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 Q2	$96K	Buy	13,757 +1,440	+12%	+$11.6K	﹤0.01%	6086
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 London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WTA

Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PGFC

Peapack-Gladstone Financial Corp Bedminster, New Jersey $8.7B AUM 29.75% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Verdad Advisers Boston, Massachusetts $104M AUM

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

JP Morgan Chase increased its North European Oil Royalty Trust (NRT) stake by 12% in Q2 2026, buying an estimated $11.6K and bringing the position to 13,757 shares worth $96K. The position accounts for ﹤0.01% of the portfolio, ranked #6086.

JP Morgan Chase first reported a position in NRT in Q3 2022 and has held it in 14 quarters since. The position peaked at $169K in Q2 2023. 28 funds tracked by Wall St. Rank hold NRT as of Q2 2026.

JP Morgan Chase held 13,757 shares of North European Oil Royalty Trust worth $96K as of Q2 2026.
JP Morgan Chase bought 1,440 North European Oil Royalty Trust shares in Q2 2026, an estimated $11.6K.
North European Oil Royalty Trust made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6086 holding.
JP Morgan Chase first reported a position in North European Oil Royalty Trust in Q3 2022 and has held it in 14 quarters since.
JP Morgan Chase's North European Oil Royalty Trust position peaked at $169K in Q2 2023.
28 funds tracked by Wall St. Rank held North European Oil Royalty Trust as of Q2 2026.

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