JP Morgan Chase
NREF

JP Morgan Chase’s NexPoint Real Estate Finance NREF Stock Holding History

JP Morgan Chase’s Portfolio NREF Stock Details NREF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$39.1K Sell
2,922
-331
-10% -$4.74K ﹤0.01% 6295
2025
Q4 		$45.8K Sell
3,253
-284
-8% -$3.97K ﹤0.01% 6267
2025
Q3 		$50.2K Sell
3,537
-3,595
-50% -$51.8K ﹤0.01% 6235
2025
Q2 		$98.3K Sell
7,132
-179
-2% -$2.56K ﹤0.01% 5618
2025
Q1 		$112K Sell
7,311
-2,338
-24% -$36.6K ﹤0.01% 5514
2024
Q4 		$151K Buy
9,649
+3,099
+47% +$49.6K ﹤0.01% 5589
2024
Q3 		$102K Buy
6,550
+2,854
+77% +$42.9K ﹤0.01% 5690
2024
Q2 		$50.7K Sell
3,696
-14,083
-79% -$190K ﹤0.01% 5855
2024
Q1 		$255K Buy
17,779
+7,270
+69% +$106K ﹤0.01% 5218
2023
Q4 		$166K Buy
10,509
+5,259
+100% +$81.5K ﹤0.01% 5493
2023
Q3 		$85.9K Sell
5,250
-1,200
-19% -$19.9K ﹤0.01% 5579
2023
Q2 		$101K Buy
6,450
+275
+4% +$3.94K ﹤0.01% 5461
2023
Q1 		$96K Buy
6,175
+1,607
+35% +$28.2K ﹤0.01% 5446
2022
Q4 		$72K Buy
4,568
+212
+5% +$3.65K ﹤0.01% 5481
2022
Q3 		$65K Buy
4,356
+164
+4% +$3.37K ﹤0.01% 5456
2022
Q2 		$85K Sell
4,192
-5,606
-57% -$128K ﹤0.01% 5488
2022
Q1 		$221K Buy
9,798
+8,190
+509% +$171K ﹤0.01% 5138
2021
Q4 		$31K Buy
1,608
+1,546
+2,494% +$31.9K ﹤0.01% 6107
2021
Q3 		$1K Buy
62
+50
+417% +$1.03K ﹤0.01% 6395
2021
Q2 		$0 Sell
12
-2,188
-99% -$45K ﹤0.01% 6526
2021
Q1 		$41K Buy
+2,200
New +$39.3K ﹤0.01% 5579
2020
Q4 		– Sell
-3
Closed – – 5836
2020
Q3 		$0 Hold
3
– – ﹤0.01% 5673
2020
Q2 		$0 Buy
+3
New +$40 ﹤0.01% 5591

Other funds holding NREF

NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

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

JP Morgan Chase reduced its NexPoint Real Estate Finance (NREF) stake by 10% in Q1 2026, selling an estimated $4.74K and leaving 2,922 shares worth $39.1K. The position accounts for ﹤0.01% of the portfolio, ranked #6295.

JP Morgan Chase first reported a position in NREF in Q2 2020 and has held it in 23 quarters since. The position peaked at $255K in Q1 2024. 86 funds tracked by Wall St. Rank hold NREF as of Q1 2026.

  • JP Morgan Chase held 2,922 shares of NexPoint Real Estate Finance worth $39.1K as of Q1 2026.
  • JP Morgan Chase sold 331 NexPoint Real Estate Finance shares in Q1 2026, an estimated $4.74K.
  • NexPoint Real Estate Finance made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6295 holding.
  • JP Morgan Chase first reported a position in NexPoint Real Estate Finance in Q2 2020 and has held it in 23 quarters since.
  • JP Morgan Chase's NexPoint Real Estate Finance position peaked at $255K in Q1 2024.
  • 86 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q1 2026.

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