A detailed history of Edge Capital Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Edge Capital Group, LLC holds 107,641 shares of JPM stock, worth $25.6 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
107,641
Previous 97,839 10.02%
Holding current value
$25.6 Million
Previous $19.8 Million 14.66%
% of portfolio
1.03%
Previous 0.97%

Shares

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

Nov 12, 2024

BUY
$194.9 - $224.8 $1.91 Million - $2.2 Million
9,802 Added 10.02%
107,641 $22.7 Million
Q2 2024

Aug 13, 2024

BUY
$180.08 - $204.79 $352,776 - $401,183
1,959 Added 2.04%
97,839 $19.8 Million
Q1 2024

May 14, 2024

BUY
$167.09 - $200.3 $5.35 Million - $6.41 Million
31,999 Added 50.09%
95,880 $19.2 Million
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $2.05 Million - $2.57 Million
15,098 Added 30.95%
63,881 $10.9 Million
Q3 2023

Nov 13, 2023

SELL
$143.21 - $158.0 $2.66 Million - $2.94 Million
-18,586 Reduced 27.59%
48,783 $7.07 Million
Q2 2023

Aug 08, 2023

SELL
$127.47 - $145.44 $4.92 Million - $5.61 Million
-38,586 Reduced 36.42%
67,369 $9.8 Million
Q1 2023

May 04, 2023

BUY
$124.91 - $143.8 $2.46 Million - $2.83 Million
19,693 Added 22.83%
105,955 $13.8 Million
Q4 2022

Feb 07, 2023

SELL
$101.96 - $137.84 $1.36 Million - $1.84 Million
-13,316 Reduced 13.37%
86,262 $11.6 Million
Q3 2022

Nov 09, 2022

BUY
$20.73 - $120.58 $440,471 - $2.56 Million
21,248 Added 27.13%
99,578 $10.4 Million
Q2 2022

Aug 08, 2022

SELL
$112.61 - $135.91 $252,359 - $304,574
-2,241 Reduced 2.78%
78,330 $8.82 Million
Q1 2022

May 03, 2022

SELL
$128.3 - $168.44 $1.89 Million - $2.48 Million
-14,712 Reduced 15.44%
80,571 $11 Million
Q4 2021

Jan 19, 2022

SELL
$153.94 - $171.78 $5.97 Million - $6.67 Million
-38,809 Reduced 28.94%
95,283 $15.1 Million
Q3 2021

Oct 26, 2021

SELL
$146.97 - $166.98 $138,004 - $156,794
-939 Reduced 0.7%
134,092 $21.9 Million
Q2 2021

Aug 09, 2021

SELL
$147.37 - $166.44 $3.39 Million - $3.83 Million
-23,030 Reduced 14.57%
135,031 $21 Million
Q1 2021

May 13, 2021

SELL
$125.65 - $157.65 $982,834 - $1.23 Million
-7,822 Reduced 4.72%
158,061 $24.1 Million
Q4 2020

Feb 16, 2021

BUY
$96.54 - $127.07 $777,533 - $1.02 Million
8,054 Added 5.1%
165,883 $21.1 Million
Q3 2020

Nov 09, 2020

BUY
$91.28 - $103.82 $780,170 - $887,349
8,547 Added 5.73%
157,829 $15.2 Million
Q2 2020

Aug 11, 2020

BUY
$84.03 - $113.45 $1.6 Million - $2.16 Million
19,052 Added 14.63%
149,282 $14 Million
Q1 2020

May 08, 2020

BUY
$79.03 - $141.09 $7.97 Million - $14.2 Million
100,828 Added 342.93%
130,230 $11.7 Million
Q4 2019

Feb 11, 2020

SELL
$111.82 - $139.4 $43,162 - $53,808
-386 Reduced 1.3%
29,402 $4.1 Million
Q3 2019

Nov 12, 2019

BUY
$104.8 - $120.23 $34,374 - $39,435
328 Added 1.11%
29,788 $3.51 Million
Q2 2019

Jul 25, 2019

BUY
$104.64 - $116.12 $237,323 - $263,360
2,268 Added 8.34%
29,460 $3.29 Million
Q1 2019

May 14, 2019

BUY
$97.11 - $107.19 $577,221 - $637,137
5,944 Added 27.97%
27,192 $2.75 Million
Q4 2018

Feb 14, 2019

BUY
$92.14 - $115.32 $1.96 Million - $2.45 Million
21,248 New
21,248 $2.07 Million

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 $697B
  • 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 Capital Group, LLC Portfolio

Follow Edge Capital Group, 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 Capital Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Edge Capital Group, LLC with notifications on news.