JP Morgan Chase
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JP Morgan Chase’s NorthWestern Energy NWE Stock Holding History

JP Morgan Chase’s Portfolio NWE Stock Details NWE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.3M Sell
305,076
-15,692
-5% -$1.11M ﹤0.01% 2129
2026
Q1 		$21.1M Buy
320,768
+77,133
+32% +$5.22M ﹤0.01% 2025
2025
Q4 		$15.7M Sell
243,635
-75,034
-24% -$4.75M ﹤0.01% 2273
2025
Q3 		$18.7M Buy
318,669
+22,365
+8% +$1.23M ﹤0.01% 2156
2025
Q2 		$15.2M Sell
296,304
-32,288
-10% -$1.78M ﹤0.01% 2164
2025
Q1 		$19M Sell
328,592
-86,573
-21% -$4.71M ﹤0.01% 1972
2024
Q4 		$22.2M Sell
415,165
-103,647
-20% -$5.63M ﹤0.01% 1944
2024
Q3 		$29.7M Sell
518,812
-372,287
-42% -$19.9M ﹤0.01% 1689
2024
Q2 		$44.6M Sell
891,099
-520,978
-37% -$26.3M ﹤0.01% 1313
2024
Q1 		$71.9M Sell
1,412,077
-303,258
-18% -$14.8M 0.01% 1106
2023
Q4 		$87.3M Sell
1,715,335
-436,718
-20% -$21.8M 0.01% 958
2023
Q3 		$103M Sell
2,152,053
-27,680
-1% -$1.48M 0.01% 800
2023
Q2 		$124M Buy
2,179,733
+29,126
+1% +$1.7M 0.01% 732
2023
Q1 		$124M Buy
2,150,607
+233,827
+12% +$13.4M 0.02% 717
2022
Q4 		$114M Buy
1,916,780
+6,393
+0.3% +$349K 0.02% 725
2022
Q3 		$94.1M Sell
1,910,387
-208
-0% -$11.4K 0.01% 751
2022
Q2 		$113M Sell
1,910,595
-147,323
-7% -$8.77M 0.02% 703
2022
Q1 		$124M Sell
2,057,918
-353,609
-15% -$20.7M 0.02% 750
2021
Q4 		$138M Buy
2,411,527
+30,225
+1% +$1.72M 0.02% 731
2021
Q3 		$136M Sell
2,381,302
-61,514
-3% -$3.82M 0.02% 720
2021
Q2 		$147M Sell
2,442,816
-29,780
-1% -$1.94M 0.02% 725
2021
Q1 		$161M Sell
2,472,596
-82,070
-3% -$4.85M 0.02% 646
2020
Q4 		$149M Buy
2,554,666
+57,543
+2% +$3.2M 0.02% 630
2020
Q3 		$121M Buy
2,497,123
+105,157
+4% +$5.58M 0.02% 633
2020
Q2 		$130M Buy
2,391,966
+16,368
+0.7% +$948K 0.03% 562
2020
Q1 		$142M Sell
2,375,598
-20,401
-0.9% -$1.45M 0.03% 467
2019
Q4 		$172M Buy
2,395,999
+134,496
+6% +$9.69M 0.03% 480
2019
Q3 		$170M Sell
2,261,503
-7,971
-0.4% -$575K 0.03% 485
2019
Q2 		$163M Buy
2,269,474
+35,973
+2% +$2.55M 0.03% 516
2019
Q1 		$157M Sell
2,233,501
-296,203
-12% -$19.4M 0.03% 503
2018
Q4 		$150M Buy
2,529,704
+1,242
+0% +$76.2K 0.03% 491
2018
Q3 		$148M Buy
2,528,462
+76,651
+3% +$4.55M 0.03% 551
2018
Q2 		$140M Sell
2,451,811
-309,006
-11% -$16.8M 0.03% 555
2018
Q1 		$149M Buy
2,760,817
+122,240
+5% +$6.47M 0.03% 508
2017
Q4 		$158M Buy
2,638,577
+80,226
+3% +$4.83M 0.03% 483
2017
Q3 		$147M Buy
2,558,351
+54,059
+2% +$3.22M 0.03% 500
2017
Q2 		$153M Sell
2,504,292
-100,786
-4% -$6.15M 0.03% 471
2017
Q1 		$153M Buy
2,605,078
+167,754
+7% +$9.64M 0.03% 477
2016
Q4 		$139M Buy
2,437,324
+691,889
+40% +$38.9M 0.03% 488
2016
Q3 		$100M Buy
1,745,435
+227,498
+15% +$13.6M 0.02% 553
2016
Q2 		$95.7M Sell
1,517,937
-49,611
-3% -$2.94M 0.02% 578
2016
Q1 		$96.8M Sell
1,567,548
-25,601
-2% -$1.48M 0.02% 555
2015
Q4 		$86.4M Sell
1,593,149
-154,471
-9% -$8.4M 0.02% 604
2015
Q3 		$94.1M Buy
1,747,620
+9,623
+0.6% +$502K 0.03% 563
2015
Q2 		$84.7M Sell
1,737,997
-112,689
-6% -$5.82M 0.02% 668
2015
Q1 		$99.5M Sell
1,850,686
-49,597
-3% -$2.73M 0.02% 633
2014
Q4 		$108M Sell
1,900,283
-21,138
-1% -$1.1M 0.02% 610
2014
Q3 		$87.2M Sell
1,921,421
-96,992
-5% -$4.66M 0.02% 673
2014
Q2 		$105M Sell
2,018,413
-198,707
-9% -$9.55M 0.03% 559
2014
Q1 		$105M Buy
2,217,120
+59,837
+3% +$2.7M 0.03% 529
2013
Q4 		$93.5M Buy
2,157,283
+40,773
+2% +$1.82M 0.03% 551
2013
Q3 		$95.1M Buy
2,116,510
+66,104
+3% +$2.77M 0.03% 553
2013
Q2 		$81.8M Buy
+2,050,406
New +$84.3M 0.03% 567

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

JP Morgan Chase's NWE Position: Q2 2026 in Review

JP Morgan Chase reduced its NorthWestern Energy (NWE) stake by 4.9% in Q2 2026, selling an estimated $1.11M and leaving 305,076 shares worth $22.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2129.

JP Morgan Chase first reported a position in NWE in Q2 2013 and has held it in 53 quarters since. The position peaked at $172M in Q4 2019. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • JP Morgan Chase held 305,076 shares of NorthWestern Energy worth $22.3M as of Q2 2026.
  • JP Morgan Chase sold 15,692 NorthWestern Energy shares in Q2 2026, an estimated $1.11M.
  • NorthWestern Energy made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2129 holding.
  • JP Morgan Chase first reported a position in NorthWestern Energy in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's NorthWestern Energy position peaked at $172M in Q4 2019.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.