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NewEdge Wealth’s JPMorgan Chase JPM Stock Holding History

NewEdge Wealth’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 		$145M Buy
492,565
+12,064
+3% +$3.66M 1.73% 8
2025
Q4 		$155M Buy
480,501
+30,271
+7% +$9.37M 1.75% 9
2025
Q3 		$140M Buy
450,230
+11,721
+3% +$3.49M 2.01% 6
2025
Q2 		$126M Buy
438,509
+16,101
+4% +$4.11M 1.97% 7
2025
Q1 		$104M Buy
422,408
+16,100
+4% +$4.1M 1.88% 7
2024
Q4 		$97.4M Buy
406,308
+31,655
+8% +$7.37M 1.69% 8
2024
Q3 		$79M Buy
374,653
+72,246
+24% +$15.2M 1.43% 7
2024
Q2 		$61.2M Buy
302,407
+6,679
+2% +$1.31M 1.32% 7
2024
Q1 		$56.7M Buy
295,728
+30,537
+12% +$5.51M 1.27% 8
2023
Q4 		$45.1M Buy
265,191
+32,265
+14% +$4.89M 1.15% 12
2023
Q3 		$33.8M Buy
232,926
+22,264
+11% +$3.34M 1.07% 15
2023
Q2 		$30.6M Buy
210,662
+70,676
+50% +$9.72M 1.02% 13
2023
Q1 		$18.2M Buy
139,986
+15,952
+13% +$2.19M 0.69% 39
2022
Q4 		$16.6M Buy
124,034
+7,982
+7% +$1.01M 0.72% 37
2022
Q3 		$12.1M Buy
116,052
+513
+0.4% +$58.9K 0.57% 52
2022
Q2 		$13M Buy
115,539
+14,459
+14% +$1.79M 0.59% 43
2022
Q1 		$13.8M Buy
101,080
+26,700
+36% +$3.94M 0.61% 38
2021
Q4 		$11.8M Buy
74,380
+6,539
+10% +$1.07M 0.49% 44
2021
Q3 		$11.1M Buy
67,841
+3,348
+5% +$525K 0.66% 37
2021
Q2 		$10M Buy
64,493
+5,129
+9% +$806K 0.77% 34
2021
Q1 		$9.04M Buy
59,364
+41,730
+237% +$6M 0.9% 22
2020
Q4 		$2.24M Buy
+17,634
New +$1.97M 0.69% 37

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 Wealth's JPM Position: Q1 2026 in Review

NewEdge Wealth increased its JPMorgan Chase (JPM) stake by 2.5% in Q1 2026, buying an estimated $3.66M and bringing the position to 492,565 shares worth $145M. The position accounts for 1.73% of the portfolio, ranked #8.

NewEdge Wealth first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $155M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • NewEdge Wealth held 492,565 shares of JPMorgan Chase worth $145M as of Q1 2026.
  • NewEdge Wealth bought 12,064 JPMorgan Chase shares in Q1 2026, an estimated $3.66M.
  • JPMorgan Chase made up 1.73% of NewEdge Wealth's portfolio in Q1 2026, its #8 holding.
  • NewEdge Wealth first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • NewEdge Wealth's JPMorgan Chase position peaked at $155M in Q4 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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