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Edge Wealth Management LLC

SEC CIK
0001567163
Latest filing
Jul 9, 2026

JPM.PC 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.PC overviewAll 13F holders of JPM.PCFull Q2 2026 holdings

Shares (Q1 2022)
0
Sold out in Q1 2022
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2021
Holdings of JPM.PC by Edge Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20220$00.0%−15,000−100.0%Sold outHolders
Q4 202115,000$409.0K0.1%00.0%UnchangedHolders
Q3 202115,000$416.0K0.1%00.0%UnchangedHolders
Q2 202115,000$431.0K0.1%00.0%UnchangedHolders
Q1 202115,000$412.0K0.1%––Holders

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