JP Morgan Chase
NUMV icon

JP Morgan Chase’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

JP Morgan Chase’s Portfolio NUMV Stock Details NUMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.21M Buy
50,806
+15,657
+45% +$654K ﹤0.01% 4107
2026
Q1 		$1.33M Sell
35,149
-3,218
-8% -$129K ﹤0.01% 4398
2025
Q4 		$1.5M Buy
38,367
+23,425
+157% +$910K ﹤0.01% 4322
2025
Q3 		$578K Sell
14,942
-885
-6% -$33.2K ﹤0.01% 4930
2025
Q2 		$571K Buy
15,827
+2,635
+20% +$90.1K ﹤0.01% 4710
2025
Q1 		$451K Buy
13,192
+400
+3% +$14K ﹤0.01% 4847
2024
Q4 		$445K Buy
12,792
+536
+4% +$19.6K ﹤0.01% 5099
2024
Q3 		$452K Buy
12,256
+1,168
+11% +$40.7K ﹤0.01% 4961
2024
Q2 		$366K Buy
11,088
+2,742
+33% +$91K ﹤0.01% 4849
2024
Q1 		$285K Hold
8,346
– – ﹤0.01% 5133
2023
Q4 		$263K Sell
8,346
-26,110
-76% -$755K ﹤0.01% 5206
2023
Q3 		$980K Sell
34,456
-279
-0.8% -$8.33K ﹤0.01% 4080
2023
Q2 		$1.03M Buy
34,735
+278
+0.8% +$7.92K ﹤0.01% 4048
2023
Q1 		$989K Buy
34,457
+1
+0% +$30 ﹤0.01% 4057
2022
Q4 		$1.02M Buy
34,456
+15,938
+86% +$491K ﹤0.01% 4017
2022
Q3 		$526K Buy
+18,518
New +$594K ﹤0.01% 4431
2021
Q4 		– Sell
-351
Closed -$13K – 6861
2021
Q3 		$13K Buy
+351
New +$12.9K ﹤0.01% 6125

Other funds holding NUMV

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

JP Morgan Chase increased its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 45% in Q2 2026, buying an estimated $654K and bringing the position to 50,806 shares worth $2.21M. The position accounts for ﹤0.01% of the portfolio, ranked #4107.

JP Morgan Chase first reported a position in NUMV in Q3 2021 and has held it in 17 quarters since. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

  • JP Morgan Chase held 50,806 shares of Nuveen ESG Mid-Cap Value ETF worth $2.21M as of Q2 2026.
  • JP Morgan Chase bought 15,657 Nuveen ESG Mid-Cap Value ETF shares in Q2 2026, an estimated $654K.
  • Nuveen ESG Mid-Cap Value ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4107 holding.
  • JP Morgan Chase first reported a position in Nuveen ESG Mid-Cap Value ETF in Q3 2021 and has held it in 17 quarters since.
  • 130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

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