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
Q3 		$1.56M Sell
36,750
-14,056
-28% -$624K ﹤0.01% 4452
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Abacus Wealth Partners
Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase's NUMV Position: Q3 2026 in Review

JP Morgan Chase reduced its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 28% in Q3 2026, selling an estimated $624K and leaving 36,750 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #4452.

JP Morgan Chase first reported a position in NUMV in Q3 2021 and has held it in 18 quarters since. The position peaked at $2.21M in Q2 2026. 112 funds tracked by Wall St. Rank hold NUMV as of Q3 2026.

  • JP Morgan Chase held 36,750 shares of Nuveen ESG Mid-Cap Value ETF worth $1.56M as of Q3 2026.
  • JP Morgan Chase sold 14,056 Nuveen ESG Mid-Cap Value ETF shares in Q3 2026, an estimated $624K.
  • Nuveen ESG Mid-Cap Value ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q3 2026, its #4452 holding.
  • JP Morgan Chase first reported a position in Nuveen ESG Mid-Cap Value ETF in Q3 2021 and has held it in 18 quarters since.
  • JP Morgan Chase's Nuveen ESG Mid-Cap Value ETF position peaked at $2.21M in Q2 2026.
  • 112 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q3 2026.

Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.