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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
Q2 		$8.18M Buy
25,000
+18,500
+285% +$5.75M 0.07% 267
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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. 5,155 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.
  • 5,155 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.