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EdgeRock Capital’s JPMorgan Chase JPM Stock Holding History

EdgeRock 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
Q2 		$1.61M Buy
4,905
+592
+14% +$184K 0.36% 35
2026
Q1 		$1.27M Sell
4,313
-167
-4% -$50.7K 0.34% 34
2025
Q4 		$1.44M Buy
4,480
+620
+16% +$192K 0.38% 31
2025
Q3 		$1.22M Buy
3,860
+449
+13% +$134K 0.34% 33
2025
Q2 		$990K Buy
3,411
+206
+6% +$52.6K 0.31% 37
2025
Q1 		$786K Sell
3,205
-101
-3% -$25.7K 0.56% 29
2024
Q4 		$792K Buy
3,306
+327
+11% +$76.2K 0.52% 28
2024
Q3 		$628K Buy
2,979
+142
+5% +$29.9K 0.44% 33
2024
Q2 		$574K Buy
2,837
+500
+21% +$97.8K 0.44% 27
2024
Q1 		$468K Buy
2,337
+117
+5% +$21.1K 0.37% 35
2023
Q4 		$388K Buy
2,220
+243
+12% +$36.8K 0.28% 38
2023
Q3 		$287K Buy
+1,977
New +$296K 0.17% 43
2022
Q4 		– Sell
-1,105
Closed -$115K – 227
2022
Q3 		$115K Buy
+1,105
New +$127K 0.07% 74

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

EdgeRock Capital's JPM Position: Q2 2026 in Review

EdgeRock Capital increased its JPMorgan Chase (JPM) stake by 14% in Q2 2026, buying an estimated $184K and bringing the position to 4,905 shares worth $1.61M. The position accounts for 0.36% of the portfolio, ranked #35.

EdgeRock Capital first reported a position in JPM in Q3 2022 and has held it in 13 quarters since. 3,258 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • EdgeRock Capital held 4,905 shares of JPMorgan Chase worth $1.61M as of Q2 2026.
  • EdgeRock Capital bought 592 JPMorgan Chase shares in Q2 2026, an estimated $184K.
  • JPMorgan Chase made up 0.36% of EdgeRock Capital's portfolio in Q2 2026, its #35 holding.
  • EdgeRock Capital first reported a position in JPMorgan Chase in Q3 2022 and has held it in 13 quarters since.
  • 3,258 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on EdgeRock Capital's 13F filing for Q2 2026, filed 24 Jul 2026.