JP Morgan Chase
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JP Morgan Chase’s Annaly Capital Management NLY Stock Holding History

JP Morgan Chase’s Portfolio NLY Stock Details NLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-46,300
Closed -$936K – 7655
2025
Q3 		$936K Hold
46,300
– – ﹤0.01% 4645
2025
Q2 		$871K Buy
+46,300
New +$880K ﹤0.01% 4463
2022
Q2 		– Sell
-37,500
Closed -$1.06M – 6742
2022
Q1 		$1.06M Buy
37,500
+29,050
+344% +$863K ﹤0.01% 4224
2021
Q4 		$264K Sell
8,450
-25
-0.3% -$840 ﹤0.01% 5196
2021
Q3 		$285K Buy
+8,475
New +$292K ﹤0.01% 5045
2021
Q2 		– Sell
-1,625
Closed -$56K – 6524
2021
Q1 		$56K Sell
1,625
-6,825
-81% -$231K ﹤0.01% 5510
2020
Q4 		$286K Buy
+8,450
New +$261K ﹤0.01% 4675
2020
Q1 		– Sell
-4,100
Closed -$154K – 5586
2019
Q4 		$154K Sell
4,100
-6,850
-63% -$250K ﹤0.01% 4769
2019
Q3 		$385K Buy
+10,950
New +$395K ﹤0.01% 4295
2019
Q2 		– Sell
-5,050
Closed -$202K – 5919
2019
Q1 		$202K Buy
+5,050
New +$206K ﹤0.01% 4625
2016
Q3 		– Sell
-13,625
Closed -$603K – 4709
2016
Q2 		$603K Buy
+13,625
New +$580K ﹤0.01% 3362
2015
Q1 		– Sell
-13,975
Closed -$604K – 4205
2014
Q4 		$604K Sell
13,975
-9,000
-39% -$407K ﹤0.01% 3594
2014
Q3 		$981K Buy
+22,975
New +$1.05M ﹤0.01% 3343
2014
Q1 		– Sell
-59,250
Closed -$2.36M – 3817
2013
Q4 		$2.36M Buy
59,250
+40,675
+219% +$1.77M ﹤0.01% 2647
2013
Q3 		$860K Sell
18,575
-8,950
-33% -$421K ﹤0.01% 3355
2013
Q2 		$1.38M Buy
+27,525
New +$1.61M ﹤0.01% 3056

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JP Morgan Chase increased its Annaly Capital Management (NLY) stake by 32% in Q1 2026, buying an estimated $30.3M and bringing the position to 5,431,243 shares worth $115M. The position accounts for 0.01% of the portfolio, ranked #915.

JP Morgan Chase first reported a position in NLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $182M in Q3 2013. 770 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • JP Morgan Chase held 5,431,243 shares of Annaly Capital Management worth $115M as of Q1 2026.
  • JP Morgan Chase bought 1,329,616 Annaly Capital Management shares in Q1 2026, an estimated $30.3M.
  • Annaly Capital Management made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #915 holding.
  • JP Morgan Chase first reported a position in Annaly Capital Management in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Annaly Capital Management position peaked at $182M in Q3 2013.
  • 770 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

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