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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
Q2 		$164M Buy
499,797
+7,232
+1% +$2.25M 1.64% 10
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 $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

NewEdge Wealth's JPM Position: Q2 2026 in Review

NewEdge Wealth increased its JPMorgan Chase (JPM) stake by 1.5% in Q2 2026, buying an estimated $2.25M and bringing the position to 499,797 shares worth $164M. The position accounts for 1.64% of the portfolio, ranked #10.

NewEdge Wealth first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • NewEdge Wealth held 499,797 shares of JPMorgan Chase worth $164M as of Q2 2026.
  • NewEdge Wealth bought 7,232 JPMorgan Chase shares in Q2 2026, an estimated $2.25M.
  • JPMorgan Chase made up 1.64% of NewEdge Wealth's portfolio in Q2 2026, its #10 holding.
  • NewEdge Wealth first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.