NJIM
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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
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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return