Position history for NewEdge Wealth, LLC's holdings in JPMORGAN CHASE & CO
NewEdge Wealth, LLC holds 480,501 shares of JPM (JPMORGAN CHASE & CO), worth $154.8M as of 2025-Q4. The position was increased (++6.7% shares). JPM represents 1.7% of NewEdge Wealth, LLC's portfolio.
Current Value
$154.8M
Current Shares
480,501
Total Value Change
+$93.7M
Total Shares Change
+178,094
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 480,501 |
+6.7% |
| $154.8M |
| 1.7% |
| $321.97 |
51 |
| 2025-Q3 | Increased | 450,230 | +2.7% | $140.3M | 2.0% | $312.75 | 53 |
| 2025-Q2 | Increased | 438,509 | +3.8% | $125.8M | 2.0% | $283.07 | 49 |
| 2025-Q1 | Increased | 422,408 | +4.0% | $103.6M | 1.9% | $237.97 | 49 |
| 2024-Q4 | Increased | 406,308 | +8.4% | $97.4M | 1.7% | $233.31 | 51 |
| 2024-Q3 | Increased | 374,653 | +23.9% | $79M | 1.4% | $203.96 | 57 |
| 2024-Q2 | Increased | 302,407 | +2.3% | $61.2M | 1.3% | $194.90 | 47 |