Edgemoor Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Edgemoor Investment 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
2026 Q1	$2.1M	Buy	7,144 +98	+1%	+$29.7K	0.17%	78
2025 Q4	$2.27M	Sell	7,046 -1,537	-18%	-$476K	0.18%	70
2025 Q3	$2.71M	Buy	8,583 +1,329	+18%	+$395K	0.21%	68
2025 Q2	$2.1M	Buy	7,254 +229	+3%	+$58.4K	0.18%	72
2025 Q1	$1.72M	Sell	7,025 -151	-2%	-$38.5K	0.16%	76
2024 Q4	$1.72M	Buy	7,176 +389	+6%	+$90.6K	0.15%	75
2024 Q3	$1.43M	Sell	6,787 -261	-4%	-$55K	0.12%	82
2024 Q2	$1.43M	Buy	7,048 +1	+0%	+$196	0.13%	78
2024 Q1	$1.41M	Buy	7,047 +514	+8%	+$92.7K	0.13%	77
2023 Q4	$1.11M	Buy	6,533 +1	+0%	+$152	0.12%	84
2023 Q3	$947K	Buy	6,532 +1	+0%	+$150	0.11%	86
2023 Q2	$950K	Buy	6,531 +1	+0%	+$138	0.11%	86
2023 Q1	$851K	Sell	6,530 -503	-7%	-$68.9K	0.1%	89
2022 Q4	$943K	Buy	7,033 +1,733	+33%	+$220K	0.12%	90
2022 Q3	$554K	Buy	5,300 +1	+0%	+$115	0.07%	98
2022 Q2	$597K	Sell	5,299 -56	-1%	-$6.94K	0.08%	102
2022 Q1	$730K	Buy	5,355 +1,515	+39%	+$224K	0.08%	98
2021 Q4	$608K	Buy	3,840 +88	+2%	+$14.5K	0.06%	98
2021 Q3	$614K	Sell	3,752 -450	-11%	-$70.5K	0.07%	90
2021 Q2	$654K	Hold	4,202	–	–	0.06%	89
2021 Q1	$640K	Buy	4,202 +37	+0.9%	+$5.32K	0.06%	88
2020 Q4	$529K	Sell	4,165 -97	-2%	-$10.8K	0.06%	89
2020 Q3	$410K	Sell	4,262 -69	-2%	-$6.78K	0.05%	92
2020 Q2	$407K	Hold	4,331	–	–	0.05%	91
2020 Q1	$390K	Hold	4,331	–	–	0.06%	89
2019 Q4	$604K	Sell	4,331 -4	-0.1%	-$513	0.07%	93
2019 Q3	$510K	Sell	4,335 -207	-5%	-$23.4K	0.06%	94
2019 Q2	$508K	Hold	4,542	–	–	0.06%	98
2019 Q1	$460K	Buy	4,542 +449	+11%	+$46.3K	0.06%	98
2018 Q4	$400K	Hold	4,093	–	–	0.06%	97
2018 Q3	$462K	Sell	4,093 -446	-10%	-$50.6K	0.06%	96
2018 Q2	$473K	Hold	4,539	–	–	0.06%	98
2018 Q1	$499K	Buy	4,539 +110	+2%	+$12.5K	0.07%	101
2017 Q4	$497K	Sell	4,429 -506	-10%	-$51.2K	0.06%	99
2017 Q3	$471K	Buy	4,935 +186	+4%	+$17.2K	0.06%	102
2017 Q2	$434K	Buy	4,749 +1,470	+45%	+$127K	0.06%	104
2017 Q1	$288K	Hold	3,279	–	–	0.04%	110
2016 Q4	$283K	Sell	3,279 -427	-12%	-$32.6K	0.04%	105
2016 Q3	$247K	Hold	3,706	–	–	0.04%	111
2016 Q2	$230K	Hold	3,706	–	–	0.04%	113
2016 Q1	$219K	Sell	3,706 -2,676	-42%	-$156K	0.03%	116
2015 Q4	$421K	Buy	6,382 +90	+1%	+$5.86K	0.06%	109
2015 Q3	$384K	Buy	6,292 +500	+9%	+$32.7K	0.06%	114
2015 Q2	$392K	Sell	5,792 -106	-2%	-$6.92K	0.06%	111
2015 Q1	$357K	Sell	5,898 -530	-8%	-$31.4K	0.05%	113
2014 Q4	$402K	Sell	6,428 -4,995	-44%	-$301K	0.06%	108
2014 Q3	$688K	Buy	11,423 +126	+1%	+$7.37K	0.1%	98
2014 Q2	$651K	Buy	11,297 +6,642	+143%	+$373K	0.1%	101
2014 Q1	$283K	Buy	4,655 +500	+12%	+$28.9K	0.04%	114
2013 Q4	$243K	Buy	+4,155	New	+$228K	0.04%	121

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

Edgemoor Investment Advisors's JPM Position: Q1 2026 in Review

Edgemoor Investment Advisors increased its JPMorgan Chase (JPM) stake by 1.4% in Q1 2026, buying an estimated $29.7K and bringing the position to 7,144 shares worth $2.1M. The position accounts for 0.17% of the portfolio, ranked #78.

Edgemoor Investment Advisors first reported a position in JPM in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.71M in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Edgemoor Investment Advisors held 7,144 shares of JPMorgan Chase worth $2.1M as of Q1 2026.
Edgemoor Investment Advisors bought 98 JPMorgan Chase shares in Q1 2026, an estimated $29.7K.
JPMorgan Chase made up 0.17% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #78 holding.
Edgemoor Investment Advisors first reported a position in JPMorgan Chase in Q4 2013 and has held it in 50 quarters since.
Edgemoor Investment Advisors's JPMorgan Chase position peaked at $2.71M in Q3 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.