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NewEdge Advisors, LLC: JPM position timeline

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

NewEdge Advisors, LLC held 1,455,328 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,455,328 shares
    Change vs previous 13F +20,510 shares

    1.42% of the 13F portfolio, value $476,371,974.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 1,434,818 shares
    Change vs previous 13F -23,482 shares

    1.52% of the 13F portfolio, value $422,065,821.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 1,458,300 shares
    Change vs previous 13F +609,796 shares

    1.71% of the 13F portfolio, value $469,893,183.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 848,504 shares
    Change vs previous 13F +18,034 shares

    1.22% of the 13F portfolio, value $267,643,444.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, 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 830,470 shares
    Change vs previous 13F +156,977 shares

    1.24% of the 13F portfolio, value $240,761,383.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 673,493 shares
    Change vs previous 13F +29,835 shares

    0.98% of the 13F portfolio, value $165,207,814.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, 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 643,658 shares
    Change vs previous 13F +38,569 shares

    0.93% of the 13F portfolio, value $154,291,120.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, 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 605,089 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $127,589,035.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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