Position history for NewEdge Advisors, LLC's holdings in JPMORGAN CHASE & CO
NewEdge Advisors, LLC holds 1.5M shares of JPM (JPMORGAN CHASE & CO), worth $469.9M as of 2025-Q4. The position was increased (++71.9% shares). JPM represents 1.7% of NewEdge Advisors, LLC's portfolio.
Current Value
$469.9M
Current Shares
1.5M
Total Value Change
+$359.9M
Total Shares Change
+914,301
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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 |