NewEdge Wealth, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1861796 STAMFORD, CT

Position in JPM

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$144,892,920

-$9,934,112 QoQ

Shares Held

492,565

+2.5% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

2.48%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 3.56318455432278.ToString("F0")% Shared 0.ToString("F0")% None 96.43681544567721.ToString("F0")%

Financial Services · as of Mar 31, 2026

NewEdge Wealth, LLC holds $274,362,446 across 13 Banks - Diversified names. JPM ranks #1 (52.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	492,565	$144,892,920
2	WFC	Wells Fargo & Company/Mn	1,100,749	$87,630,627
3	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	610,642	$13,226,505
4	BAC	Bank Of America Corp /De/	196,008	$9,555,390
5	HSBC	Hsbc Holdings PLC	67,698	$5,584,408
6	SAN	Banco Santander, S.A.	351,179	$3,961,299
7	C	Citigroup Inc	29,064	$3,296,148
8	BNY	Bank of New York Mellon Corp	17,024	$2,019,557

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$144,892,920	492,565	+2.5%	Shares	Sole	2026-05-13
2025-12-31	$154,827,032	480,501	+6.7%	Shares	Sole	2026-02-03
2025-09-30	$142,016,048	450,230	+2.7%	Shares	Sole	2025-11-07
2025-06-30	$127,128,144	438,509	+3.8%	Shares	Sole	2025-08-11
2025-03-31	$103,616,682	422,408	+4.0%	Shares	Sole	2025-05-09
2024-12-31	$97,396,090	406,308	+8.4%	Shares	Sole	2025-02-05
2024-09-30	$78,999,331	374,653	+23.9%	Shares	Sole	2024-11-12
2024-06-30	$61,164,839	302,407	+2.3%	Shares	Sole	2024-08-02
2024-03-31	$59,234,318	295,728	+11.5%	Shares	Sole	2024-05-06
2023-12-31	$45,108,989	265,191	+13.9%	Shares	Sole	2024-01-29
2023-09-30	$33,778,928	232,926	+10.6%	Shares	Sole	2023-11-08
2023-06-30	$30,638,681	210,662	+50.5%	Shares	Sole	2023-08-09
2023-03-31	$18,241,575	139,986	+12.9%	Shares	Sole	2023-05-08
2022-12-31	$16,632,959	124,034	+6.9%	Shares	Sole	2023-02-14
2022-09-30	$12,127,434	116,052	+0.4%	Shares	Sole	2022-11-14
2022-06-30	$13,010,846	115,539	+14.3%	Shares	Sole	2022-08-09
2022-03-31	$13,779,225	101,080	+35.9%	Shares	Sole	2022-05-10
2021-12-31	$11,778,073	74,380	+9.6%	Shares	Sole	2022-01-31
2021-09-30	$11,104,893	67,841	+5.2%	Shares	Sole	2021-11-12
2021-06-30	$10,031,241	64,493	+8.6%	Shares	Sole	2021-08-11
2021-03-31	$9,036,981	59,364	+236.6%	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.