Navalign LLC
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Navalign LLC’s JPMorgan Chase JPM Stock Holding History

Navalign LLC’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
Q3 		$2.88M Sell
8,702
-54
-0.6% -$18.9K 0.66% 26
2026
Q2 		$2.87M Sell
8,756
-29
-0.3% -$9.01K 0.67% 23
2026
Q1 		$2.58M Sell
8,785
-220
-2% -$66.8K 0.65% 25
2025
Q4 		$2.9M Sell
9,005
-123
-1% -$38.1K 0.71% 25
2025
Q3 		$2.88M Buy
9,128
+42
+0.5% +$12.5K 0.76% 24
2025
Q2 		$2.63M Sell
9,086
-475
-5% -$121K 0.73% 24
2025
Q1 		$2.35M Sell
9,561
-273
-3% -$69.6K 0.67% 24
2024
Q4 		$2.36M Buy
9,834
+308
+3% +$71.7K 0.69% 25
2024
Q3 		$2.01M Sell
9,526
-53
-0.6% -$11.2K 0.59% 27
2024
Q2 		$1.94M Buy
9,579
+183
+2% +$35.8K 0.61% 28
2024
Q1 		$1.88M Sell
9,396
-162
-2% -$29.2K 0.62% 26
2023
Q4 		$1.63M Sell
9,558
-484
-5% -$73.3K 0.57% 29
2023
Q3 		$1.46M Buy
10,042
+1,273
+15% +$191K 0.55% 30
2023
Q2 		$1.28M Sell
8,769
-124
-1% -$17.1K 0.51% 35
2023
Q1 		$1.16M Buy
8,893
+6
+0.1% +$822 0.48% 36
2022
Q4 		$1.19M Buy
8,887
+61
+0.7% +$7.73K 0.49% 40
2022
Q3 		$922K Buy
8,826
+354
+4% +$40.6K 0.42% 45
2022
Q2 		$954K Buy
8,472
+2
+0% +$248 0.42% 46
2022
Q1 		$1.03M Buy
8,470
+278
+3% +$41K 0.43% 45
2021
Q4 		$1.3M Sell
8,192
-173
-2% -$28.4K 0.52% 36
2021
Q3 		$1.37M Buy
8,365
+112
+1% +$17.6K 0.58% 33
2021
Q2 		$1.28M Buy
8,253
+169
+2% +$26.5K 0.54% 39
2021
Q1 		$1.23M Buy
+8,084
New +$1.16M 0.54% 34

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Navalign LLC's JPM Position: Q3 2026 in Review

Navalign LLC reduced its JPMorgan Chase (JPM) stake by 0.62% in Q3 2026, selling an estimated $18.9K and leaving 8,702 shares worth $2.88M. The position accounts for 0.66% of the portfolio, ranked #26.

Navalign LLC first reported a position in JPM in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.9M in Q4 2025. 3,677 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Navalign LLC held 8,702 shares of JPMorgan Chase worth $2.88M as of Q3 2026.
  • Navalign LLC sold 54 JPMorgan Chase shares in Q3 2026, an estimated $18.9K.
  • JPMorgan Chase made up 0.66% of Navalign LLC's portfolio in Q3 2026, its #26 holding.
  • Navalign LLC first reported a position in JPMorgan Chase in Q1 2021 and has held it in 23 quarters since.
  • Navalign LLC's JPMorgan Chase position peaked at $2.9M in Q4 2025.
  • 3,677 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Navalign LLC's 13F filing for Q3 2026, filed 9 Nov 2026.