JP Morgan Chase
NVS icon

JP Morgan Chase’s Novartis NVS Stock Holding History

JP Morgan Chase’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-65,000
Closed -$5.36M – 5596
2020
Q1 		$5.36M Sell
65,000
-183,400
-74% -$16.4M ﹤0.01% 2205
2019
Q4 		$23.5M Buy
+248,400
New +$22.3M ﹤0.01% 1455
2015
Q4 		– Sell
-103,453
Closed -$8.52M – 4775
2015
Q3 		$8.52M Buy
+103,453
New +$9.21M ﹤0.01% 1888
2015
Q1 		– Sell
-7,589
Closed -$630K – 4214
2014
Q4 		$630K Buy
+7,589
New +$629K ﹤0.01% 3573
2014
Q1 		– Sell
-112
Closed -$8K – 3831
2013
Q4 		$8K Sell
112
-3,013
-96% -$209K ﹤0.01% 4039
2013
Q3 		$215K Hold
3,125
– – ﹤0.01% 4016
2013
Q2 		$198K Buy
+3,125
New +$203K ﹤0.01% 3993

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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.