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JPM icon

NewEdge Advisors’s JPMorgan Chase JPM Stock Holding History

NewEdge Advisors’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
Q1 		$422M Sell
1,434,818
-23,501
-2% -$7.13M 1.52% 6
2025
Q4 		$470M Buy
1,458,319
+609,815
+72% +$189M 1.71% 6
2025
Q3 		$268M Buy
848,504
+18,034
+2% +$5.36M 1.22% 9
2025
Q2 		$241M Buy
830,470
+156,977
+23% +$40.1M 1.24% 9
2025
Q1 		$165M Buy
673,493
+29,835
+5% +$7.61M 0.98% 11
2024
Q4 		$154M Buy
643,658
+38,562
+6% +$8.98M 0.93% 12
2024
Q3 		$128M Buy
605,096
+61,083
+11% +$12.9M 0.83% 14
2024
Q2 		$110M Buy
544,013
+80,463
+17% +$15.7M 0.8% 14
2024
Q1 		$92.8M Buy
463,550
+24,165
+5% +$4.36M 0.81% 12
2023
Q4 		$74.6M Buy
439,385
+39,112
+10% +$5.93M 0.71% 15
2023
Q3 		$58M Buy
400,273
+17,491
+5% +$2.62M 0.64% 20
2023
Q2 		$55.7M Buy
382,782
+24,836
+7% +$3.42M 0.63% 20
2023
Q1 		$46.8M Buy
357,946
+32,178
+10% +$4.41M 0.58% 26
2022
Q4 		$16.9M Buy
325,768
+37,839
+13% +$4.79M 0.46% 43
2022
Q3 		$30.1M Sell
287,929
-14,387
-5% -$1.65M 0.49% 47
2022
Q2 		$34M Sell
302,316
-150,334
-33% -$18.6M 0.56% 32
2022
Q1 		$61.7M Buy
452,650
+27,497
+6% +$4.06M 0.99% 10
2021
Q4 		$67.3M Buy
425,153
+77,080
+22% +$12.7M 1.02% 11
2021
Q3 		$57M Buy
348,073
+23,162
+7% +$3.63M 1.41% 7
2021
Q2 		$50.5M Buy
324,911
+9,555
+3% +$1.5M 1.34% 7
2021
Q1 		$48M Buy
315,356
+3,189
+1% +$459K 1.43% 7
2020
Q4 		$39.7M Sell
312,167
-30,498
-9% -$3.41M 1.3% 8
2020
Q3 		$33M Buy
342,665
+19,910
+6% +$1.96M 1.15% 8
2020
Q2 		$30.4M Buy
322,755
+33,532
+12% +$3.18M 1.19% 8
2020
Q1 		$26M Buy
289,223
+17,942
+7% +$2.18M 1.25% 10
2019
Q4 		$37.8M Buy
271,281
+15,711
+6% +$2.02M 1.5% 7
2019
Q3 		$30.2M Buy
255,570
+52,166
+26% +$5.9M 1.34% 7
2019
Q2 		$22.7M Buy
203,404
+2,248
+1% +$248K 1.39% 6
2019
Q1 		$20.3M Buy
201,156
+26,707
+15% +$2.75M 1.31% 6
2018
Q4 		$17K Buy
174,449
+16,888
+11% +$1.8M 1.1% 8
2018
Q3 		$17.8M Buy
157,561
+18,088
+13% +$2.05M 1.37% 7
2018
Q2 		$14.7K Buy
139,473
+89,266
+178% +$9.79M 1.34% 8
2018
Q1 		$5.42M Buy
50,207
+10,519
+27% +$1.19M 0.62% 43
2017
Q4 		$4.31M Buy
39,688
+6,054
+18% +$613K 0.58% 49
2017
Q3 		$3.24M Buy
33,634
+3,087
+10% +$285K 0.5% 52
2017
Q2 		$2.85M Buy
30,547
+6,481
+27% +$559K 0.49% 56
2017
Q1 		$2.08M Buy
24,066
+4,121
+21% +$364K 0.47% 58
2016
Q4 		$1.74M Buy
19,945
+12,152
+156% +$927K 0.48% 56
2016
Q3 		$519K Buy
+7,793
New +$508K 0.16% 120

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

NewEdge Advisors's JPM Position: Q1 2026 in Review

NewEdge Advisors reduced its JPMorgan Chase (JPM) stake by 1.6% in Q1 2026, selling an estimated $7.13M and leaving 1,434,818 shares worth $422M. The position accounts for 1.52% of the portfolio, ranked #6.

NewEdge Advisors first reported a position in JPM in Q3 2016 and has held it in 39 quarters since. The position peaked at $470M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • NewEdge Advisors held 1,434,818 shares of JPMorgan Chase worth $422M as of Q1 2026.
  • NewEdge Advisors sold 23,501 JPMorgan Chase shares in Q1 2026, an estimated $7.13M.
  • JPMorgan Chase made up 1.52% of NewEdge Advisors's portfolio in Q1 2026, its #6 holding.
  • NewEdge Advisors first reported a position in JPMorgan Chase in Q3 2016 and has held it in 39 quarters since.
  • NewEdge Advisors's JPMorgan Chase position peaked at $470M in Q4 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.