Edmond de Rothschild Holding’s JPMorgan Chase JPM Stock Holding History

Edmond de Rothschild Holding’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
2017 Q2	–	Sell	-75,000	Closed	-$405K	–	835
2017 Q1	$405K	Sell	75,000 -10,000	-12%	-$882K	0.01%	405
2016 Q4	$531K	Sell	85,000 -40,000	-32%	-$3.05M	0.01%	357
2016 Q3	$264K	Hold	125,000	–	–	0.01%	474
2016 Q2	$181K	Hold	125,000	–	–	0.01%	504
2016 Q1	$144K	Buy	125,000 +80,000	+178%	+$4.67M	﹤0.01%	511
2015 Q4	$214K	Sell	45,000 -30,000	-40%	-$1.95M	0.01%	468
2015 Q3	$225K	Buy	+75,000	New	+$4.91M	0.01%	441

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

Edmond de Rothschild Holding's JPM Position: Q1 2026 in Review

Edmond de Rothschild Holding increased its JPMorgan Chase (JPM) stake by 95% in Q1 2026, buying an estimated $48.7M and bringing the position to 328,627 shares worth $96.7M. The position accounts for 1.4% of the portfolio, ranked #15.

Edmond de Rothschild Holding first reported a position in JPM in Q2 2015 and has held it in 44 quarters since. The position peaked at $108M in Q2 2015. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Edmond de Rothschild Holding held 328,627 shares of JPMorgan Chase worth $96.7M as of Q1 2026.
Edmond de Rothschild Holding bought 160,491 JPMorgan Chase shares in Q1 2026, an estimated $48.7M.
JPMorgan Chase made up 1.4% of Edmond de Rothschild Holding's portfolio in Q1 2026, its #15 holding.
Edmond de Rothschild Holding first reported a position in JPMorgan Chase in Q2 2015 and has held it in 44 quarters since.
Edmond de Rothschild Holding's JPMorgan Chase position peaked at $108M in Q2 2015.
5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2026, filed 13 May 2026.