Benjamin Edwards Inc’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $56.6M | Buy |
173,008
+14,779
| +9% | +$4.59M | 0.52% | 36 |
|
|
2026
Q1 | $46.6M | Buy |
158,229
+7,822
| +5% | +$2.37M | 0.46% | 50 |
|
|
2025
Q4 | $48.5M | Buy |
150,407
+10,140
| +7% | +$3.14M | 0.54% | 43 |
|
|
2025
Q3 | $44.3M | Buy |
140,267
+10,798
| +8% | +$3.21M | 0.5% | 54 |
|
|
2025
Q2 | $37.5M | Buy |
129,469
+4,005
| +3% | +$1.02M | 0.48% | 64 |
|
|
2025
Q1 | $30.8M | Sell |
125,464
-21,761
| -15% | -$5.55M | 0.43% | 66 |
|
|
2024
Q4 | $35.3M | Buy |
147,225
+6,669
| +5% | +$1.55M | 0.51% | 54 |
|
|
2024
Q3 | $29.7M | Buy |
140,556
+113,781
| +425% | +$24M | 0.43% | 63 |
|
|
2024
Q2 | $5.42M | Sell |
26,775
-259
| -1% | -$50.6K | 1.04% | 15 |
|
|
2024
Q1 | $5.42M | Buy |
27,034
+1,324
| +5% | +$239K | 1.08% | 14 |
|
|
2023
Q4 | $4.37M | Buy |
25,710
+1,232
| +5% | +$187K | 0.95% | 15 |
|
|
2023
Q3 | $3.55M | Buy |
24,478
+7,344
| +43% | +$1.1M | 0.84% | 28 |
|
|
2023
Q2 | $2.49M | Sell |
17,134
-3,425
| -17% | -$471K | 0.58% | 52 |
|
|
2023
Q1 | $2.68M | Buy |
20,559
+2,518
| +14% | +$345K | 0.65% | 41 |
|
|
2022
Q4 | $2.42M | Buy |
18,041
+2,258
| +14% | +$286K | 0.64% | 41 |
|
|
2022
Q3 | $1.65M | Buy |
15,783
+2,268
| +17% | +$260K | 0.5% | 57 |
|
|
2022
Q2 | $1.52M | Sell |
13,515
-1,600
| -11% | -$198K | 0.45% | 63 |
|
|
2022
Q1 | $2.06M | Buy |
15,115
+1,650
| +12% | +$244K | 0.6% | 40 |
|
|
2021
Q4 | $2.13M | Buy |
13,465
+8,536
| +173% | +$1.4M | 0.69% | 34 |
|
|
2021
Q3 | $807K | Buy |
4,929
+1,301
| +36% | +$204K | 0.49% | 73 |
|
|
2021
Q2 | $564K | Sell |
3,628
-1,341
| -27% | -$211K | 0.39% | 95 |
|
|
2021
Q1 | $756K | Sell |
4,969
-1,233
| -20% | -$177K | 0.57% | 71 |
|
|
2020
Q4 | $788K | Buy |
6,202
+4,948
| +395% | +$553K | 0.61% | 62 |
|
|
2020
Q3 | $121K | Buy |
1,254
+464
| +59% | +$45.6K | 0.1% | 156 |
|
|
2020
Q2 | $74K | Sell |
790
-17
| -2% | -$1.61K | 0.06% | 171 |
|
|
2020
Q1 | $73K | Sell |
807
-3,311
| -80% | -$402K | 0.08% | 151 |
|
|
2019
Q4 | $574K | Buy |
4,118
+3,493
| +559% | +$448K | 1.17% | 25 |
|
|
2019
Q3 | $74K | Sell |
625
-77
| -11% | -$8.71K | 0.16% | 111 |
|
|
2019
Q2 | $78K | Hold |
702
| – | – | 0.19% | 106 |
|
|
2019
Q1 | $71K | Buy |
+702
| New | +$72.3K | 0.34% | 93 |
|
Other funds holding JPM
Benjamin Edwards Inc's JPM Position: Q2 2026 in Review
Benjamin Edwards Inc increased its JPMorgan Chase (JPM) stake by 9.3% in Q2 2026, buying an estimated $4.59M and bringing the position to 173,008 shares worth $56.6M. The position accounts for 0.52% of the portfolio, ranked #36.
Benjamin Edwards Inc first reported a position in JPM in Q1 2019 and has held it in 30 quarters since. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Benjamin Edwards Inc held 173,008 shares of JPMorgan Chase worth $56.6M as of Q2 2026.
- Benjamin Edwards Inc bought 14,779 JPMorgan Chase shares in Q2 2026, an estimated $4.59M.
- JPMorgan Chase made up 0.52% of Benjamin Edwards Inc's portfolio in Q2 2026, its #36 holding.
- Benjamin Edwards Inc first reported a position in JPMorgan Chase in Q1 2019 and has held it in 30 quarters since.
- 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.