Edgewood Management’s JPMorgan Chase JPM Stock Holding History

Edgewood 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	$4.03M	Sell	12,311 -6,860	-36%	-$2.13M	0.04%	42
2026 Q1	$5.64M	Sell	19,171 -363	-2%	-$110K	0.04%	35
2025 Q4	$6.29M	Hold	19,534	–	–	0.03%	36
2025 Q3	$6.16M	Sell	19,534 -242	-1%	-$72K	0.02%	34
2025 Q2	$5.73M	Sell	19,776 -140	-0.7%	-$35.7K	0.02%	35
2025 Q1	$4.89M	Sell	19,916 -242	-1%	-$61.7K	0.02%	40
2024 Q4	$4.83M	Hold	20,158	–	–	0.01%	41
2024 Q3	$4.25M	Sell	20,158 -1,306	-6%	-$275K	0.01%	39
2024 Q2	$4.34M	Hold	21,464	–	–	0.01%	38
2024 Q1	$4.3M	Hold	21,464	–	–	0.01%	39
2023 Q4	$3.65M	Hold	21,464	–	–	0.01%	41
2023 Q3	$3.11M	Hold	21,464	–	–	0.01%	41
2023 Q2	$3.12M	Hold	21,464	–	–	0.01%	41
2023 Q1	$2.8M	Hold	21,464	–	–	0.01%	43
2022 Q4	$2.88M	Buy	21,464 +2,000	+10%	+$253K	0.01%	41
2022 Q3	$2.03M	Hold	19,464	–	–	0.01%	39
2022 Q2	$2.19M	Hold	19,464	–	–	0.01%	42
2022 Q1	$2.65M	Buy	19,464 +2,000	+11%	+$295K	0.01%	42
2021 Q4	$2.77M	Hold	17,464	–	–	﹤0.01%	43
2021 Q3	$2.86M	Sell	17,464 -200	-1%	-$31.4K	﹤0.01%	41
2021 Q2	$2.75M	Sell	17,664 -150	-0.8%	-$23.6K	﹤0.01%	41
2021 Q1	$2.71M	Hold	17,814	–	–	0.01%	42
2020 Q4	$2.26M	Hold	17,814	–	–	﹤0.01%	42
2020 Q3	$1.72M	Buy	17,814 +6,400	+56%	+$628K	﹤0.01%	43
2020 Q2	$1.07M	Hold	11,414	–	–	﹤0.01%	48
2020 Q1	$1.03M	Buy	11,414 +1,500	+15%	+$182K	﹤0.01%	46
2019 Q4	$1.38M	Buy	9,914 +5,810	+142%	+$745K	﹤0.01%	46
2019 Q3	$483K	Hold	4,104	–	–	﹤0.01%	49
2019 Q2	$459K	Hold	4,104	–	–	﹤0.01%	50
2019 Q1	$415K	Sell	4,104 -1,935	-32%	-$199K	﹤0.01%	52
2018 Q4	$590K	Hold	6,039	–	–	﹤0.01%	55
2018 Q3	$681K	Hold	6,039	–	–	﹤0.01%	48
2018 Q2	$629K	Sell	6,039 -120	-2%	-$13.2K	﹤0.01%	48
2018 Q1	$677K	Sell	6,159 -790	-11%	-$89.4K	﹤0.01%	48
2017 Q4	$743K	Sell	6,949 -100	-1%	-$10.1K	﹤0.01%	52
2017 Q3	$673K	Hold	7,049	–	–	﹤0.01%	55
2017 Q2	$644K	Sell	7,049 -50	-0.7%	-$4.31K	﹤0.01%	53
2017 Q1	$624K	Sell	7,099 -180	-2%	-$15.9K	﹤0.01%	52
2016 Q4	$628K	Hold	7,279	–	–	﹤0.01%	53
2016 Q3	$485K	Sell	7,279 -120	-2%	-$7.82K	﹤0.01%	63
2016 Q2	$460K	Sell	7,399 -180	-2%	-$11.2K	﹤0.01%	53
2016 Q1	$449K	Hold	7,579	–	–	﹤0.01%	55
2015 Q4	$500K	Hold	7,579	–	–	﹤0.01%	54
2015 Q3	$462K	Hold	7,579	–	–	﹤0.01%	54
2015 Q2	$514K	Hold	7,579	–	–	﹤0.01%	56
2015 Q1	$459K	Hold	7,579	–	–	﹤0.01%	58
2014 Q4	$474K	Hold	7,579	–	–	﹤0.01%	58
2014 Q3	$457K	Hold	7,579	–	–	﹤0.01%	59
2014 Q2	$437K	Hold	7,579	–	–	﹤0.01%	60
2014 Q1	$460K	Hold	7,579	–	–	﹤0.01%	58
2013 Q4	$443K	Sell	7,579 -1,550	-17%	-$84.9K	0.01%	61
2013 Q3	$472K	Sell	9,129 -1,550	-15%	-$83.1K	0.01%	58
2013 Q2	$564K	Buy	+10,679	New	+$543K	0.01%	48

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Edgewood Management's JPM Position: Q2 2026 in Review

Edgewood Management reduced its JPMorgan Chase (JPM) stake by 36% in Q2 2026, selling an estimated $2.13M and leaving 12,311 shares worth $4.03M. The position accounts for 0.04% of the portfolio, ranked #42.

Edgewood Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.29M in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Edgewood Management held 12,311 shares of JPMorgan Chase worth $4.03M as of Q2 2026.
Edgewood Management sold 6,860 JPMorgan Chase shares in Q2 2026, an estimated $2.13M.
JPMorgan Chase made up 0.04% of Edgewood Management's portfolio in Q2 2026, its #42 holding.
Edgewood Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
Edgewood Management's JPMorgan Chase position peaked at $6.29M in Q4 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Edgewood Management's 13F filing for Q2 2026, filed 13 Aug 2026.