Edge Wealth Management LLC

SEC CIK: 0001567163
Latest filing: Jul 9, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Edge Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 85,227
Value: $27.9M
% of portfolio: 4.7%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Edge Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	85,227	$27.9M	4.7%	−2,085−2.4%	Reduced	Holders
Q1 2026	87,312	$25.7M	4.4%	−221−0.3%	Reduced	Holders
Q4 2025	87,533	$28.2M	5.0%	−1,222−1.4%	Reduced	Holders
Q3 2025	88,755	$28.0M	5.0%	−57−0.1%	Reduced	Holders
Q2 2025	88,812	$25.8M	5.0%	−1,423−1.6%	Reduced	Holders
Q1 2025	90,235	$22.1M	4.5%	+853+1.0%	Added	Holders
Q4 2024	89,382	$21.4M	4.3%	−1,239−1.4%	Reduced	Holders
Q3 2024	90,621	$19.1M	3.8%	−177−0.2%	Reduced	Holders
Q2 2024	90,798	$18.4M	3.9%	−2,015−2.2%	Reduced	Holders
Q1 2024	92,813	$18.6M	3.9%	−1,657−1.8%	Reduced	Holders
Q4 2023	94,470	$16.1M	3.5%	−768−0.8%	Reduced	Holders
Q3 2023	95,238	$13.8M	3.2%	−1,112−1.2%	Reduced	Holders
Q2 2023	96,350	$14.0M	3.1%	+2,141+2.3%	Added	Holders
Q1 2023	94,209	$12.3M	2.8%	+8,088+9.4%	Added	Holders
Q4 2022	86,121	$11.5M	2.7%	−10,136−10.5%	Reduced	Holders
Q3 2022	96,257	$10.2M	2.2%	+212+0.2%	Added	Holders
Q2 2022	96,045	$10.8M	2.3%	+1,296+1.4%	Added	Holders
Q1 2022	94,749	$12.9M	2.5%	+2,745+3.0%	Added	Holders
Q4 2021	92,004	$14.6M	2.7%	+1,042+1.1%	Added	Holders
Q3 2021	90,962	$14.9M	2.9%	+3,544+4.1%	Added	Holders
Q2 2021	87,418	$13.6M	2.8%	+95+0.1%	Added	Holders
Q1 2021	87,323	$13.3M	2.8%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.