JP Morgan Chase
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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 – 5597
2020
Q1 		$5.36M Buy
+65,000
New +$5.8M ﹤0.01% 2206
2019
Q4 		– Sell
-54,000
Closed -$4.69M – 5798
2019
Q3 		$4.69M Hold
54,000
– – ﹤0.01% 2741
2019
Q2 		$4.91M Buy
54,000
+3,780
+8% +$320K ﹤0.01% 2674
2019
Q1 		$4.33M Hold
50,220
– – ﹤0.01% 2699
2018
Q4 		$3.86M Buy
+50,220
New +$3.91M ﹤0.01% 2779
2015
Q1 		– Sell
-1,786
Closed -$148K – 4215
2014
Q4 		$148K Buy
+1,786
New +$148K ﹤0.01% 4068

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.