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Benjamin Edwards Inc’s JPMorgan Chase JPM Stock Holding History

Benjamin Edwards Inc’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 		$1.91M Hold
6,500
– – 0.02% 559
2025
Q4 		$2.09M Buy
+6,500
New +$2.01M 0.02% 489

Other funds holding JPM

BlackRock
BlackRock New York $5.72T 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

Benjamin Edwards Inc's JPM Position: Q1 2026 in Review

Benjamin Edwards Inc increased its JPMorgan Chase (JPM) stake by 5.2% in Q1 2026, buying an estimated $2.37M and bringing the position to 158,229 shares worth $46.6M. The position accounts for 0.46% of the portfolio, ranked #50.

Benjamin Edwards Inc first reported a position in JPM in Q1 2019 and has held it in 29 quarters since. The position peaked at $48.5M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Benjamin Edwards Inc held 158,229 shares of JPMorgan Chase worth $46.6M as of Q1 2026.
  • Benjamin Edwards Inc bought 7,822 JPMorgan Chase shares in Q1 2026, an estimated $2.37M.
  • JPMorgan Chase made up 0.46% of Benjamin Edwards Inc's portfolio in Q1 2026, its #50 holding.
  • Benjamin Edwards Inc first reported a position in JPMorgan Chase in Q1 2019 and has held it in 29 quarters since.
  • Benjamin Edwards Inc's JPMorgan Chase position peaked at $48.5M in Q4 2025.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.