Nadler Financial Group’s JPMorgan Chase JPM Stock Holding History

Nadler Financial Group’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	$1.85M	Sell	5,659 -68	-1%	-$21.1K	0.16%	46
2026 Q1	$1.68M	Sell	5,727 -345	-6%	-$105K	0.16%	45
2025 Q4	$1.96M	Hold	6,072	–	–	0.18%	43
2025 Q3	$1.92M	Buy	6,072 +276	+5%	+$82.1K	0.18%	43
2025 Q2	$1.68M	Sell	5,796 -64	-1%	-$16.3K	0.17%	43
2025 Q1	$1.44M	Buy	5,860 +140	+2%	+$35.7K	0.16%	44
2024 Q4	$1.37M	Buy	5,720 +730	+15%	+$170K	0.14%	43
2024 Q3	$1.05M	Sell	4,990 -18	-0.4%	-$3.79K	0.12%	45
2024 Q2	$1.01M	Buy	5,008 +403	+9%	+$78.8K	0.12%	45
2024 Q1	$922K	Buy	4,605 +362	+9%	+$65.3K	0.11%	47
2023 Q4	$722K	Buy	4,243 +37	+0.9%	+$5.61K	0.1%	52
2023 Q3	$610K	Sell	4,206 -183	-4%	-$27.4K	0.09%	55
2023 Q2	$638K	Buy	4,389 +1	+0%	+$138	0.09%	55
2023 Q1	$572K	Sell	4,388 -243	-5%	-$33.3K	0.09%	57
2022 Q4	$621K	Sell	4,631 -481	-9%	-$60.9K	0.11%	53
2022 Q3	$534K	Sell	5,112 -385	-7%	-$44.2K	0.1%	56
2022 Q2	$619K	Buy	5,497 +470	+9%	+$58.2K	0.11%	55
2022 Q1	$685K	Sell	5,027 -1,055	-17%	-$156K	0.11%	54
2021 Q4	$963K	Sell	6,082 -76	-1%	-$12.5K	0.14%	50
2021 Q3	$1.01M	Buy	6,158 +98	+2%	+$15.4K	0.16%	47
2021 Q2	$943K	Buy	6,060 +11	+0.2%	+$1.73K	0.15%	51
2021 Q1	$921K	Buy	6,049 +392	+7%	+$56.4K	0.16%	51
2020 Q4	$719K	Sell	5,657 -361	-6%	-$40.4K	0.14%	51
2020 Q3	$579K	Sell	6,018 -115	-2%	-$11.3K	0.13%	56
2020 Q2	$577K	Buy	6,133 +322	+6%	+$30.6K	0.14%	49
2020 Q1	$523K	Buy	5,811 +699	+14%	+$84.9K	0.16%	46
2019 Q4	$713K	Sell	5,112 -123	-2%	-$15.8K	0.18%	43
2019 Q3	$616K	Buy	5,235 +40	+0.8%	+$4.52K	0.17%	44
2019 Q2	$581K	Buy	5,195 +7	+0.1%	+$772	0.17%	47
2019 Q1	$525K	Sell	5,188 -75	-1%	-$7.73K	0.17%	49
2018 Q4	$514K	Sell	5,263 -23	-0.4%	-$2.45K	0.17%	46
2018 Q3	$596K	Buy	5,286 +95	+2%	+$10.8K	0.16%	46
2018 Q2	$541K	Buy	5,191 +515	+11%	+$56.5K	0.15%	48
2018 Q1	$514K	Sell	4,676 -491	-10%	-$55.6K	0.16%	45
2017 Q4	$553K	Buy	5,167 +1,452	+39%	+$147K	0.17%	46
2017 Q3	$355K	Buy	3,715 +5	+0.1%	+$461	0.12%	55
2017 Q2	$339K	Sell	3,710 -894	-19%	-$77.1K	0.12%	56
2017 Q1	$404K	Sell	4,604 -49	-1%	-$4.32K	0.14%	52
2016 Q4	$402K	Sell	4,653 -647	-12%	-$49.3K	0.15%	51
2016 Q3	$353K	Buy	5,300 +158	+3%	+$10.3K	0.14%	56
2016 Q2	$320K	Buy	5,142 +14	+0.3%	+$874	0.14%	60
2016 Q1	$304K	Sell	5,128 -26	-0.5%	-$1.52K	0.13%	61
2015 Q4	$340K	Buy	5,154 +53	+1%	+$3.45K	0.15%	58
2015 Q3	$311K	Buy	5,101 +805	+19%	+$52.7K	0.16%	57
2015 Q2	$291K	Buy	4,296 +6	+0.1%	+$392	0.14%	61
2015 Q1	$260K	Sell	4,290 -178	-4%	-$10.5K	0.13%	68
2014 Q4	$280K	Buy	4,468 +734	+20%	+$44.2K	0.15%	56
2014 Q3	$225K	Buy	3,734 +6	+0.2%	+$351	0.13%	71
2014 Q2	$215K	Sell	3,728 -411	-10%	-$23.1K	0.14%	63
2014 Q1	$251K	Sell	4,139 -257	-6%	-$14.9K	0.17%	59
2013 Q4	$257K	Sell	4,396 -315	-7%	-$17.3K	0.17%	65
2013 Q3	$243K	Sell	4,711 -4,679	-50%	-$251K	0.18%	63
2013 Q2	$496K	Buy	+9,390	New	+$477K	0.35%	40

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Nadler Financial Group's JPM Position: Q2 2026 in Review

Nadler Financial Group reduced its JPMorgan Chase (JPM) stake by 1.2% in Q2 2026, selling an estimated $21.1K and leaving 5,659 shares worth $1.85M. The position accounts for 0.16% of the portfolio, ranked #46.

Nadler Financial Group first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.96M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Nadler Financial Group held 5,659 shares of JPMorgan Chase worth $1.85M as of Q2 2026.
Nadler Financial Group sold 68 JPMorgan Chase shares in Q2 2026, an estimated $21.1K.
JPMorgan Chase made up 0.16% of Nadler Financial Group's portfolio in Q2 2026, its #46 holding.
Nadler Financial Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
Nadler Financial Group's JPMorgan Chase position peaked at $1.96M in Q4 2025.
2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.