JP Morgan Chase
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JP Morgan Chase’s NerdWallet NRDS Stock Holding History

JP Morgan Chase’s Portfolio NRDS Stock Details NRDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$841K Sell
89,538
-2,926
-3% -$27.4K ﹤0.01% 4794
2026
Q1 		$934K Buy
92,464
+35,313
+62% +$398K ﹤0.01% 4652
2025
Q4 		$774K Sell
57,151
-40,872
-42% -$535K ﹤0.01% 4766
2025
Q3 		$1.05M Buy
98,023
+78,447
+401% +$836K ﹤0.01% 4547
2025
Q2 		$215K Buy
19,576
+2,161
+12% +$21.7K ﹤0.01% 5196
2025
Q1 		$158K Sell
17,415
-223,605
-93% -$2.68M ﹤0.01% 5351
2024
Q4 		$3.21M Buy
241,020
+204,326
+557% +$2.73M ﹤0.01% 3773
2024
Q3 		$466K Sell
36,694
-44,605
-55% -$590K ﹤0.01% 4941
2024
Q2 		$1.19M Sell
81,299
-26,379
-24% -$362K ﹤0.01% 4158
2024
Q1 		$1.58M Buy
107,678
+84,475
+364% +$1.31M ﹤0.01% 4030
2023
Q4 		$342K Sell
23,203
-472
-2% -$5.2K ﹤0.01% 5028
2023
Q3 		$210K Sell
23,675
-125,685
-84% -$1.17M ﹤0.01% 5044
2023
Q2 		$1.41M Buy
149,360
+54,929
+58% +$620K ﹤0.01% 3804
2023
Q1 		$1.53M Buy
94,431
+79,208
+520% +$1.19M ﹤0.01% 3732
2022
Q4 		$146K Buy
15,223
+1,224
+9% +$13.7K ﹤0.01% 5190
2022
Q3 		$124K Buy
13,999
+302
+2% +$2.96K ﹤0.01% 5191
2022
Q2 		$109K Buy
13,697
+8,870
+184% +$90.1K ﹤0.01% 5363
2022
Q1 		$58K Buy
+4,827
New +$61.9K ﹤0.01% 5736

Other funds holding NRDS

TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

JP Morgan Chase reduced its NerdWallet (NRDS) stake by 3.2% in Q2 2026, selling an estimated $27.4K and leaving 89,538 shares worth $841K. The position accounts for ﹤0.01% of the portfolio, ranked #4794.

JP Morgan Chase first reported a position in NRDS in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.21M in Q4 2024. 148 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

  • JP Morgan Chase held 89,538 shares of NerdWallet worth $841K as of Q2 2026.
  • JP Morgan Chase sold 2,926 NerdWallet shares in Q2 2026, an estimated $27.4K.
  • NerdWallet made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4794 holding.
  • JP Morgan Chase first reported a position in NerdWallet in Q1 2022 and has held it in 18 quarters since.
  • JP Morgan Chase's NerdWallet position peaked at $3.21M in Q4 2024.
  • 148 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

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