Nan Shan Life Insurance’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $65.1M | Buy |
198,905
+34,552
| +21% | +$10.7M | 2.04% | 14 |
|
|
2026
Q1 | $48.3M | Buy |
164,353
+140,939
| +602% | +$42.8M | 1.75% | 19 |
|
|
2025
Q4 | $7.54M | Sell |
23,414
-27,010
| -54% | -$8.36M | 0.23% | 63 |
|
|
2025
Q3 | $15.9M | Buy |
+50,424
| New | +$15M | 0.34% | 71 |
|
|
2025
Q1 | – | Sell |
-2,048
| Closed | -$491K | – | 118 |
|
|
2024
Q4 | $491K | Hold |
2,048
| – | – | 0.01% | 108 |
|
|
2024
Q3 | $432K | Sell |
2,048
-23,539
| -92% | -$4.96M | 0.01% | 97 |
|
|
2024
Q2 | $5.18M | Hold |
25,587
| – | – | 0.12% | 89 |
|
|
2024
Q1 | $5.13M | Sell |
25,587
-77,606
| -75% | -$14M | 0.12% | 92 |
|
|
2023
Q4 | $17.6M | Sell |
103,193
-59,090
| -36% | -$8.95M | 0.42% | 66 |
|
|
2023
Q3 | $23.5M | Sell |
162,283
-144,990
| -47% | -$21.7M | 0.64% | 51 |
|
|
2023
Q2 | $44.7M | Buy |
307,273
+147,130
| +92% | +$20.2M | 1.08% | 33 |
|
|
2023
Q1 | $20.9M | Buy |
160,143
+46,153
| +40% | +$6.32M | 0.5% | 60 |
|
|
2022
Q4 | $15.3M | Sell |
113,990
-232,943
| -67% | -$29.5M | 0.42% | 64 |
|
|
2022
Q3 | $36.3M | Hold |
346,933
| – | – | 0.89% | 39 |
|
|
2022
Q2 | $39.1M | Buy |
346,933
+59,843
| +21% | +$7.41M | 0.82% | 41 |
|
|
2022
Q1 | $39.1M | Sell |
287,090
-57,300
| -17% | -$8.46M | 0.69% | 50 |
|
|
2021
Q4 | $54.5M | Hold |
344,390
| – | – | 0.83% | 42 |
|
|
2021
Q3 | $56.4M | Buy |
344,390
+78,990
| +30% | +$12.4M | 0.94% | 38 |
|
|
2021
Q2 | $41.3M | Buy |
265,400
+97,346
| +58% | +$15.3M | 0.7% | 51 |
|
|
2021
Q1 | $25.6M | Sell |
168,054
-234,359
| -58% | -$33.7M | 0.5% | 69 |
|
|
2020
Q4 | $51.1M | Buy |
402,413
+98,959
| +33% | +$11.1M | 1.06% | 29 |
|
|
2020
Q3 | $29.2M | Buy |
303,454
+30,170
| +11% | +$2.96M | 0.77% | 38 |
|
|
2020
Q2 | $25.7M | Buy |
+273,284
| New | +$25.9M | 0.78% | 41 |
|
|
2020
Q1 | – | Sell |
-52,000
| Closed | -$7.25M | – | 103 |
|
|
2019
Q4 | $7.25M | Buy |
52,000
+7,000
| +16% | +$898K | 0.23% | 62 |
|
|
2019
Q3 | $5.3M | Buy |
+45,000
| New | +$5.09M | 0.15% | 70 |
|
|
2018
Q3 | – | Sell |
-50,000
| Closed | -$5.21M | – | 114 |
|
|
2018
Q2 | $5.21M | Buy |
+50,000
| New | +$5.48M | 0.12% | 76 |
|
|
2017
Q4 | – | Sell |
-154,657
| Closed | -$14.8M | – | 86 |
|
|
2017
Q3 | $14.8M | Sell |
154,657
-870,343
| -85% | -$80.3M | 0.31% | 54 |
|
|
2017
Q2 | $93.7M | Sell |
1,025,000
-1,018,765
| -50% | -$87.9M | 2.38% | 15 |
|
|
2017
Q1 | $180M | Buy |
+2,043,765
| New | +$180M | 4.47% | 8 |
|
Other funds holding JPM
Nan Shan Life Insurance's JPM Position: Q2 2026 in Review
Nan Shan Life Insurance increased its JPMorgan Chase (JPM) stake by 21% in Q2 2026, buying an estimated $10.7M and bringing the position to 198,905 shares worth $65.1M. The position accounts for 2.04% of the portfolio, ranked #14.
Nan Shan Life Insurance first reported a position in JPM in Q1 2017 and has held it in 29 quarters since. The position peaked at $180M in Q1 2017. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Nan Shan Life Insurance held 198,905 shares of JPMorgan Chase worth $65.1M as of Q2 2026.
- Nan Shan Life Insurance bought 34,552 JPMorgan Chase shares in Q2 2026, an estimated $10.7M.
- JPMorgan Chase made up 2.04% of Nan Shan Life Insurance's portfolio in Q2 2026, its #14 holding.
- Nan Shan Life Insurance first reported a position in JPMorgan Chase in Q1 2017 and has held it in 29 quarters since.
- Nan Shan Life Insurance's JPMorgan Chase position peaked at $180M in Q1 2017.
- 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Nan Shan Life Insurance's 13F filing for Q2 2026, filed 14 Aug 2026.