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EDGEWOOD MANAGEMENT LLC: JPM position timeline

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

EDGEWOOD MANAGEMENT LLC held 12,311 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,311 shares
    Change vs previous 13F -6,860 shares

    0.04% of the 13F portfolio, value $4,029,760.

    13F-HR 0001062993-26-004244 filed by EDGEWOOD MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 19,171 shares
    Change vs previous 13F -363 shares

    0.04% of the 13F portfolio, value $5,639,341.

    13F-HR 0001062993-26-002623 filed by EDGEWOOD MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 19,534 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $6,294,245.

    13F-HR 0001062993-26-000835 filed by EDGEWOOD MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 19,534 shares
    Change vs previous 13F -242 shares

    0.02% of the 13F portfolio, value $6,161,610.

    13F-HR 0001062993-25-016658 filed by EDGEWOOD MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 19,776 shares
    Change vs previous 13F -140 shares

    0.02% of the 13F portfolio, value $5,733,260.

    13F-HR 0001062993-25-014249 filed by EDGEWOOD MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 19,916 shares
    Change vs previous 13F -242 shares

    0.02% of the 13F portfolio, value $4,885,395.

    13F-HR 0001062993-25-009317 filed by EDGEWOOD MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 20,158 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $4,832,074.

    13F-HR 0001062993-25-002246 filed by EDGEWOOD MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 20,158 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,250,516.

    13F-HR 0001062993-24-018802 filed by EDGEWOOD MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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