JP Morgan Chase’s Nu Holdings NU Stock Holding History

JP Morgan Chase’s Portfolio NU Stock Details NU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.4M	Sell	400,000 -1,330,000	-77%	-$21.6M	﹤0.01%	3248
2025 Q4	$29M	Buy	1,730,000 +1,312,000	+314%	+$21.1M	﹤0.01%	1740
2025 Q3	$6.69M	Sell	418,000 -2,355,100	-85%	-$32.9M	﹤0.01%	3106
2025 Q2	$38M	Sell	2,773,100 -3,296,900	-54%	-$39.5M	﹤0.01%	1498
2025 Q1	$62.2M	Buy	6,070,000 +1,540,000	+34%	+$18.2M	﹤0.01%	1192
2024 Q4	$46.9M	Buy	4,530,000 +1,447,700	+47%	+$19.3M	﹤0.01%	1367
2024 Q3	$42.1M	Buy	3,082,300 +1,082,300	+54%	+$14.6M	﹤0.01%	1432
2024 Q2	$25.8M	Buy	2,000,000 +455,000	+29%	+$5.3M	﹤0.01%	1673
2024 Q1	$18.4M	Sell	1,545,000 -1,269,800	-45%	-$13M	﹤0.01%	1954
2023 Q4	$23.4M	Buy	+2,814,800	New	+$22.7M	﹤0.01%	1715
2023 Q3	–	Sell	-2,000,000	Closed	-$15.8M	–	7643
2023 Q2	$15.8M	Buy	+2,000,000	New	+$12.3M	﹤0.01%	1882

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

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

JP Morgan Chase increased its Nu Holdings (NU) stake by 13% in Q1 2026, buying an estimated $172M and bringing the position to 91,396,721 shares worth $1.23B. The position accounts for 0.08% of the portfolio, ranked #228.

JP Morgan Chase first reported a position in NU in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.73B in Q3 2024. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

JP Morgan Chase held 91,396,721 shares of Nu Holdings worth $1.23B as of Q1 2026.
JP Morgan Chase bought 10,635,606 Nu Holdings shares in Q1 2026, an estimated $172M.
Nu Holdings made up 0.08% of JP Morgan Chase's portfolio in Q1 2026, its #228 holding.
JP Morgan Chase first reported a position in Nu Holdings in Q4 2021 and has held it in 18 quarters since.
JP Morgan Chase's Nu Holdings position peaked at $1.73B in Q3 2024.
899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

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