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Disclosery

NewEdge Wealth, LLC: JPM position timeline

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

NewEdge Wealth, LLC held 499,797 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 499,797 shares
    Change vs previous 13F +7,232 shares

    1.65% of the 13F portfolio, value $163,598,593.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 492,565 shares
    Change vs previous 13F +12,064 shares

    1.73% of the 13F portfolio, value $144,892,921.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 480,501 shares
    Change vs previous 13F +30,271 shares

    1.75% of the 13F portfolio, value $154,827,033.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 450,230 shares
    Change vs previous 13F +11,721 shares

    2.01% of the 13F portfolio, value $140,327,651.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 438,509 shares
    Change vs previous 13F +16,101 shares

    1.97% of the 13F portfolio, value $125,825,790.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 422,408 shares
    Change vs previous 13F +16,100 shares

    1.88% of the 13F portfolio, value $103,616,674.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 406,308 shares
    Change vs previous 13F +31,655 shares

    1.69% of the 13F portfolio, value $97,396,005.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 374,653 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $78,999,372.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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