EWM
JPM icon

Edge Wealth Management’s JPMorgan Chase JPM Stock Holding History

Edge Wealth Management’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 		$27.9M Sell
85,227
-2,085
-2% -$647K 4.7% 8
2026
Q1 		$25.7M Sell
87,312
-221
-0.3% -$67.1K 4.39% 9
2025
Q4 		$28.2M Sell
87,533
-1,222
-1% -$378K 4.98% 6
2025
Q3 		$28M Sell
88,755
-57
-0.1% -$17K 4.96% 6
2025
Q2 		$25.8M Sell
88,812
-1,423
-2% -$363K 4.96% 6
2025
Q1 		$22.1M Buy
90,235
+853
+1% +$217K 4.49% 7
2024
Q4 		$21.4M Sell
89,382
-1,239
-1% -$289K 4.34% 7
2024
Q3 		$19.1M Sell
90,621
-177
-0.2% -$37.3K 3.84% 8
2024
Q2 		$18.4M Sell
90,798
-2,015
-2% -$394K 3.87% 7
2024
Q1 		$18.6M Sell
92,813
-1,657
-2% -$299K 3.91% 7
2023
Q4 		$16.1M Sell
94,470
-768
-0.8% -$116K 3.51% 7
2023
Q3 		$13.8M Sell
95,238
-1,112
-1% -$167K 3.23% 8
2023
Q2 		$14M Buy
96,350
+2,141
+2% +$294K 3.06% 10
2023
Q1 		$12.3M Buy
94,209
+8,088
+9% +$1.11M 2.81% 11
2022
Q4 		$11.5M Sell
86,121
-10,136
-11% -$1.28M 2.67% 16
2022
Q3 		$10.2M Buy
96,257
+212
+0.2% +$24.3K 2.25% 18
2022
Q2 		$10.8M Buy
96,045
+1,296
+1% +$161K 2.34% 16
2022
Q1 		$12.9M Buy
94,749
+2,745
+3% +$405K 2.54% 13
2021
Q4 		$14.6M Buy
92,004
+1,042
+1% +$171K 2.67% 13
2021
Q3 		$14.9M Buy
90,962
+3,544
+4% +$556K 2.9% 8
2021
Q2 		$13.6M Buy
87,418
+95
+0.1% +$14.9K 2.76% 9
2021
Q1 		$13.3M Sell
87,323
-3,074
-3% -$442K 2.83% 9
2020
Q4 		$11.5M Sell
90,397
-15,085
-14% -$1.69M 2.6% 10
2020
Q3 		$10.2M Sell
105,482
-10,459
-9% -$1.03M 2.34% 9
2020
Q2 		$10.9M Sell
115,941
-4,914
-4% -$466K 2.07% 13
2020
Q1 		$11M Buy
120,855
+20,851
+21% +$2.53M 2.39% 11
2019
Q4 		$13.9M Buy
100,004
+1,099
+1% +$141K 2.78% 9
2019
Q3 		$11.6M Sell
98,905
-3,692
-4% -$418K 2.68% 10
2019
Q2 		$11.5M Sell
102,597
-4,382
-4% -$483K 2.54% 13
2019
Q1 		$10.5M Sell
106,979
-722
-0.7% -$74.4K 2.6% 13
2018
Q4 		$10.5M Buy
107,701
+26,020
+32% +$2.77M 2.96% 14
2018
Q3 		$9.22M Sell
81,681
-639
-0.8% -$72.5K 2.21% 17
2018
Q2 		$8.56M Sell
82,320
-2,461
-3% -$270K 2.18% 17
2018
Q1 		$9.32M Sell
84,781
-1,971
-2% -$223K 2.47% 14
2017
Q4 		$9.33M Sell
86,752
-6,186
-7% -$626K 2.64% 13
2017
Q3 		$8.86M Sell
92,938
-8,836
-9% -$815K 2.68% 15
2017
Q2 		$9.51M Sell
101,774
-4,731
-4% -$408K 2.99% 10
2017
Q1 		$9.3M Buy
106,505
+7,306
+7% +$645K 3.23% 10
2016
Q4 		$8.46M Sell
99,199
-1,988
-2% -$152K 3.21% 7
2016
Q3 		$6.64M Buy
101,187
+1,382
+1% +$90.1K 2.82% 9
2016
Q2 		$6.19M Buy
99,805
+6,276
+7% +$392K 2.58% 14
2016
Q1 		$5.54M Buy
93,529
+2,421
+3% +$141K 2.51% 13
2015
Q4 		$6.05M Sell
91,108
-9,712
-10% -$632K 2.28% 13
2015
Q3 		$6.07M Sell
100,820
-14,453
-13% -$947K 2.29% 16
2015
Q2 		$7.81M Sell
115,273
-2,013
-2% -$131K 2.67% 12
2015
Q1 		$7.14M Buy
117,286
+78,160
+200% +$4.63M 2.4% 14
2014
Q4 		$2.46M Sell
39,126
-3,500
-8% -$211K 0.9% 29
2014
Q3 		$2.57M Buy
42,626
+9,779
+30% +$572K 0.99% 27
2014
Q2 		$1.89M Buy
32,847
+16,485
+101% +$927K 0.79% 26
2014
Q1 		$993K Sell
16,362
-94
-0.6% -$5.43K 0.42% 39
2013
Q4 		$962K Hold
16,456
– – 0.44% 40
2013
Q3 		$851K Hold
16,456
– – 0.52% 37
2013
Q2 		$870K Buy
+16,456
New +$837K 0.58% 32

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Edge Wealth Management's JPM Position: Q2 2026 in Review

Edge Wealth Management reduced its JPMorgan Chase (JPM) stake by 2.4% in Q2 2026, selling an estimated $647K and leaving 85,227 shares worth $27.9M. The position accounts for 4.7% of the portfolio, ranked #8.

Edge Wealth Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $28.2M in Q4 2025. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Edge Wealth Management held 85,227 shares of JPMorgan Chase worth $27.9M as of Q2 2026.
  • Edge Wealth Management sold 2,085 JPMorgan Chase shares in Q2 2026, an estimated $647K.
  • JPMorgan Chase made up 4.7% of Edge Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Edge Wealth Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Edge Wealth Management's JPMorgan Chase position peaked at $28.2M in Q4 2025.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.