JP Morgan Chase
NVEE

JP Morgan Chase’s NV5 Global NVEE Stock Holding History

JP Morgan Chase’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-148,295
Closed -$3.42M – 7630
2025
Q2 		$3.42M Sell
148,295
-86,403
-37% -$1.73M ﹤0.01% 3492
2025
Q1 		$4.52M Sell
234,698
-33,679
-13% -$617K ﹤0.01% 3242
2024
Q4 		$5.06M Buy
268,377
+16,601
+7% +$364K ﹤0.01% 3332
2024
Q3 		$5.88M Buy
251,776
+9,932
+4% +$236K ﹤0.01% 3104
2024
Q2 		$5.62M Buy
241,844
+136,096
+129% +$3.18M ﹤0.01% 2951
2024
Q1 		$2.59M Buy
105,748
+30,004
+40% +$779K ﹤0.01% 3631
2023
Q4 		$2.1M Buy
75,744
+8,332
+12% +$212K ﹤0.01% 3808
2023
Q3 		$1.62M Sell
67,412
-7,596
-10% -$196K ﹤0.01% 3710
2023
Q2 		$2.08M Buy
75,008
+8,040
+12% +$197K ﹤0.01% 3513
2023
Q1 		$1.74M Buy
66,968
+12,660
+23% +$380K ﹤0.01% 3635
2022
Q4 		$1.8M Buy
54,308
+5,724
+12% +$199K ﹤0.01% 3641
2022
Q3 		$1.5M Buy
48,584
+1,148
+2% +$37.5K ﹤0.01% 3696
2022
Q2 		$1.39M Buy
47,436
+9,060
+24% +$272K ﹤0.01% 3844
2022
Q1 		$1.28M Buy
38,376
+564
+1% +$16.6K ﹤0.01% 4095
2021
Q4 		$1.31M Sell
37,812
-99,692
-73% -$2.87M ﹤0.01% 4191
2021
Q3 		$3.39M Sell
137,504
-11,264
-8% -$277K ﹤0.01% 3354
2021
Q2 		$3.51M Sell
148,768
-95,672
-39% -$2.17M ﹤0.01% 3348
2021
Q1 		$5.9M Buy
244,440
+121,244
+98% +$2.89M ﹤0.01% 2826
2020
Q4 		$2.43M Buy
123,196
+94,980
+337% +$1.6M ﹤0.01% 3346
2020
Q3 		$377K Buy
28,216
+13,880
+97% +$185K ﹤0.01% 4108
2020
Q2 		$183K Buy
14,336
+696
+5% +$7.83K ﹤0.01% 4306
2020
Q1 		$140K Buy
13,640
+188
+1% +$2.51K ﹤0.01% 4412
2019
Q4 		$170K Sell
13,452
-128
-0.9% -$1.86K ﹤0.01% 4735
2019
Q3 		$232K Sell
13,580
-19,480
-59% -$354K ﹤0.01% 4566
2019
Q2 		$662K Buy
33,060
+22,240
+206% +$397K ﹤0.01% 4088
2019
Q1 		$161K Sell
10,820
-108,192
-91% -$1.86M ﹤0.01% 4719
2018
Q4 		$1.8M Buy
119,012
+110,324
+1,270% +$2.05M ﹤0.01% 3353
2018
Q3 		$188K Sell
8,688
-5,520
-39% -$114K ﹤0.01% 4710
2018
Q2 		$246K Sell
14,208
-37,828
-73% -$589K ﹤0.01% 4485
2018
Q1 		$726K Buy
52,036
+42,972
+474% +$530K ﹤0.01% 3843
2017
Q4 		$122K Buy
9,064
+3,896
+75% +$52.9K ﹤0.01% 4586
2017
Q3 		$70K Buy
+5,168
New +$58.5K ﹤0.01% 4394
2017
Q2 		– Sell
-12,188
Closed -$115K – 5134
2017
Q1 		$115K Sell
12,188
-43,928
-78% -$414K ﹤0.01% 4268
2016
Q4 		$468K Buy
+56,116
New +$460K ﹤0.01% 3808

Other funds holding NVEE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

JP Morgan Chase's NVEE Position: Q3 2025 in Review

JP Morgan Chase sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 148,295 shares — an estimated $3.42M sold.

JP Morgan Chase first reported a position in NVEE in Q4 2016 and held it in 34 quarters. The position peaked at $5.9M in Q1 2021. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • JP Morgan Chase reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • JP Morgan Chase sold 148,295 NV5 Global shares in Q3 2025, an estimated $3.42M.
  • JP Morgan Chase first reported a position in NV5 Global in Q4 2016 and held it in 34 quarters.
  • JP Morgan Chase's NV5 Global position peaked at $5.9M in Q1 2021.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on JP Morgan Chase's 13F filing for Q3 2025, filed 7 Nov 2025.