JP Morgan Chase
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JP Morgan Chase’s Natural Health Trends NHTC Stock Holding History

JP Morgan Chase’s Portfolio NHTC Stock Details NHTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,451
Closed -$5K – 7057
2022
Q4 		$5K Sell
1,451
-4,176
-74% -$15.9K ﹤0.01% 6164
2022
Q3 		$21K Sell
5,627
-843
-13% -$4.25K ﹤0.01% 5791
2022
Q2 		$35K Sell
6,470
-1,448
-18% -$9.61K ﹤0.01% 5761
2022
Q1 		$56K Hold
7,918
– – ﹤0.01% 5758
2021
Q4 		$54K Buy
7,918
+1,257
+19% +$9K ﹤0.01% 5911
2021
Q3 		$48K Sell
6,661
-381
-5% -$2.66K ﹤0.01% 5853
2021
Q2 		$49K Buy
7,042
+610
+9% +$4.41K ﹤0.01% 5739
2021
Q1 		$43K Sell
6,432
-91
-1% -$582 ﹤0.01% 5569
2020
Q4 		$32K Sell
6,523
-4
-0.1% -$22 ﹤0.01% 5239
2020
Q3 		$37K Sell
6,527
-1,675
-20% -$9.59K ﹤0.01% 5022
2020
Q2 		$47K Sell
8,202
-14,482
-64% -$74.9K ﹤0.01% 4844
2020
Q1 		$75K Sell
22,684
-56,192
-71% -$228K ﹤0.01% 4605
2019
Q4 		$424K Buy
78,876
+2,354
+3% +$15.1K ﹤0.01% 4316
2019
Q3 		$542K Buy
76,522
+24,233
+46% +$178K ﹤0.01% 4138
2019
Q2 		$407K Buy
52,289
+50,492
+2,810% +$528K ﹤0.01% 4331
2019
Q1 		$23K Sell
1,797
-8,554
-83% -$128K ﹤0.01% 5373
2018
Q4 		$192K Sell
10,351
-3,223
-24% -$70.9K ﹤0.01% 4613
2018
Q3 		$316K Buy
13,574
+12,078
+807% +$296K ﹤0.01% 4505
2018
Q2 		$37K Sell
1,496
-2,937
-66% -$61.4K ﹤0.01% 5174
2018
Q1 		$84K Sell
4,433
-20,665
-82% -$350K ﹤0.01% 4649
2017
Q4 		$381K Buy
+25,098
New +$473K ﹤0.01% 4185
2017
Q2 		– Sell
-6,060
Closed -$175K – 5124
2017
Q1 		$175K Sell
6,060
-4,381
-42% -$118K ﹤0.01% 4121
2016
Q4 		$259K Buy
+10,441
New +$263K ﹤0.01% 4060

Other funds holding NHTC

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
DP
Denver PWM Denver, Colorado $291M AUM 12.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase's NHTC Position: Q1 2023 in Review

JP Morgan Chase sold out of Natural Health Trends (NHTC) in Q1 2023, closing a stake of 1,451 shares — an estimated $5K sold.

JP Morgan Chase first reported a position in NHTC in Q4 2016 and held it in 23 quarters. The position peaked at $542K in Q3 2019. 19 funds tracked by Wall St. Rank hold NHTC as of Q1 2023.

  • JP Morgan Chase reported no remaining Natural Health Trends position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Chase sold 1,451 Natural Health Trends shares in Q1 2023, an estimated $5K.
  • JP Morgan Chase first reported a position in Natural Health Trends in Q4 2016 and held it in 23 quarters.
  • JP Morgan Chase's Natural Health Trends position peaked at $542K in Q3 2019.
  • 19 funds tracked by Wall St. Rank held Natural Health Trends as of Q1 2023.

Based on JP Morgan Chase's 13F filing for Q1 2023, filed 11 May 2023.