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Naviter Wealth’s JPMorgan Chase JPM Stock Holding History

Naviter Wealth’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 		$7.88M Buy
26,775
+262
+1% +$79.5K 0.98% 20
2025
Q4 		$8.54M Sell
26,513
-4,976
-16% -$1.54M 1.11% 17
2025
Q3 		$9.93M Buy
31,489
+1,529
+5% +$455K 1.16% 15
2025
Q2 		$8.69M Buy
29,960
+700
+2% +$179K 1.07% 15
2025
Q1 		$7.11M Buy
29,260
+537
+2% +$137K 0.86% 23
2024
Q4 		$6.89M Buy
28,723
+8,815
+44% +$2.05M 0.83% 22
2024
Q3 		$4.2M Sell
19,908
-1,212
-6% -$255K 0.58% 43
2024
Q2 		$4.27M Buy
21,120
+63
+0.3% +$12.3K 0.64% 34
2024
Q1 		$4.22M Buy
21,057
+251
+1% +$45.3K 0.69% 31
2023
Q4 		$3.54M Buy
20,806
+4,201
+25% +$637K 0.71% 33
2023
Q3 		$2.41M Buy
16,605
+791
+5% +$119K 0.58% 38
2023
Q2 		$2.3M Buy
15,814
+1,829
+13% +$252K 0.58% 36
2023
Q1 		$1.82M Sell
13,985
-1,944
-12% -$266K 0.64% 32
2022
Q4 		$2.22M Buy
15,929
+3,029
+23% +$384K 0.61% 34
2022
Q3 		$1.35M Buy
12,900
+1,834
+17% +$210K 0.55% 32
2022
Q2 		$1.25M Buy
+11,066
New +$1.37M 0.51% 35

Other funds holding JPM

BlackRock
BlackRock New York $5.72T 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

Naviter Wealth's JPM Position: Q1 2026 in Review

Naviter Wealth increased its JPMorgan Chase (JPM) stake by 0.99% in Q1 2026, buying an estimated $79.5K and bringing the position to 26,775 shares worth $7.88M. The position accounts for 0.98% of the portfolio, ranked #20.

Naviter Wealth first reported a position in JPM in Q2 2022 and has held it in 16 quarters since. The position peaked at $9.93M in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Naviter Wealth held 26,775 shares of JPMorgan Chase worth $7.88M as of Q1 2026.
  • Naviter Wealth bought 262 JPMorgan Chase shares in Q1 2026, an estimated $79.5K.
  • JPMorgan Chase made up 0.98% of Naviter Wealth's portfolio in Q1 2026, its #20 holding.
  • Naviter Wealth first reported a position in JPMorgan Chase in Q2 2022 and has held it in 16 quarters since.
  • Naviter Wealth's JPMorgan Chase position peaked at $9.93M in Q3 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.