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JPMJPM
Showing 8 of 31 quarters

Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in JPMORGAN CHASE & CO

Yes. Newedge Group holds 1,455,328 shares of JPM (JPMorgan Chase), worth $476.4M, as of its Q2 2026 13F filing. It increased the position by 20,510 shares (+1.4%) from Q1 2026. Newedge Group has held JPM in every 13F on record since Q4 2018, 31 quarterly filings. JPM is 1.4% of Newedge Group's reported 13F portfolio.

Current Value

$476.4M

Current Shares

1.5M

Total Value Change

+$348.8M

Total Shares Change

+850,239

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.5M
+1.4%
$476.4M1.4%$325.86
50
2026-Q1
Decreased
1.4M
-1.6%
$422.1M1.5%$291.35
0
2025-Q4
Increased
1.5M
+71.9%
$469.9M1.7%$317.71
74
2025-Q3
Increased
848,504
+2.2%
$267.6M1.2%$309.51
50
2025-Q2
Increased
830,470
+23.3%
$240.8M1.2%$283.10
59
2025-Q1
Increased
673,493
+4.6%
$165.2M1.0%$238.07
45
2024-Q4
Increased
643,658
+6.4%
$154.3M0.9%$231.45
46
2024-Q3
Increased
605,089
+11.2%
$127.6M0.8%$202.36
47

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

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