JP Morgan Chase
NRT

JP Morgan Chase’s North European Oil Royalty Trust NRT Stock Holding History

JP Morgan Chase’s Portfolio NRT Stock Details NRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$112K Hold
12,317
– – ﹤0.01% 5773
2025
Q4 		$81K Hold
12,317
– – ﹤0.01% 5997
2025
Q3 		$67.4K Hold
12,317
– – ﹤0.01% 6113
2025
Q2 		$61.7K Hold
12,317
– – ﹤0.01% 5835
2025
Q1 		$59.2K Sell
12,317
-711
-5% -$3.33K ﹤0.01% 5813
2024
Q4 		$52.6K Hold
13,028
– – ﹤0.01% 5997
2024
Q3 		$68.4K Hold
13,028
– – ﹤0.01% 5869
2024
Q2 		$83.5K Hold
13,028
– – ﹤0.01% 5618
2024
Q1 		$77.5K Hold
13,028
– – ﹤0.01% 5777
2023
Q4 		$76K Hold
13,028
– – ﹤0.01% 5852
2023
Q3 		$159K Hold
13,028
– – ﹤0.01% 5205
2023
Q2 		$169K Buy
+13,028
New +$175K ﹤0.01% 5173
2022
Q4 		– Sell
-1,500
Closed -$22K – 6847
2022
Q3 		$22K Buy
+1,500
New +$23K ﹤0.01% 5775

Other funds holding NRT

Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WTA
Washington Trust Advisors Wellesley, Massachusetts $1.24B AUM 22.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
VA
Verdad Advisers Boston, Massachusetts $88.8M AUM

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

JP Morgan Chase held its North European Oil Royalty Trust (NRT) position steady in Q1 2026 at 12,317 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #5773.

JP Morgan Chase first reported a position in NRT in Q3 2022 and has held it in 13 quarters since. The position peaked at $169K in Q2 2023. 31 funds tracked by Wall St. Rank hold NRT as of Q1 2026.

  • JP Morgan Chase held 12,317 shares of North European Oil Royalty Trust worth $112K as of Q1 2026.
  • JP Morgan Chase left its North European Oil Royalty Trust share count unchanged in Q1 2026.
  • North European Oil Royalty Trust made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5773 holding.
  • JP Morgan Chase first reported a position in North European Oil Royalty Trust in Q3 2022 and has held it in 13 quarters since.
  • JP Morgan Chase's North European Oil Royalty Trust position peaked at $169K in Q2 2023.
  • 31 funds tracked by Wall St. Rank held North European Oil Royalty Trust as of Q1 2026.

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