JP Morgan Chase
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JP Morgan Chase’s Natural Alternatives International NAII Stock Holding History

JP Morgan Chase’s Portfolio NAII Stock Details NAII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11
Closed -$38 – 7448
2025
Q1 		$38 Sell
11
-1
-8% -$4 ﹤0.01% 7029
2024
Q4 		$51 Hold
12
– – ﹤0.01% 7129
2024
Q3 		$69 Buy
12
+2
+20% +$12 ﹤0.01% 7060
2024
Q2 		$60 Sell
10
-2
-17% -$13 ﹤0.01% 6991
2024
Q1 		$73 Buy
12
+4
+50% +$24 ﹤0.01% 6965
2023
Q4 		$51 Buy
8
+2
+33% +$13 ﹤0.01% 7204
2023
Q3 		$39 Buy
+6
New +$40 ﹤0.01% 7037
2021
Q4 		– Sell
-1
Closed – – 6845
2021
Q3 		$0 Buy
+1
New +$17 ﹤0.01% 6679
2020
Q4 		– Sell
-3
Closed – – 5826
2020
Q3 		$0 Hold
3
– – ﹤0.01% 5666
2020
Q2 		$0 Buy
+3
New +$20 ﹤0.01% 5586
2016
Q3 		– Sell
-4,005
Closed -$44K – 4705
2016
Q2 		$44K Buy
4,005
+3,205
+401% +$38.8K ﹤0.01% 4081
2016
Q1 		$11K Buy
+800
New +$8.13K ﹤0.01% 4223

Other funds holding NAII

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

JP Morgan Chase's NAII Position: Q2 2025 in Review

JP Morgan Chase sold out of Natural Alternatives International (NAII) in Q2 2025, closing a stake of 11 shares — an estimated $38 sold.

JP Morgan Chase first reported a position in NAII in Q1 2016 and held it in 12 quarters. The position peaked at $44K in Q2 2016. 22 funds tracked by Wall St. Rank hold NAII as of Q2 2025.

  • JP Morgan Chase reported no remaining Natural Alternatives International position as of Q2 2025 after selling out during the quarter.
  • JP Morgan Chase sold 11 Natural Alternatives International shares in Q2 2025, an estimated $38.
  • JP Morgan Chase first reported a position in Natural Alternatives International in Q1 2016 and held it in 12 quarters.
  • JP Morgan Chase's Natural Alternatives International position peaked at $44K in Q2 2016.
  • 22 funds tracked by Wall St. Rank held Natural Alternatives International as of Q2 2025.

Based on JP Morgan Chase's 13F filing for Q2 2025, filed 12 Aug 2025.