Position history for NewEdge Wealth, LLC's holdings in JPMORGAN CHASE & CO
NewEdge Wealth, LLC holds 492,565 shares of JPM (JPMORGAN CHASE & CO), worth $144.9M as of 2026-Q1. The position was increased (+2.5% shares). JPM represents 1.7% of NewEdge Wealth, LLC's portfolio.
Current Value
$144.9M
Current Shares
492,565
Total Value Change
+$83.7M
Total Shares Change
+190,158
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 492,565 |
+2.5% |
| $144.9M |
| 1.7% |
| $300.26 |
49 |
| 2025-Q4 | 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 |