JP Morgan Chase
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JP Morgan Chase’s National Bank Holdings NBHC Stock Holding History

JP Morgan Chase’s Portfolio NBHC Stock Details NBHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.65M Sell
147,477
-101,711
-41% -$4.08M ﹤0.01% 3212
2025
Q4 		$9.47M Buy
249,188
+17,272
+7% +$651K ﹤0.01% 2736
2025
Q3 		$8.96M Buy
231,916
+88,876
+62% +$3.45M ﹤0.01% 2816
2025
Q2 		$5.38M Sell
143,040
-68,988
-33% -$2.51M ﹤0.01% 3089
2025
Q1 		$8.11M Sell
212,028
-119,518
-36% -$4.98M ﹤0.01% 2733
2024
Q4 		$14.3M Buy
331,546
+141,716
+75% +$6.42M ﹤0.01% 2365
2024
Q3 		$7.99M Sell
189,830
-22,241
-10% -$925K ﹤0.01% 2810
2024
Q2 		$8.28M Sell
212,071
-76,292
-26% -$2.7M ﹤0.01% 2620
2024
Q1 		$10.4M Sell
288,363
-5,119
-2% -$178K ﹤0.01% 2446
2023
Q4 		$10.9M Buy
293,482
+81,470
+38% +$2.69M ﹤0.01% 2379
2023
Q3 		$6.31M Sell
212,012
-6,847
-3% -$219K ﹤0.01% 2660
2023
Q2 		$6.36M Sell
218,859
-66,580
-23% -$2.08M ﹤0.01% 2678
2023
Q1 		$9.55M Sell
285,439
-15,561
-5% -$621K ﹤0.01% 2322
2022
Q4 		$12.7M Buy
301,000
+7,676
+3% +$331K ﹤0.01% 2048
2022
Q3 		$10.8M Buy
293,324
+68,208
+30% +$2.74M ﹤0.01% 2090
2022
Q2 		$8.61M Buy
225,116
+68,599
+44% +$2.67M ﹤0.01% 2290
2022
Q1 		$6.3M Buy
156,517
+67,805
+76% +$3.01M ﹤0.01% 2811
2021
Q4 		$3.9M Buy
88,712
+55,437
+167% +$2.41M ﹤0.01% 3268
2021
Q3 		$1.35M Sell
33,275
-42,138
-56% -$1.54M ﹤0.01% 4086
2021
Q2 		$2.85M Sell
75,413
-69,715
-48% -$2.76M ﹤0.01% 3530
2021
Q1 		$5.76M Buy
145,128
+50,506
+53% +$1.89M ﹤0.01% 2848
2020
Q4 		$3.1M Buy
94,622
+38,894
+70% +$1.23M ﹤0.01% 3173
2020
Q3 		$1.46M Sell
55,728
-22,504
-29% -$617K ﹤0.01% 3442
2020
Q2 		$2.11M Sell
78,232
-36,942
-32% -$941K ﹤0.01% 3071
2020
Q1 		$2.75M Buy
115,174
+88,334
+329% +$2.75M ﹤0.01% 2727
2019
Q4 		$945K Sell
26,840
-56,118
-68% -$1.98M ﹤0.01% 3910
2019
Q3 		$2.84M Buy
82,958
+56,695
+216% +$1.97M ﹤0.01% 3173
2019
Q2 		$940K Sell
26,263
-182
-0.7% -$6.58K ﹤0.01% 3911
2019
Q1 		$879K Sell
26,445
-2,266
-8% -$75.9K ﹤0.01% 3888
2018
Q4 		$887K Sell
28,711
-59
-0.2% -$2.04K ﹤0.01% 3818
2018
Q3 		$1.08M Sell
28,770
-33,207
-54% -$1.31M ﹤0.01% 3862
2018
Q2 		$2.39M Sell
61,977
-15,537
-20% -$573K ﹤0.01% 3287
2018
Q1 		$2.58M Sell
77,514
-10,445
-12% -$347K ﹤0.01% 3088
2017
Q4 		$2.85M Buy
87,959
+27,328
+45% +$910K ﹤0.01% 3099
2017
Q3 		$2.16M Sell
60,631
-14,730
-20% -$488K ﹤0.01% 3106
2017
Q2 		$2.5M Buy
75,361
+1,122
+2% +$35.7K ﹤0.01% 2911
2017
Q1 		$2.41M Buy
74,239
+22,680
+44% +$730K ﹤0.01% 2932
2016
Q4 		$1.65M Sell
51,559
-898,268
-95% -$24.1M ﹤0.01% 3193
2016
Q3 		$22.2M Sell
949,827
-97,683
-9% -$2.16M 0.01% 1308
2016
Q2 		$21.3M Buy
1,047,510
+389,671
+59% +$7.94M 0.01% 1353
2016
Q1 		$13.4M Sell
657,839
-453
-0.1% -$8.96K ﹤0.01% 1606
2015
Q4 		$14.1M Sell
658,292
-1,048,981
-61% -$22.7M ﹤0.01% 1580
2015
Q3 		$35M Sell
1,707,273
-11
-0% -$228 0.01% 953
2015
Q2 		$35.6M Sell
1,707,284
-3,708
-0.2% -$72.1K 0.01% 1051
2015
Q1 		$32.2M Buy
1,710,992
+37,832
+2% +$702K 0.01% 1131
2014
Q4 		$32.5M Sell
1,673,160
-232
-0% -$4.47K 0.01% 1180
2014
Q3 		$32M Sell
1,673,392
-20,786
-1% -$412K 0.01% 1159
2014
Q2 		$33.8M Sell
1,694,178
-1,383
-0.1% -$27.1K 0.01% 1053
2014
Q1 		$34M Buy
1,695,561
+111,760
+7% +$2.25M 0.01% 1017
2013
Q4 		$33.9M Buy
1,583,801
+359,148
+29% +$7.46M 0.01% 1011
2013
Q3 		$25.2M Buy
1,224,653
+121,213
+11% +$2.43M 0.01% 1167
2013
Q2 		$21.7M Buy
+1,103,440
New +$20.3M 0.01% 1204

Other funds holding NBHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase's NBHC Position: Q1 2026 in Review

JP Morgan Chase reduced its National Bank Holdings (NBHC) stake by 41% in Q1 2026, selling an estimated $4.08M and leaving 147,477 shares worth $5.65M. The position accounts for ﹤0.01% of the portfolio, ranked #3212.

JP Morgan Chase first reported a position in NBHC in Q2 2013 and has held it in 52 quarters since. The position peaked at $35.6M in Q2 2015. 216 funds tracked by Wall St. Rank hold NBHC as of Q1 2026.

  • JP Morgan Chase held 147,477 shares of National Bank Holdings worth $5.65M as of Q1 2026.
  • JP Morgan Chase sold 101,711 National Bank Holdings shares in Q1 2026, an estimated $4.08M.
  • National Bank Holdings made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3212 holding.
  • JP Morgan Chase first reported a position in National Bank Holdings in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's National Bank Holdings position peaked at $35.6M in Q2 2015.
  • 216 funds tracked by Wall St. Rank held National Bank Holdings as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.