JPMorgan Chase & Co. shares owned by NewEdge Wealth
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by NewEdge Wealth
from 13F filings
Historical chart of NewEdge Wealth investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by NewEdge Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $140M | 450k | 311.68 |
| 2025-06-30 | $126M | 439k | 286.94 |
| 2025-03-31 | $104M | 422k | 245.30 |
| 2024-12-31 | $97M | 406k | 239.71 |
| 2024-09-30 | $79M | 375k | 210.86 |
| 2024-06-30 | $61M | 302k | 202.26 |
| 2024-03-31 | $57M | 296k | 191.66 |
| 2023-12-31 | $45M | 265k | 170.10 |
| 2023-09-30 | $34M | 233k | 145.02 |
| 2023-06-30 | $31M | 211k | 145.44 |
| 2023-03-31 | $18M | 140k | 130.31 |
| 2022-12-31 | $17M | 124k | 134.10 |
| 2022-09-30 | $12M | 116k | 104.50 |
| 2022-06-30 | $13M | 116k | 112.61 |
| 2022-03-31 | $14M | 101k | 136.32 |
| 2021-12-31 | $12M | 74k | 158.35 |
| 2021-09-30 | $11M | 68k | 163.69 |
| 2021-06-30 | $10M | 65k | 155.54 |
| 2021-03-31 | $9.0M | 59k | 152.23 |
| 2020-12-31 | $2.2M | 18k | 127.08 |