	Shares	Sole	2025-04-23
2024-12-31	$1,260,155	5,257	-7.0%	Shares	Sole	2025-02-14
2024-09-30	$1,192,413	5,655	+1.2%	Shares	Sole	2024-10-25
2024-06-30	$1,130,228	5,588	-52.3%	Shares	Sole	2024-08-08
2024-03-31	$2,346,314	11,714	+112.6%	Shares	Sole	2024-04-23
2023-12-31	$937,251	5,510	-0.2%	Shares	Sole	2024-01-26
2023-09-30	$800,800	5,522	+0.5%	Shares	Sole	2023-11-08
2023-06-30	$799,483	5,497	+1.4%	Shares	Sole	2023-08-03
2023-03-31	$706,280	5,420	+1.2%	Shares	Sole	2023-04-24
2022-12-31	$718,507	5,358	+0.6%	Shares	Sole	2023-02-06
2022-09-30	$556,462	5,325	+37.6%	Shares	Sole	2022-11-14
2022-06-30	$435,913	3,871	-26.4%	Shares	Sole	2022-08-10
2022-03-31	$716,497	5,256	+5.2%	Shares	Sole	2022-05-02
2021-12-31	$791,433	4,998	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.