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Disclosery

Edge Capital Group, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Edge Capital Group, LLC on JPM, newest first. How the timeline and the estimate are built.

Edge Capital Group, LLC held 108,854 JPM shares at 2024-12-31 per its 13F-HR filed 2025-02-04.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 108,854 shares
    Change vs previous 13F +1,213 shares

    1.33% of the 13F portfolio, value $26,093,434.

    13F-HR 0001765380-25-000038 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 107,641 shares
    Change vs previous 13F +9,802 shares

    1.01% of the 13F portfolio, value $22,697,276.

    13F-HR 0001765380-24-000438 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 97,839 shares
    Change vs previous 13F +1,959 shares

    0.96% of the 13F portfolio, value $19,789,002.

    13F-HR 0001765380-24-000332 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 95,880 shares
    Change vs previous 13F +31,999 shares

    0.96% of the 13F portfolio, value $19,204,806.

    13F-HR 0001765380-24-000211 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 63,881 shares
    Change vs previous 13F +15,098 shares

    0.61% of the 13F portfolio, value $10,866,212.

    13F-HR 0001765380-24-000102 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 48,783 shares
    Change vs previous 13F -18,586 shares

    0.46% of the 13F portfolio, value $7,074,505.

    13F-HR 0001765380-23-000232 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 67,369 shares
    Change vs previous 13F -38,586 shares

    0.56% of the 13F portfolio, value $9,798,147.

    13F-HR 0001765380-23-000154 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F 105,955 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $13,806,962.

    13F-HR 0001765380-23-000091 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).