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Position history for NewEdge Advisors, LLCNewEdge 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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.4M
-1.6%
$422.1M1.5%$300.26
0
2025-Q4
Increased
1.5M
+71.9%
$469.9M1.7%$321.97
74
2025-Q3
Increased
848,504
+2.2%
$267.6M1.2%$312.75
50
2025-Q2
Increased
830,470
+23.3%
$240.8M1.2%$283.07
59
2025-Q1
Increased
673,493
+4.6%
$165.2M1.0%$237.97
45
2024-Q4
Increased
643,658
+6.4%
$154.3M0.9%$233.31
46
2024-Q3
Increased
605,089
+11.2%
$127.6M0.8%$203.96
47
2024-Q2
Increased
543,999
+17.4%
$110M0.8%$194.90
49

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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