Position history for NewEdge Advisors, LLC's holdings in JPMORGAN CHASE & CO
NewEdge Advisors, LLC holds 1.4M shares of JPM (JPMORGAN CHASE & CO), worth $422.1M as of 2026-Q1. The position was decreased (-1.6% shares). JPM represents 1.5% of NewEdge Advisors, LLC's portfolio.
Current Value
$422.1M
Current Shares
1.4M
Total Value Change
+$312M
Total Shares Change
+890,819
Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.
Decreased |
| 1.4M |
-1.6% |
| $422.1M |
| 1.5% |
| $300.26 |
0 |
| 2025-Q4 | Increased | 1.5M | +71.9% | $469.9M | 1.7% | $321.97 | 74 |
| 2025-Q3 | Increased | 848,504 | +2.2% | $267.6M | 1.2% | $312.75 | 50 |
| 2025-Q2 | Increased | 830,470 | +23.3% | $240.8M | 1.2% | $283.07 | 59 |
| 2025-Q1 | Increased | 673,493 | +4.6% | $165.2M | 1.0% | $237.97 | 45 |
| 2024-Q4 | Increased | 643,658 | +6.4% | $154.3M | 0.9% | $233.31 | 46 |
| 2024-Q3 | Increased | 605,089 | +11.2% | $127.6M | 0.8% | $203.96 | 47 |
| 2024-Q2 | Increased | 543,999 | +17.4% | $110M | 0.8% | $194.90 | 49 |