Blue Edge Capital, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1599620 RICHMOND, VA

Position in JPM

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$7,519,424

+$733,742 QoQ

Shares Held

22,972

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.54%

of 13F equity value

Holder Rank

#1,711

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Financial Services · as of Jun 30, 2026

Blue Edge Capital, LLC holds $12,637,240 across 3 Banks - Diversified names. JPM ranks #1 (59.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	22,972	$7,519,424
2	C	Citigroup Inc	34,376	$4,811,264
3	BAC	Bank Of America Corp /De/	5,380	$306,552

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,519,424	22,972	-0.4%	Shares	Sole	2026-08-17
2026-03-31	$6,785,682	23,068	-0.0%	Shares	Sole	2026-06-02
2025-12-31	$7,435,548	23,076	+1.6%	Shares	Sole	2026-02-12
2025-09-30	$7,165,307	22,716	-4.4%	Shares	Sole	2025-11-12
2025-06-30	$6,889,131	23,763	+0.2%	Shares	Sole	2025-08-15
2025-03-31	$5,814,836	23,705	-0.3%	Shares	Sole	2025-05-13
2024-12-31	$5,696,947	23,766	-1.6%	Shares	Sole	2025-02-13
2024-09-30	$5,092,479	24,151	+1.8%	Shares	Sole	2024-11-14
2024-06-30	$4,799,023	23,727	-0.0%	Shares	Sole	2024-08-07
2024-03-31	$4,754,521	23,737	+1.6%	Shares	Sole	2024-05-15
2023-12-31	$3,975,066	23,369	+3.9%	Shares	Sole	2024-02-15
2023-09-30	$3,261,789	22,492	+0.0%	Shares	Sole	2023-11-14
2023-06-30	$3,269,782	22,482	-1.7%	Shares	Sole	2023-08-21
2023-03-31	$2,979,668	22,866	+38.6%	Shares	Sole	2023-05-16
2022-12-31	$2,211,711	16,493	+0.3%	Shares	Sole	2023-02-13
2022-09-30	$1,718,816	16,448	+1.4%	Shares	Sole	2022-11-15
2022-06-30	$1,826,984	16,224	-0.7%	Shares	Sole	2022-08-10
2022-03-31	$2,227,741	16,342	+4.6%	Shares	Sole	2022-05-16
2021-12-31	$2,475,010	15,630	-2.3%	Shares	Sole	2022-02-14
2021-09-30	$2,619,367	16,002	0.0%	Shares	Sole	2021-11-15
2021-06-30	$2,488,951	16,002	-0.2%	Shares	Sole	2021-08-13
2021-03-31	$2,440,399	16,031	+0.1%	Shares	Sole	2021-05-12
2020-12-31	$2,035,280	16,017	+0.6%	Shares	Sole	2021-02-09
2020-09-30	$1,532,425	15,918	-8.1%	Shares	Sole	2020-11-04
2020-06-30	$1,629,213	17,321	+13.9%	Shares	Sole	2020-08-10
2020-03-31	$1,368,996	15,206	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.