Park Edge Advisors
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Park Edge Advisors’s JPMorgan Chase JPM Stock Holding History

Park Edge 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
Q3 		$3.03M Sell
9,168
-3,012
-25% -$1.05M 0.64% 26
2026
Q2 		$3.99M Sell
12,180
-1,287
-10% -$400K 0.84% 19
2026
Q1 		$3.96M Sell
13,467
-154
-1% -$46.7K 0.91% 15
2025
Q4 		$4.39M Sell
13,621
-171
-1% -$52.9K 0.99% 16
2025
Q3 		$4.35M Buy
13,792
+681
+5% +$203K 1% 16
2025
Q2 		$3.8M Buy
13,111
+892
+7% +$228K 0.97% 16
2025
Q1 		$3M Buy
12,219
+179
+1% +$45.6K 0.83% 18
2024
Q4 		$2.89M Buy
12,040
+348
+3% +$81.1K 0.84% 22
2024
Q3 		$2.47M Buy
11,692
+368
+3% +$77.5K 0.7% 23
2024
Q2 		$2.29M Buy
11,324
+249
+2% +$48.7K 0.7% 21
2024
Q1 		$2.22M Sell
11,075
-74
-0.7% -$13.4K 0.62% 18
2023
Q4 		$1.9M Buy
11,149
+205
+2% +$31.1K 0.66% 14
2023
Q3 		$1.59M Buy
10,944
+1,332
+14% +$200K 0.57% 19
2023
Q2 		$1.4M Sell
9,612
-1,650
-15% -$227K 0.47% 20
2023
Q1 		$1.47M Buy
11,262
+1,156
+11% +$158K 0.56% 16
2022
Q4 		$1.36M Buy
+10,106
New +$1.28M 0.59% 18

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Park Edge Advisors's JPM Position: Q3 2026 in Review

Park Edge Advisors reduced its JPMorgan Chase (JPM) stake by 25% in Q3 2026, selling an estimated $1.05M and leaving 9,168 shares worth $3.03M. The position accounts for 0.64% of the portfolio, ranked #26.

Park Edge Advisors first reported a position in JPM in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.39M in Q4 2025. 3,443 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Park Edge Advisors held 9,168 shares of JPMorgan Chase worth $3.03M as of Q3 2026.
  • Park Edge Advisors sold 3,012 JPMorgan Chase shares in Q3 2026, an estimated $1.05M.
  • JPMorgan Chase made up 0.64% of Park Edge Advisors's portfolio in Q3 2026, its #26 holding.
  • Park Edge Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 16 quarters since.
  • Park Edge Advisors's JPMorgan Chase position peaked at $4.39M in Q4 2025.
  • 3,443 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Park Edge Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.