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Edge Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Edge Financial Advisors’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
2025
Q4 		$5.45M Buy
8,452
+31
+0.4% +$9.6K 2.29% 11
2025
Q3 		$5.31M Buy
8,421
+515
+7% +$153K 2.38% 11
2025
Q2 		$2.29M Sell
7,906
-79
-1% -$20.2K 1.21% 17
2025
Q1 		$1.96M Buy
7,985
+265
+3% +$67.6K 1.24% 15
2024
Q4 		$1.85M Buy
7,720
+30
+0.4% +$6.99K 1.65% 20
2024
Q3 		$1.62M Sell
7,690
-97
-1% -$20.4K 1.44% 26
2024
Q2 		$1.58M Buy
7,787
+192
+3% +$37.5K 1.63% 19
2024
Q1 		$1.52M Buy
+7,595
New +$1.37M 1.34% 15

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

Edge Financial Advisors's JPM Position: Q4 2025 in Review

Edge Financial Advisors increased its JPMorgan Chase (JPM) stake by 0.37% in Q4 2025, buying an estimated $9.6K and bringing the position to 8,452 shares worth $5.45M. The position accounts for 2.29% of the portfolio, ranked #11.

Edge Financial Advisors first reported a position in JPM in Q1 2024 and has held it in 8 quarters since. 5,120 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • Edge Financial Advisors held 8,452 shares of JPMorgan Chase worth $5.45M as of Q4 2025.
  • Edge Financial Advisors bought 31 JPMorgan Chase shares in Q4 2025, an estimated $9.6K.
  • JPMorgan Chase made up 2.29% of Edge Financial Advisors's portfolio in Q4 2025, its #11 holding.
  • Edge Financial Advisors first reported a position in JPMorgan Chase in Q1 2024 and has held it in 8 quarters since.
  • 5,120 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.