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
Q2 		$49.4K Buy
3,169
+247
+8% +$3.67K ﹤0.01% 6424
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 $1.5B AUM 83.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
CFG
Copley Financial Group San Diego, California $165M AUM 27.22% 1-Year Est. Return

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

JP Morgan Chase increased its NexPoint Real Estate Finance (NREF) stake by 8.5% in Q2 2026, buying an estimated $3.67K and bringing the position to 3,169 shares worth $49.4K. The position accounts for ﹤0.01% of the portfolio, ranked #6424.

JP Morgan Chase first reported a position in NREF in Q2 2020 and has held it in 24 quarters since. The position peaked at $255K in Q1 2024. 77 funds tracked by Wall St. Rank hold NREF as of Q2 2026.

  • JP Morgan Chase held 3,169 shares of NexPoint Real Estate Finance worth $49.4K as of Q2 2026.
  • JP Morgan Chase bought 247 NexPoint Real Estate Finance shares in Q2 2026, an estimated $3.67K.
  • NexPoint Real Estate Finance made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6424 holding.
  • JP Morgan Chase first reported a position in NexPoint Real Estate Finance in Q2 2020 and has held it in 24 quarters since.
  • JP Morgan Chase's NexPoint Real Estate Finance position peaked at $255K in Q1 2024.
  • 77 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q2 2026.

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