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Henson-Edgewater Management’s JPMorgan Chase JPM Stock Holding History

Henson-Edgewater 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 		$3.82M Buy
10,462
+300
+3% +$93.2K 1.99% 15
2026
Q1 		$2.99M Sell
10,162
-587
-5% -$178K 1.9% 15
2025
Q4 		$3.46M Buy
+10,749
New +$3.33M 2.05% 13

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Henson-Edgewater Management's JPM Position: Q2 2026 in Review

Henson-Edgewater Management increased its JPMorgan Chase (JPM) stake by 3% in Q2 2026, buying an estimated $93.2K and bringing the position to 10,462 shares worth $3.82M. The position accounts for 1.99% of the portfolio, ranked #15.

Henson-Edgewater Management first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Henson-Edgewater Management held 10,462 shares of JPMorgan Chase worth $3.82M as of Q2 2026.
  • Henson-Edgewater Management bought 300 JPMorgan Chase shares in Q2 2026, an estimated $93.2K.
  • JPMorgan Chase made up 1.99% of Henson-Edgewater Management's portfolio in Q2 2026, its #15 holding.
  • Henson-Edgewater Management first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Henson-Edgewater Management's 13F filing for Q2 2026, filed 18 Aug 2026.