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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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return