Blue Edge Capital’s JPMorgan Chase JPM Stock Holding History

Blue Edge Capital’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	$6.79M	Sell	23,068 -8	-0%	-$2.43K	0.9%	30
2025 Q4	$7.44M	Buy	23,076 +360	+2%	+$111K	0.99%	29
2025 Q3	$7.17M	Sell	22,716 -1,047	-4%	-$311K	1.02%	25
2025 Q2	$6.89M	Buy	23,763 +58	+0.2%	+$14.8K	1.02%	26
2025 Q1	$5.81M	Sell	23,705 -61	-0.3%	-$15.6K	0.93%	32
2024 Q4	$5.7M	Sell	23,766 -385	-2%	-$89.7K	0.9%	34
2024 Q3	$5.09M	Buy	24,151 +424	+2%	+$89.3K	0.79%	37
2024 Q2	$4.8M	Sell	23,727 -10	-0%	-$1.96K	0.79%	37
2024 Q1	$4.75M	Buy	23,737 +368	+2%	+$66.4K	0.79%	38
2023 Q4	$3.98M	Buy	23,369 +877	+4%	+$133K	0.75%	39
2023 Q3	$3.26M	Buy	22,492 +10	+0%	+$1.5K	0.68%	44
2023 Q2	$3.27M	Sell	22,482 -384	-2%	-$52.8K	0.66%	42
2023 Q1	$2.98M	Buy	22,866 +6,373	+39%	+$873K	0.64%	45
2022 Q4	$2.21M	Buy	16,493 +45	+0.3%	+$5.7K	0.5%	54
2022 Q3	$1.72M	Buy	16,448 +224	+1%	+$25.7K	0.43%	59
2022 Q2	$1.83M	Sell	16,224 -118	-0.7%	-$14.6K	0.42%	60
2022 Q1	$2.23M	Buy	16,342 +712	+5%	+$105K	0.45%	63
2021 Q4	$2.48M	Sell	15,630 -372	-2%	-$61.1K	0.48%	57
2021 Q3	$2.62M	Hold	16,002	–	–	0.55%	50
2021 Q2	$2.49M	Sell	16,002 -29	-0.2%	-$4.55K	0.52%	53
2021 Q1	$2.44M	Buy	16,031 +14	+0.1%	+$2.01K	0.54%	51
2020 Q4	$2.04M	Buy	16,017 +99	+0.6%	+$11.1K	0.49%	50
2020 Q3	$1.53M	Sell	15,918 -1,403	-8%	-$138K	0.42%	55
2020 Q2	$1.63M	Buy	17,321 +2,115	+14%	+$201K	0.49%	51
2020 Q1	$1.37M	Buy	15,206 +5,666	+59%	+$688K	0.5%	45
2019 Q4	$1.33M	Sell	9,540 -4,322	-31%	-$554K	0.42%	47
2019 Q3	$1.63M	Hold	13,862	–	–	0.56%	42
2019 Q2	$1.55M	Buy	13,862 +4,380	+46%	+$483K	0.54%	44
2019 Q1	$956K	Sell	9,482 -4,169	-31%	-$429K	0.36%	54
2018 Q4	$1.33M	Sell	13,651 -106	-0.8%	-$11.3K	0.57%	44
2018 Q3	$1.55M	Buy	13,757 +52	+0.4%	+$5.9K	0.58%	45
2018 Q2	$1.43M	Buy	13,705 +108	+0.8%	+$11.8K	0.57%	41
2018 Q1	$1.5M	Sell	13,597 -316	-2%	-$35.8K	0.6%	44
2017 Q4	$1.49M	Buy	13,913 +689	+5%	+$69.8K	0.59%	44
2017 Q3	$1.26M	Sell	13,224 -907	-6%	-$83.6K	0.58%	46
2017 Q2	$1.29M	Buy	14,131 +86	+0.6%	+$7.42K	0.61%	46
2017 Q1	$1.23M	Hold	14,045	–	–	0.62%	49
2016 Q4	$1.21M	Hold	14,045	–	–	0.68%	49
2016 Q3	$935K	Hold	14,045	–	–	0.51%	60
2016 Q2	$873K	Buy	14,045 +127	+0.9%	+$7.93K	0.48%	62
2016 Q1	$824K	Buy	13,918 +833	+6%	+$48.6K	0.49%	61
2015 Q4	$864K	Sell	13,085 -19	-0.1%	-$1.24K	0.56%	53
2015 Q3	$799K	Hold	13,104	–	–	0.57%	53
2015 Q2	$888K	Sell	13,104 -36	-0.3%	-$2.35K	0.58%	53
2015 Q1	$796K	Buy	13,140 +205	+2%	+$12.1K	0.53%	56
2014 Q4	$809K	Buy	12,935 +14	+0.1%	+$842	0.55%	56
2014 Q3	$778K	Sell	12,921 -528	-4%	-$30.9K	0.55%	55
2014 Q2	$775K	Sell	13,449 -134	-1%	-$7.53K	0.53%	54
2014 Q1	$825K	Sell	13,583 -266	-2%	-$15.4K	0.58%	51
2013 Q4	$810K	Buy	+13,849	New	+$759K	0.59%	54

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Blue Edge Capital's JPM Position: Q1 2026 in Review

Blue Edge Capital reduced its JPMorgan Chase (JPM) stake by 0.03% in Q1 2026, selling an estimated $2.43K and leaving 23,068 shares worth $6.79M. The position accounts for 0.9% of the portfolio, ranked #30.

Blue Edge Capital first reported a position in JPM in Q4 2013 and has held it in 50 quarters since. The position peaked at $7.44M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Blue Edge Capital held 23,068 shares of JPMorgan Chase worth $6.79M as of Q1 2026.
Blue Edge Capital sold 8 JPMorgan Chase shares in Q1 2026, an estimated $2.43K.
JPMorgan Chase made up 0.9% of Blue Edge Capital's portfolio in Q1 2026, its #30 holding.
Blue Edge Capital first reported a position in JPMorgan Chase in Q4 2013 and has held it in 50 quarters since.
Blue Edge Capital's JPMorgan Chase position peaked at $7.44M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Blue Edge Capital's 13F filing for Q1 2026, filed 2 Jun 2026.