Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$476,372,514
+$54,306,452 QoQ
Shares Held
1,455,328
+1.4% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
2.53%
of 13F equity value
Holder Rank
#153
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $761,328,374 across 18 Banks - Diversified names. JPM ranks #1 (62.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
1,455,328 | $476,372,514 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,764,963 | $100,567,591 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
502,866 | $72,719,452 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
555,363 | $45,895,198 | |
| 5 | C |
Citigroup Inc
|
271,355 | $37,978,845 | |
| 6 | RY |
Royal Bank Of Canada
|
39,449 | $8,164,759 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
224,896 | $5,635,893 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
34,412 | $3,272,237 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,372,514 | 1,455,328 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $422,066,062 | 1,434,818 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $469,893,426 | 1,458,300 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $267,643,616 | 848,504 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $240,761,557 | 830,470 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $165,207,832 | 673,493 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $154,291,259 | 643,658 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $127,589,066 | 605,089 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $110,029,237 | 543,999 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $92,849,065 | 463,550 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $74,739,388 | 439,385 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $58,047,590 | 400,273 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $55,671,814 | 382,782 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $46,643,943 | 357,946 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $43,685,488 | 325,768 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $30,088,580 | 287,929 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $34,043,804 | 302,316 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $61,705,248 | 452,650 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $67,322,977 | 425,153 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $56,976,069 | 348,073 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $50,536,656 | 324,911 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $48,006,643 | 315,356 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $39,667,060 | 312,167 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $32,988,359 | 342,665 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $30,358,335 | 322,755 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $26,038,746 | 289,223 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||