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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
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 $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

NBC Securities's JPM Position: Q1 2026 in Review

NBC Securities reduced its JPMorgan Chase (JPM) stake by 1% in Q1 2026, selling an estimated $125K and leaving 39,555 shares worth $11.6M. 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 11 quarters since. The position peaked at $12.9M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • NBC Securities held 39,555 shares of JPMorgan Chase worth $11.6M as of Q1 2026.
  • NBC Securities sold 413 JPMorgan Chase shares in Q1 2026, an estimated $125K.
  • JPMorgan Chase made up 0.87% of NBC Securities's portfolio in Q1 2026, its #11 holding.
  • NBC Securities first reported a position in JPMorgan Chase in Q3 2023 and has held it in 11 quarters since.
  • NBC Securities's JPMorgan Chase position peaked at $12.9M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.