JP Morgan Chase
NXDT

JP Morgan Chase’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

JP Morgan Chase’s Portfolio NXDT Stock Details NXDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$80.6K Sell
17,725
-19,200
-52% -$86K ﹤0.01% 5948
2025
Q4 		$141K Sell
36,925
-15,364
-29% -$50.4K ﹤0.01% 5708
2025
Q3 		$193K Buy
52,289
+6,401
+14% +$27.2K ﹤0.01% 5533
2025
Q2 		$192K Sell
45,888
-21,403
-32% -$80.2K ﹤0.01% 5254
2025
Q1 		$258K Sell
67,291
-59,204
-47% -$294K ﹤0.01% 5134
2024
Q4 		$772K Buy
126,495
+59,625
+89% +$350K ﹤0.01% 4797
2024
Q3 		$418K Buy
66,870
+37,891
+131% +$225K ﹤0.01% 5019
2024
Q2 		$160K Sell
28,979
-30,870
-52% -$176K ﹤0.01% 5266
2024
Q1 		$395K Buy
59,849
+16,427
+38% +$109K ﹤0.01% 4954
2023
Q4 		$345K Buy
43,422
+20,016
+86% +$164K ﹤0.01% 5022
2023
Q3 		$204K Sell
23,406
-393
-2% -$4.2K ﹤0.01% 5064
2023
Q2 		$298K Buy
+23,799
New +$254K ﹤0.01% 4826

Other funds holding NXDT

NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

JP Morgan Chase's NXDT Position: Q1 2026 in Review

JP Morgan Chase reduced its NexPoint Diversified Real Estate Trust (NXDT) stake by 52% in Q1 2026, selling an estimated $86K and leaving 17,725 shares worth $80.6K. The position accounts for ﹤0.01% of the portfolio, ranked #5948.

JP Morgan Chase first reported a position in NXDT in Q2 2023 and has held it in 12 quarters since. The position peaked at $772K in Q4 2024. 127 funds tracked by Wall St. Rank hold NXDT as of Q1 2026.

  • JP Morgan Chase held 17,725 shares of NexPoint Diversified Real Estate Trust worth $80.6K as of Q1 2026.
  • JP Morgan Chase sold 19,200 NexPoint Diversified Real Estate Trust shares in Q1 2026, an estimated $86K.
  • NexPoint Diversified Real Estate Trust made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5948 holding.
  • JP Morgan Chase first reported a position in NexPoint Diversified Real Estate Trust in Q2 2023 and has held it in 12 quarters since.
  • JP Morgan Chase's NexPoint Diversified Real Estate Trust position peaked at $772K in Q4 2024.
  • 127 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.