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NBC Securities’s JPMorgan Chase JPM Stock Holding History

NBC Securities’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 		$12.8M Sell
39,115
-440
-1% -$137K 0.87% 11
2026
Q1 		$11.6M Sell
39,555
-413
-1% -$125K 0.87% 11
2025
Q4 		$12.9M Sell
39,968
-120
-0.3% -$37.2K 0.97% 11
2025
Q3 		$12.6M Sell
40,088
-267
-0.7% -$79.4K 0.97% 10
2025
Q2 		$11.7M Sell
40,355
-1,241
-3% -$317K 0.95% 9
2025
Q1 		$10.2M Buy
41,596
+41,555
+101,354% +$10.6M 0.87% 8
2024
Q4 		$9.98K Sell
41
-43,969
-100% -$10.2M 0.91% 9
2024
Q3 		$9.28M Sell
44,010
-392
-0.9% -$82.6K 0.78% 14
2024
Q2 		$8.98M Buy
44,402
+170
+0.4% +$33.2K 0.82% 11
2024
Q1 		$8.86M Buy
44,232
+917
+2% +$165K 0.83% 10
2023
Q4 		$7.37M Buy
43,315
+2,300
+6% +$349K 0.74% 13
2023
Q3 		$5.95M Buy
+41,015
New +$6.15M 0.65% 22

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

NBC Securities's JPM Position: Q2 2026 in Review

NBC Securities reduced its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, selling an estimated $137K and leaving 39,115 shares worth $12.8M. The position accounts for 0.87% of the portfolio, ranked #11.

NBC Securities first reported a position in JPM in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.9M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • NBC Securities held 39,115 shares of JPMorgan Chase worth $12.8M as of Q2 2026.
  • NBC Securities sold 440 JPMorgan Chase shares in Q2 2026, an estimated $137K.
  • JPMorgan Chase made up 0.87% of NBC Securities's portfolio in Q2 2026, its #11 holding.
  • NBC Securities first reported a position in JPMorgan Chase in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's JPMorgan Chase position peaked at $12.9M in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.