JP Morgan Chase
NMAI icon

JP Morgan Chase’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

JP Morgan Chase’s Portfolio NMAI Stock Details NMAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$743K Buy
53,041
+1,164
+2% +$16K ﹤0.01% 4868
2026
Q1 		$626K Buy
51,877
+2,655
+5% +$35.1K ﹤0.01% 4859
2025
Q4 		$642K Buy
49,222
+4,152
+9% +$54.1K ﹤0.01% 4876
2025
Q3 		$585K Sell
45,070
-1,154
-2% -$14.6K ﹤0.01% 4926
2025
Q2 		$584K Buy
46,224
+44,874
+3,324% +$542K ﹤0.01% 4693
2025
Q1 		$16.2K Hold
1,350
– – ﹤0.01% 6204
2024
Q4 		$16.3K Sell
1,350
-307
-19% -$3.88K ﹤0.01% 6292
2024
Q3 		$21.9K Buy
1,657
+1,654
+55,133% +$21.6K ﹤0.01% 6221
2024
Q2 		$37 Sell
3
-3,894
-100% -$47.2K ﹤0.01% 7076
2024
Q1 		$48.5K Sell
3,897
-10,785
-73% -$131K ﹤0.01% 5959
2023
Q4 		$181K Buy
14,682
+7,837
+114% +$89.7K ﹤0.01% 5440
2023
Q3 		$76.1K Sell
6,845
-1,222
-15% -$14.3K ﹤0.01% 5639
2023
Q2 		$94.1K Buy
8,067
+5,981
+287% +$69.3K ﹤0.01% 5492
2023
Q1 		$24K Sell
2,086
-5,331
-72% -$64.3K ﹤0.01% 5940
2022
Q4 		$85K Sell
7,417
-22,615
-75% -$263K ﹤0.01% 5420
2022
Q3 		$342K Sell
30,032
-7,690
-20% -$103K ﹤0.01% 4677
2022
Q2 		$498K Sell
37,722
-9,898
-21% -$144K ﹤0.01% 4550
2022
Q1 		$771K Sell
47,620
-69,732
-59% -$1.18M ﹤0.01% 4436
2021
Q4 		$2.19M Buy
+117,352
New +$2.13M ﹤0.01% 3790

Other funds holding NMAI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
NWA
Navis Wealth Advisors Rye Brook, New York $264M AUM 35.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

JP Morgan Chase's NMAI Position: Q2 2026 in Review

JP Morgan Chase increased its Nuveen Multi-Asset Income Fund (NMAI) stake by 2.2% in Q2 2026, buying an estimated $16K and bringing the position to 53,041 shares worth $743K. The position accounts for ﹤0.01% of the portfolio, ranked #4868.

JP Morgan Chase first reported a position in NMAI in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.19M in Q4 2021. 76 funds tracked by Wall St. Rank hold NMAI as of Q2 2026.

  • JP Morgan Chase held 53,041 shares of Nuveen Multi-Asset Income Fund worth $743K as of Q2 2026.
  • JP Morgan Chase bought 1,164 Nuveen Multi-Asset Income Fund shares in Q2 2026, an estimated $16K.
  • Nuveen Multi-Asset Income Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4868 holding.
  • JP Morgan Chase first reported a position in Nuveen Multi-Asset Income Fund in Q4 2021 and has held it in 19 quarters since.
  • JP Morgan Chase's Nuveen Multi-Asset Income Fund position peaked at $2.19M in Q4 2021.
  • 76 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.