Edge Capital Group, LLC’s Jpmorgan Chase & Co Position
Does Edge Capital Group, LLC own Jpmorgan Chase & Co (JPM)? Yes — 108.9K shares worth $26M (+1.16% of its 13F portfolio) as of Q4 2024, up from 107.6K shares the prior filed quarter.
Position Value
$26M
Q4 2024
Shares
108.9K
% of Portfolio
+1.16%
Quarters Held
25
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2024 | 108.9K | $26M | +1.16% |
| Q3 2024 | 107.6K | $23M | +1.01% |
| Q2 2024 | 97.8K | $20M | +0.96% |
| Q1 2024 | 95.9K | $19M | +0.96% |
| Q4 2023 | 63.9K | $11M | +0.61% |
| Q3 2023 | 48.8K | $7M | +0.46% |
| Q2 2023 | 67.4K | $10M | +0.56% |
| Q1 2023 | 106.0K | $14M | +0.85% |
| Q4 2022 | 86.3K | $12M | +0.81% |
| Q3 2022 | 99.6K | $10M | +0.86% |
| Q2 2022 | 78.3K | $9M | +0.76% |
| Q1 2022 | 80.6K | $11M | +0.75% |
| Q4 2021 | 95.3K | $15M | +1.07% |
| Q3 2021 | 134.1K | $22M | +1.75% |
| Q2 2021 | 135.0K | $21M | +1.68% |
| Q1 2021 | 158.1K | $24M | +2.01% |
| Q4 2020 | 165.9K | $21M | +1.77% |
| Q3 2020 | 157.8K | $15M | +1.52% |
| Q2 2020 | 149.3K | $14M | +1.47% |
| Q1 2020 | 130.2K | $12M | +1.40% |
| Q4 2019 | 29.4K | $4M | +0.40% |
| Q3 2019 | 29.8K | $4M | +0.35% |
| Q2 2019 | 29.5K | $3M | +0.32% |
| Q1 2019 | 27.2K | $3M | +0.27% |
| Q4 2018 | 21.2K | $2M | +0.23% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Edge Capital Group, LLC’s full portfolio or all institutional holders of JPM.