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Newbridge Financial Services Group’s JPMorgan Chase JPM Stock Holding History

Newbridge Financial Services Group’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 		$2.59M Buy
7,919
+3,966
+100% +$1.23M 0.32% 69
2026
Q1 		$1.16M Sell
3,953
-4,930
-55% -$1.5M 0.19% 94
2025
Q4 		$2.86M Buy
8,883
+3,027
+52% +$937K 0.44% 51
2025
Q3 		$1.85M Sell
5,856
-3,467
-37% -$1.03M 0.28% 75
2025
Q2 		$2.7M Buy
9,323
+3,419
+58% +$872K 0.44% 50
2025
Q1 		$1.45M Sell
5,904
-15
-0.3% -$3.82K 0.35% 65
2024
Q4 		$1.42M Buy
5,919
+435
+8% +$101K 0.36% 60
2024
Q3 		$1.16M Buy
5,484
+1,735
+46% +$365K 0.41% 61
2024
Q2 		$758K Sell
3,749
-268
-7% -$52.4K 0.28% 68
2024
Q1 		$805K Sell
4,017
-6,689
-62% -$1.21M 0.35% 64
2023
Q4 		$1.82M Buy
10,706
+1,289
+14% +$195K 0.89% 16
2023
Q3 		$1.37M Sell
9,417
-469
-5% -$70.3K 0.69% 17
2023
Q2 		$1.44M Sell
9,886
-257
-3% -$35.3K 0.7% 15
2023
Q1 		$1.32M Sell
10,143
-183
-2% -$25.1K 0.7% 17
2022
Q4 		$1.38M Sell
10,326
-887
-8% -$112K 0.8% 14
2022
Q3 		$1.17M Buy
11,213
+499
+5% +$57.3K 0.69% 14
2022
Q2 		$1.21M Buy
10,714
+1,172
+12% +$145K 0.75% 16
2022
Q1 		$1.3M Sell
9,542
-116
-1% -$17.1K 0.64% 22
2021
Q4 		$1.53M Buy
9,658
+5,672
+142% +$931K 0.72% 25
2021
Q3 		$652K Buy
3,986
+217
+6% +$34K 0.41% 47
2021
Q2 		$586K Sell
3,769
-627
-14% -$98.5K 0.36% 60
2021
Q1 		$669K Sell
4,396
-128
-3% -$18.4K 0.49% 39
2020
Q4 		$575K Buy
4,524
+252
+6% +$28.2K 0.47% 43
2020
Q3 		$411K Buy
+4,272
New +$420K 0.4% 55

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 $3.38T AUM 44.17% 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

Newbridge Financial Services Group's JPM Position: Q2 2026 in Review

Newbridge Financial Services Group increased its JPMorgan Chase (JPM) stake by 100% in Q2 2026, buying an estimated $1.23M and bringing the position to 7,919 shares worth $2.59M. The position accounts for 0.32% of the portfolio, ranked #69.

Newbridge Financial Services Group first reported a position in JPM in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.86M in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Newbridge Financial Services Group held 7,919 shares of JPMorgan Chase worth $2.59M as of Q2 2026.
  • Newbridge Financial Services Group bought 3,966 JPMorgan Chase shares in Q2 2026, an estimated $1.23M.
  • JPMorgan Chase made up 0.32% of Newbridge Financial Services Group's portfolio in Q2 2026, its #69 holding.
  • Newbridge Financial Services Group first reported a position in JPMorgan Chase in Q3 2020 and has held it in 24 quarters since.
  • Newbridge Financial Services Group's JPMorgan Chase position peaked at $2.86M in Q4 2025.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.