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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Park Edge Advisors's JPM Position: Q2 2026 in Review

Park Edge Advisors reduced its JPMorgan Chase (JPM) stake by 9.6% in Q2 2026, selling an estimated $400K and leaving 12,180 shares worth $3.99M. The position accounts for 0.84% of the portfolio, ranked #19.

Park Edge Advisors first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.39M in Q4 2025. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Park Edge Advisors held 12,180 shares of JPMorgan Chase worth $3.99M as of Q2 2026.
  • Park Edge Advisors sold 1,287 JPMorgan Chase shares in Q2 2026, an estimated $400K.
  • JPMorgan Chase made up 0.84% of Park Edge Advisors's portfolio in Q2 2026, its #19 holding.
  • Park Edge Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Park Edge Advisors's JPMorgan Chase position peaked at $4.39M in Q4 2025.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.