JP Morgan Chase’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $271M | Buy |
1,804,676
+1,212,024
| +205% | +$186M | 0.02% | 579 |
|
|
2025
Q4 | $81.7M | Buy |
592,652
+55,109
| +10% | +$7.22M | 0.01% | 1042 |
|
|
2025
Q3 | $68.9M | Buy |
537,543
+82,226
| +18% | +$10M | ﹤0.01% | 1203 |
|
|
2025
Q2 | $55.1M | Sell |
455,317
-88,021
| -16% | -$9.92M | ﹤0.01% | 1277 |
|
|
2025
Q1 | $60.6M | Buy |
543,338
+120,196
| +28% | +$12.8M | ﹤0.01% | 1206 |
|
|
2024
Q4 | $41.2M | Buy |
423,142
+111,066
| +36% | +$11.8M | ﹤0.01% | 1448 |
|
|
2024
Q3 | $35.9M | Sell |
312,076
-5,738
| -2% | -$651K | ﹤0.01% | 1553 |
|
|
2024
Q2 | $33.8M | Sell |
317,814
-87,017
| -21% | -$8.73M | ﹤0.01% | 1473 |
|
|
2024
Q1 | $39.2M | Buy |
404,831
+54,370
| +16% | +$5.57M | ﹤0.01% | 1426 |
|
|
2023
Q4 | $35.4M | Sell |
350,461
-9,438
| -3% | -$911K | ﹤0.01% | 1425 |
|
|
2023
Q3 | $36.7M | Sell |
359,899
-27,138
| -7% | -$2.75M | ﹤0.01% | 1269 |
|
|
2023
Q2 | $39.1M | Sell |
387,037
-24,038
| -6% | -$2.4M | ﹤0.01% | 1231 |
|
|
2023
Q1 | $37.8M | Sell |
411,075
-24,656
| -6% | -$2.15M | ﹤0.01% | 1235 |
|
|
2022
Q4 | $39.5M | Sell |
435,731
-111,014
| -20% | -$9.35M | 0.01% | 1235 |
|
|
2022
Q3 | $41.6M | Sell |
546,745
-116,250
| -18% | -$9.64M | 0.01% | 1139 |
|
|
2022
Q2 | $56M | Buy |
662,995
+444,401
| +203% | +$39M | 0.01% | 987 |
|
|
2022
Q1 | $19.2M | Sell |
218,594
-49,776
| -19% | -$4.31M | ﹤0.01% | 1794 |
|
|
2021
Q4 | $23.5M | Sell |
268,370
-38,165
| -12% | -$3.17M | ﹤0.01% | 1691 |
|
|
2021
Q3 | $25.1M | Buy |
306,535
+4,378
| +1% | +$394K | ﹤0.01% | 1586 |
|
|
2021
Q2 | $27.6M | Buy |
302,157
+16,007
| +6% | +$1.43M | ﹤0.01% | 1577 |
|
|
2021
Q1 | $24.5M | Sell |
286,150
-96,641
| -25% | -$8.67M | ﹤0.01% | 1580 |
|
|
2020
Q4 | $36.1M | Buy |
382,791
+24,827
| +7% | +$2.17M | 0.01% | 1242 |
|
|
2020
Q3 | $31.2M | Buy |
357,964
+11,551
| +3% | +$1M | 0.01% | 1216 |
|
|
2020
Q2 | $30.3M | Sell |
346,413
-83,295
| -19% | -$7.19M | 0.01% | 1121 |
|
|
2020
Q1 | $35.4M | Buy |
429,708
+17,098
| +4% | +$1.53M | 0.01% | 948 |
|
|
2019
Q4 | $39.1M | Sell |
412,610
-221,899
| -35% | -$19.9M | 0.01% | 1101 |
|
|
2019
Q3 | $55.1M | Buy |
634,509
+213,328
| +51% | +$19.2M | 0.01% | 900 |
|
|
2019
Q2 | $38.3M | Sell |
421,181
-109,595
| -21% | -$9.28M | 0.01% | 1123 |
|
|
2019
Q1 | $45.7M | Sell |
530,776
-584,040
| -52% | -$46.9M | 0.01% | 1008 |
|
|
2018
Q4 | $85.7M | Buy |
1,114,816
+489,263
| +78% | +$38.1M | 0.02% | 677 |
|
|
2018
Q3 | $48.3M | Sell |
625,553
-157,012
| -20% | -$11.6M | 0.01% | 1036 |
|
|
2018
Q2 | $53M | Buy |
782,565
+5,224
| +0.7% | +$360K | 0.01% | 939 |
|
|
2018
Q1 | $56.3M | Buy |
777,341
+43,007
| +6% | +$3.27M | 0.01% | 875 |
|
|
2017
Q4 | $55.2M | Buy |
734,334
+16,737
| +2% | +$1.26M | 0.01% | 925 |
|
|
2017
Q3 | $54.5M | Buy |
717,597
+34,406
| +5% | +$2.6M | 0.01% | 882 |
|
|
2017
Q2 | $51.1M | Buy |
683,191
+87,384
| +15% | +$6.19M | 0.01% | 900 |
|
|
2017
Q1 | $39.6M | Sell |
595,807
-269,413
| -31% | -$18M | 0.01% | 1054 |
|
|
2016
Q4 | $56.5M | Buy |
865,220
+346,653
| +67% | +$22.5M | 0.01% | 834 |
|
|
2016
Q3 | $36.7M | Sell |
518,567
-996,024
| -66% | -$72.6M | 0.01% | 981 |
|
|
2016
Q2 | $112M | Sell |
1,514,591
-143,846
| -9% | -$9.94M | 0.03% | 529 |
|
|
2016
Q1 | $108M | Buy |
1,658,437
+143,110
| +9% | +$9.74M | 0.03% | 526 |
|
|
2015
Q4 | $117M | Sell |
1,515,327
-300,811
| -17% | -$23.9M | 0.03% | 515 |
|
|
2015
Q3 | $150M | Sell |
1,816,138
-9,601
| -0.5% | -$854K | 0.04% | 435 |
|
|
2015
Q2 | $161M | Sell |
1,825,739
-24,325
| -1% | -$2.23M | 0.04% | 454 |
|
|
2015
Q1 | $163M | Sell |
1,850,064
-2,030
| -0.1% | -$180K | 0.04% | 482 |
|
|
2014
Q4 | $154M | Sell |
1,852,094
-353,384
| -16% | -$29.3M | 0.04% | 500 |
|
|
2014
Q3 | $186M | Buy |
2,205,478
+105,074
| +5% | +$8.5M | 0.04% | 423 |
|
|
2014
Q2 | $170M | Buy |
2,100,404
+19,755
| +0.9% | +$1.55M | 0.04% | 425 |
|
|
2014
Q1 | $159M | Buy |
2,080,649
+197,729
| +11% | +$14.4M | 0.04% | 424 |
|
|
2013
Q4 | $136M | Sell |
1,882,920
-379,134
| -17% | -$26.4M | 0.04% | 443 |
|
|
2013
Q3 | $155M | Buy |
2,262,054
+680,923
| +43% | +$45.1M | 0.05% | 401 |
|
|
2013
Q2 | $100M | Buy |
+1,581,131
| New | +$103M | 0.03% | 507 |
|
Other funds holding NVS
JP Morgan Chase's NVS Position: Q1 2026 in Review
JP Morgan Chase increased its Novartis (NVS) stake by 205% in Q1 2026, buying an estimated $186M and bringing the position to 1,804,676 shares worth $271M. The position accounts for 0.02% of the portfolio, ranked #579.
JP Morgan Chase first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- JP Morgan Chase held 1,804,676 shares of Novartis worth $271M as of Q1 2026.
- JP Morgan Chase bought 1,212,024 Novartis shares in Q1 2026, an estimated $186M.
- Novartis made up 0.02% of JP Morgan Chase's portfolio in Q1 2026, its #579 holding.
- JP Morgan Chase first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
- 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.