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Edge Capital Group’s JPMorgan Chase JPM Stock Holding History

Edge Capital Group’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
2024
Q4 		$26.1M Buy
108,854
+1,213
+1% +$283K 1.16% 23
2024
Q3 		$22.7M Buy
107,641
+9,802
+10% +$2.06M 1.01% 27
2024
Q2 		$19.8M Buy
97,839
+1,959
+2% +$383K 0.96% 29
2024
Q1 		$19.2M Buy
95,880
+31,999
+50% +$5.77M 0.96% 27
2023
Q4 		$10.9M Buy
63,881
+15,098
+31% +$2.29M 0.61% 37
2023
Q3 		$7.07M Sell
48,783
-18,586
-28% -$2.79M 0.46% 53
2023
Q2 		$9.8M Sell
67,369
-38,586
-36% -$5.31M 0.56% 46
2023
Q1 		$13.8M Buy
105,955
+19,693
+23% +$2.7M 0.85% 29
2022
Q4 		$11.6M Sell
86,262
-13,316
-13% -$1.69M 0.81% 31
2022
Q3 		$10.4M Buy
99,578
+21,248
+27% +$2.44M 0.86% 25
2022
Q2 		$8.82M Sell
78,330
-2,241
-3% -$278K 0.76% 32
2022
Q1 		$11M Sell
80,571
-14,712
-15% -$2.17M 0.75% 32
2021
Q4 		$15.1M Sell
95,283
-38,809
-29% -$6.37M 1.07% 19
2021
Q3 		$21.9M Sell
134,092
-939
-0.7% -$147K 1.75% 11
2021
Q2 		$21M Sell
135,031
-23,030
-15% -$3.62M 1.68% 11
2021
Q1 		$24.1M Sell
158,061
-7,822
-5% -$1.13M 2.01% 7
2020
Q4 		$21.1M Buy
165,883
+8,054
+5% +$900K 1.77% 7
2020
Q3 		$15.2M Buy
157,829
+8,547
+6% +$839K 1.52% 12
2020
Q2 		$14M Buy
149,282
+19,052
+15% +$1.81M 1.47% 12
2020
Q1 		$11.7M Buy
130,230
+100,828
+343% +$12.2M 1.4% 14
2019
Q4 		$4.1M Sell
29,402
-386
-1% -$49.5K 0.4% 59
2019
Q3 		$3.51M Buy
29,788
+328
+1% +$37.1K 0.35% 68
2019
Q2 		$3.29M Buy
29,460
+2,268
+8% +$250K 0.32% 68
2019
Q1 		$2.75M Buy
27,192
+5,944
+28% +$612K 0.27% 74
2018
Q4 		$2.07M Buy
+21,248
New +$2.26M 0.23% 80

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Edge Capital Group's JPM Position: Q4 2024 in Review

Edge Capital Group increased its JPMorgan Chase (JPM) stake by 1.1% in Q4 2024, buying an estimated $283K and bringing the position to 108,854 shares worth $26.1M. The position accounts for 1.16% of the portfolio, ranked #23.

Edge Capital Group first reported a position in JPM in Q4 2018 and has held it in 25 quarters since. 4,664 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

  • Edge Capital Group held 108,854 shares of JPMorgan Chase worth $26.1M as of Q4 2024.
  • Edge Capital Group bought 1,213 JPMorgan Chase shares in Q4 2024, an estimated $283K.
  • JPMorgan Chase made up 1.16% of Edge Capital Group's portfolio in Q4 2024, its #23 holding.
  • Edge Capital Group first reported a position in JPMorgan Chase in Q4 2018 and has held it in 25 quarters since.
  • 4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.