Atlantic Edge Private Wealth Management’s JPMorgan Chase JPM Stock Holding History

Atlantic Edge Private Wealth Management’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
2026 Q2	$6.02M	Buy	18,378 +155	+0.9%	+$48.1K	1.23%	23
2026 Q1	$5.36M	Buy	18,223 +126	+0.7%	+$38.2K	1.32%	21
2025 Q4	$5.83M	Buy	18,097 +215	+1%	+$66.6K	1.45%	20
2025 Q3	$5.64M	Buy	17,882 +15	+0.1%	+$4.46K	1.45%	21
2025 Q2	$5.18M	Sell	17,867 -70	-0.4%	-$17.9K	1.42%	19
2025 Q1	$4.4M	Buy	17,937 +101	+0.6%	+$25.7K	1.34%	17
2024 Q4	$4.28M	Buy	17,836 +80	+0.5%	+$18.6K	1.32%	17
2024 Q3	$3.74M	Buy	17,756 +399	+2%	+$84K	1.14%	18
2024 Q2	$3.51M	Sell	17,357 -1	-0%	-$196	1.17%	19
2024 Q1	$3.48M	Buy	17,358 +516	+3%	+$93.1K	1.2%	17
2023 Q4	$2.86M	Buy	+16,842	New	+$2.55M	1.16%	17

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Atlantic Edge Private Wealth Management's JPM Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its JPMorgan Chase (JPM) stake by 0.85% in Q2 2026, buying an estimated $48.1K and bringing the position to 18,378 shares worth $6.02M. The position accounts for 1.23% of the portfolio, ranked #23.

Atlantic Edge Private Wealth Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Atlantic Edge Private Wealth Management held 18,378 shares of JPMorgan Chase worth $6.02M as of Q2 2026.
Atlantic Edge Private Wealth Management bought 155 JPMorgan Chase shares in Q2 2026, an estimated $48.1K.
JPMorgan Chase made up 1.23% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #23 holding.
Atlantic Edge Private Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.