Ownership history in NewEdge Wealth, LLC · 20 quarters on record
This page tracks every 13F SEC filing in which NewEdge Wealth, LLC reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 480,501 | +30,271 | +6.7% | 1.75% | $154.8M | $320.77 |
| 2025 Q3 | ADDED | 450,230 | +11,721 | +2.7% | 2.01% | $140.3M | $312.49 |
| 2025 Q2 | ADDED | 438,509 | +16,101 | +3.8% | 1.97% | $125.8M | $285.83 |
| 2025 Q1 | ADDED | 422,408 | +16,100 | +4.0% | 1.88% | $103.6M | $240.37 |
| 2024 Q4 | ADDED | 406,308 | +31,655 | +8.4% | 1.69% | $97.4M | $233.69 |
| 2024 Q3 | ADDED | 374,653 | +72,246 | +23.9% | 1.43% | $79.0M | $204.31 |
| 2024 Q2 | ADDED | 302,407 | +6,679 | +2.3% | 1.32% | $61.2M | $194.90 |
| 2024 Q1 | ADDED | 295,728 | +30,537 | +11.5% | 1.27% | $56.7M | $191.89 |
| 2023 Q4 | ADDED | 265,191 | +32,265 | +13.9% | 1.15% | $45.1M | $161.96 |
| 2023 Q3 | ADDED | 232,926 | +22,264 | +10.6% | 1.07% | $33.8M | $137.07 |
As of 2025 Q4 — sorted by position size