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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.73M	Sell	19,776 -140	-0.7%	-$40.6K	0.02%	35
2025 Q1	$4.89M	Sell	19,916 -242	-1%	-$59.4K	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%	+$268K	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%	+$273K	0.01%	42
2021 Q4	$2.77M	Hold	17,464	–	–	﹤0.01%	43
2021 Q3	$2.86M	Sell	17,464 -200	-1%	-$32.7K	﹤0.01%	41
2021 Q2	$2.75M	Sell	17,664 -150	-0.8%	-$23.3K	﹤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%	+$616K	﹤0.01%	43
2020 Q2	$1.07M	Hold	11,414	–	–	﹤0.01%	48
2020 Q1	$1.03M	Buy	11,414 +1,500	+15%	+$135K	﹤0.01%	46
2019 Q4	$1.38M	Buy	9,914 +5,810	+142%	+$810K	﹤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%	-$196K	﹤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%	-$12.5K	﹤0.01%	48
2018 Q1	$677K	Sell	6,159 -790	-11%	-$86.8K	﹤0.01%	48
2017 Q4	$743K	Sell	6,949 -100	-1%	-$10.7K	﹤0.01%	52
2017 Q3	$673K	Hold	7,049	–	–	﹤0.01%	55
2017 Q2	$644K	Sell	7,049 -50	-0.7%	-$4.57K	﹤0.01%	53
2017 Q1	$624K	Sell	7,099 -180	-2%	-$15.8K	﹤0.01%	52
2016 Q4	$628K	Hold	7,279	–	–	﹤0.01%	53
2016 Q3	$485K	Sell	7,279 -120	-2%	-$8K	﹤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%	-$90.6K	0.01%	61
2013 Q3	$472K	Sell	9,129 -1,550	-15%	-$80.1K	0.01%	58
2013 Q2	$564K	Buy	+10,679	New	+$564K	0.01%	48