A detailed history of Edge Financial Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Edge Financial Advisors LLC holds 7,690 shares of JPM stock, worth $1.9 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares
7,690
Previous 7,595 1.25%
Holding current value
$1.9 Million
Previous $1.52 Billion 6.6%
% of portfolio
1.44%
Previous 1.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$194.9 - $224.8 $18,515 - $21,356
95 Added 1.25%
7,690 $1.62 Billion
Q1 2024

Apr 19, 2024

BUY
$167.09 - $200.3 $1.27 Million - $1.52 Million
7,595 New
7,595 $1.52 Billion

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $725B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
Track This Portfolio

Track Edge Financial Advisors LLC Portfolio

Follow Edge Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Edge Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Edge Financial Advisors LLC with notifications on news.