Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$163,598,552
+$18,705,632 QoQ
Shares Held
499,797
+1.5% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
2.23%
of 13F equity value
Holder Rank
#307
of 5,073 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NewEdge Wealth, LLC holds $281,145,245 across 13 Banks - Diversified names. JPM ranks #1 (58.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
499,797 | $163,598,552 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
773,121 | $63,890,719 | |
| 3 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
708,357 | $17,751,426 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
102,153 | $9,713,728 | |
| 5 | BAC |
Bank Of America Corp /De/
|
167,257 | $9,530,303 | |
| 6 | SAN |
Banco Santander, S.A.
|
332,524 | $4,588,831 | |
| 7 | C |
Citigroup Inc
|
29,836 | $4,175,846 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
16,020 | $2,316,652 |
All Filings in JPM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163,598,552 | 499,797 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $144,892,920 | 492,565 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $154,827,032 | 480,501 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $142,016,048 | 450,230 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $127,128,144 | 438,509 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $103,616,682 | 422,408 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $97,396,090 | 406,308 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $78,999,331 | 374,653 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $61,164,839 | 302,407 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $59,234,318 | 295,728 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $45,108,989 | 265,191 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $33,778,928 | 232,926 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $30,638,681 | 210,662 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $18,241,575 | 139,986 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $16,632,959 | 124,034 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,127,434 | 116,052 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,010,846 | 115,539 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $13,779,225 | 101,080 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $11,778,073 | 74,380 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $11,104,893 | 67,841 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $10,031,241 | 64,493 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $9,036,981 | 59,364 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,240,752 | 17,634 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||