JP Morgan Chase
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JP Morgan Chase’s NACCO Industries NC Stock Holding History

JP Morgan Chase’s Portfolio NC Stock Details NC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$83.9K Sell
1,619
-3,896
-71% -$201K ﹤0.01% 5926
2025
Q4 		$270K Sell
5,515
-1,048
-16% -$48.2K ﹤0.01% 5369
2025
Q3 		$277K Buy
6,563
+718
+12% +$28.5K ﹤0.01% 5340
2025
Q2 		$259K Sell
5,845
-3,619
-38% -$131K ﹤0.01% 5111
2025
Q1 		$319K Sell
9,464
-6,861
-42% -$221K ﹤0.01% 5037
2024
Q4 		$487K Buy
16,325
+8,062
+98% +$239K ﹤0.01% 5056
2024
Q3 		$234K Buy
8,263
+3,615
+78% +$102K ﹤0.01% 5334
2024
Q2 		$129K Sell
4,648
-5,360
-54% -$163K ﹤0.01% 5388
2024
Q1 		$302K Buy
10,008
+3,235
+48% +$110K ﹤0.01% 5101
2023
Q4 		$247K Buy
6,773
+3,643
+116% +$128K ﹤0.01% 5266
2023
Q3 		$110K Sell
3,130
-1,328
-30% -$45.2K ﹤0.01% 5413
2023
Q2 		$155K Buy
4,458
+1,353
+44% +$46.2K ﹤0.01% 5235
2023
Q1 		$112K Buy
3,105
+811
+35% +$30.4K ﹤0.01% 5372
2022
Q4 		$87K Buy
2,294
+68
+3% +$3.2K ﹤0.01% 5411
2022
Q3 		$105K Buy
2,226
+45
+2% +$1.96K ﹤0.01% 5264
2022
Q2 		$83K Buy
2,181
+1,176
+117% +$56.1K ﹤0.01% 5493
2022
Q1 		$40K Buy
1,005
+255
+34% +$8.39K ﹤0.01% 5876
2021
Q4 		$28K Buy
750
+124
+20% +$4.01K ﹤0.01% 6129
2021
Q3 		$18K Sell
626
-459
-42% -$12K ﹤0.01% 6073
2021
Q2 		$28K Sell
1,085
-11,398
-91% -$283K ﹤0.01% 5873
2021
Q1 		$311K Buy
12,483
+483
+4% +$11.8K ﹤0.01% 4950
2020
Q4 		$316K Buy
12,000
+5,362
+81% +$127K ﹤0.01% 4621
2020
Q3 		$124K Buy
6,638
+3,444
+108% +$74.6K ﹤0.01% 4598
2020
Q2 		$74K Sell
3,194
-3,938
-55% -$106K ﹤0.01% 4679
2020
Q1 		$199K Buy
7,132
+818
+13% +$33.7K ﹤0.01% 4267
2019
Q4 		$296K Sell
6,314
-1,858
-23% -$98.6K ﹤0.01% 4521
2019
Q3 		$522K Sell
8,172
-5,930
-42% -$310K ﹤0.01% 4155
2019
Q2 		$699K Sell
14,102
-115,129
-89% -$5.38M ﹤0.01% 4057
2019
Q1 		$4.94M Sell
129,231
-18,545
-13% -$677K ﹤0.01% 2594
2018
Q4 		$5.01M Sell
147,776
-18,294
-11% -$604K ﹤0.01% 2572
2018
Q3 		$5.44M Sell
166,070
-1,255
-0.8% -$42.6K ﹤0.01% 2680
2018
Q2 		$5.65M Buy
167,325
+2,492
+2% +$90.2K ﹤0.01% 2592
2018
Q1 		$5.42M Sell
164,833
-9,853
-6% -$397K ﹤0.01% 2514
2017
Q4 		$6.58M Sell
174,686
-626,480
-78% -$25.2M ﹤0.01% 2453
2017
Q3 		$16.3M Sell
801,166
-103,678
-11% -$1.71M ﹤0.01% 1658
2017
Q2 		$14.6M Buy
904,844
+21,688
+2% +$362K ﹤0.01% 1679
2017
Q1 		$14.1M Buy
883,156
+125,690
+17% +$2.1M ﹤0.01% 1707
2016
Q4 		$15.7M Buy
757,466
+25,049
+3% +$477K ﹤0.01% 1615
2016
Q3 		$11.4M Buy
732,417
+24,109
+3% +$346K ﹤0.01% 1713
2016
Q2 		$9.06M Buy
708,308
+547
+0.1% +$7.05K ﹤0.01% 1904
2016
Q1 		$9.28M Buy
707,761
+22,870
+3% +$254K ﹤0.01% 1817
2015
Q4 		$6.6M Buy
684,891
+126,933
+23% +$1.29M ﹤0.01% 2054
2015
Q3 		$6.06M Buy
557,958
+33,453
+6% +$412K ﹤0.01% 2101
2015
Q2 		$7.28M Buy
524,505
+437,403
+502% +$5.59M ﹤0.01% 2149
2015
Q1 		$1.05M Buy
87,102
+1,750
+2% +$22.4K ﹤0.01% 3215
2014
Q4 		$1.16M Sell
85,352
-105,586
-55% -$1.36M ﹤0.01% 3272
2014
Q3 		$2.17M Sell
190,938
-167,044
-47% -$1.98M ﹤0.01% 2876
2014
Q2 		$4.14M Sell
357,982
-50,221
-12% -$607K ﹤0.01% 2164
2014
Q1 		$5.05M Buy
408,203
+19,932
+5% +$262K ﹤0.01% 2079
2013
Q4 		$5.52M Sell
388,271
-113,167
-23% -$1.53M ﹤0.01% 2110
2013
Q3 		$6.35M Buy
501,438
+77,403
+18% +$1.03M ﹤0.01% 2046
2013
Q2 		$5.55M Buy
+424,035
New +$5.24M ﹤0.01% 2068

Other funds holding NC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

JP Morgan Chase reduced its NACCO Industries (NC) stake by 71% in Q1 2026, selling an estimated $201K and leaving 1,619 shares worth $83.9K. The position accounts for ﹤0.01% of the portfolio, ranked #5926.

JP Morgan Chase first reported a position in NC in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.3M in Q3 2017. 94 funds tracked by Wall St. Rank hold NC as of Q1 2026.

  • JP Morgan Chase held 1,619 shares of NACCO Industries worth $83.9K as of Q1 2026.
  • JP Morgan Chase sold 3,896 NACCO Industries shares in Q1 2026, an estimated $201K.
  • NACCO Industries made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5926 holding.
  • JP Morgan Chase first reported a position in NACCO Industries in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's NACCO Industries position peaked at $16.3M in Q3 2017.
  • 94 funds tracked by Wall St. Rank held NACCO Industries as of Q1 2026.

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