Atlantic Edge Private Wealth Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2011145 JACKSONVILLE, FL

Position in JPM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$6,015,670

+$655,193 QoQ

Shares Held

18,378

+0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.64%

of 13F equity value

Holder Rank

#1,926

of 5,048 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Atlantic Edge Private Wealth Management, LLC holds $9,031,628 across 12 Banks - Diversified names. JPM ranks #1 (66.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	18,378	$6,015,670
2	BAC	Bank Of America Corp /De/	49,092	$2,797,262
3	BNY	Bank of New York Mellon Corp	658	$95,153
4	C	Citigroup Inc	449	$62,842
5	ING	Ing Groep NV	400	$12,552
6	WFC	Wells Fargo & Company/Mn	150	$12,396
7	RY	Royal Bank Of Canada	45	$9,313
8	BMO	Bank Of Montreal /Can/	50	$8,835

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,015,670	18,378	+0.9%	Shares	Sole	2026-07-23
2026-03-31	$5,360,477	18,223	+0.7%	Shares	Sole	2026-04-22
2025-12-31	$5,831,215	18,097	+1.2%	Shares	Sole	2026-01-27
2025-09-30	$5,640,519	17,882	+0.1%	Shares	Sole	2025-10-24
2025-06-30	$5,179,821	17,867	-0.4%	Shares	Sole	2025-07-30
2025-03-31	$4,399,946	17,937	+0.6%	Shares	Sole	2025-04-29
2024-12-31	$4,275,467	17,836	+0.5%	Shares	Sole	2025-01-29
2024-09-30	$3,744,030	17,756	+2.3%	Shares	Sole	2024-11-06
2024-06-30	$3,510,626	17,357	-0.0%	Shares	Sole	2024-07-26
2024-03-31	$3,476,807	17,358	+3.1%	Shares	Sole	2024-05-08
2023-12-31	$2,864,824	16,842	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.