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Nabity-Jensen Investment Management’s JPMorgan Chase JPM Stock Holding History

Nabity-Jensen Investment Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.36M Hold
7,210
– – 1.45% 18
2026
Q1 		$2.12M Buy
7,210
+818
+13% +$248K 1.47% 15
2025
Q4 		$2.06M Sell
6,392
-858
-12% -$266K 1.39% 16
2025
Q3 		$2.29M Buy
7,250
+51
+0.7% +$15.2K 1.59% 16
2025
Q2 		$2.09M Buy
7,199
+208
+3% +$53.1K 1.54% 16
2025
Q1 		$1.71M Buy
6,991
+107
+2% +$27.3K 1.36% 16
2024
Q4 		$1.65M Sell
6,884
-25
-0.4% -$5.82K 1.25% 17
2024
Q3 		$1.46M Sell
6,909
-114
-2% -$24K 1.12% 21
2024
Q2 		$1.42M Sell
7,023
-86
-1% -$16.8K 1.16% 20
2024
Q1 		$1.42M Hold
7,109
– – 1.17% 19
2023
Q4 		$1.21M Buy
+7,109
New +$1.08M 1.09% 22

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Nabity-Jensen Investment Management's JPM Position: Q2 2026 in Review

Nabity-Jensen Investment Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 7,210 shares worth $2.36M. The position accounts for 1.45% of the portfolio, ranked #18.

Nabity-Jensen Investment Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Nabity-Jensen Investment Management held 7,210 shares of JPMorgan Chase worth $2.36M as of Q2 2026.
  • Nabity-Jensen Investment Management left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 1.45% of Nabity-Jensen Investment Management's portfolio in Q2 2026, its #18 holding.
  • Nabity-Jensen Investment Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.