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JPMJPM
23 quarters

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

NewEdge Wealth, LLC holds 499,797 shares of JPM (JPMORGAN CHASE & CO), worth $163.6M as of 2026-Q2. The position was increased (+1.5% shares). JPM represents 1.6% of NewEdge Wealth, LLC's portfolio.

Current Value

$163.6M

Current Shares

499,797

Total Value Change

+$161.4M

Total Shares Change

+482,163

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
499,797
+1.5%
$163.6M1.6%$325.86
48
2026-Q1
Increased
492,565
+2.5%
$144.9M1.7%$300.26
49
2025-Q4
Increased
480,501
+6.7%
$154.8M1.7%$321.97
51
2025-Q3
Increased
450,230
+2.7%
$140.3M2.0%$312.75
53
2025-Q2
Increased
438,509
+3.8%
$125.8M2.0%$283.07
49
2025-Q1
Increased
422,408
+4.0%
$103.6M1.9%$237.97
49
2024-Q4
Increased
406,308
+8.4%
$97.4M1.7%$233.31
51
2024-Q3
Increased
374,653
+23.9%
$79M1.4%$203.96
57
2024-Q2
Increased
302,407
+2.3%
$61.2M1.3%$194.90
47
2024-Q1
Increased
295,728
+11.5%
$56.7M1.3%$191.89
52
2023-Q4
Increased
265,191
+13.8%
$45.1M1.2%$161.96
52
2023-Q3
Increased
232,926
+10.6%
$33.8M1.1%$137.07
50
2023-Q2
Increased
210,662
+50.5%
$30.6M1.0%$134.64
63
2023-Q1
Increased
139,986
+12.9%
$18.2M0.7%$119.92
45
2022-Q4
Increased
124,034
+6.9%
$16.6M0.7%$123.99
43
2022-Q3
Increased
116,052
+0.4%
$12.1M0.6%$97.28
39
2022-Q2
Increased
115,539
+14.3%
$13M0.6%$104.73
45
2022-Q1
Increased
101,080
+35.9%
$13.8M0.6%$126.72
51
2021-Q4
Increased
74,380
+9.6%
$11.8M0.5%$142.04
37
2021-Q3
Increased
67,841
+5.2%
$11.1M0.7%$147.85
41
2021-Q2
Increased
64,493
+8.6%
$10M0.8%$136.54
42
2021-Q1
Increased
59,364
+236.7%
$9M0.9%$136.04
63
2020-Q4
New
17,634
-
$2.2M0.7%$109.61
51

Other major holders of JPM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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