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NBW Capital’s JPMorgan Chase JPM Stock Holding History

NBW Capital’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
2025
Q2 		$11.6M Buy
39,883
+220
+0.6% +$56.1K 2.49% 11
2025
Q1 		$9.73M Sell
39,663
-13,111
-25% -$3.34M 2.16% 13
2024
Q4 		$12.7M Sell
52,774
-484
-0.9% -$113K 2.34% 9
2024
Q3 		$11.2M Buy
53,258
+1,194
+2% +$251K 2.12% 9
2024
Q2 		$10.5M Sell
52,064
-251
-0.5% -$49.1K 2.08% 11
2024
Q1 		$10.5M Buy
52,315
+1,351
+3% +$244K 2.14% 10
2023
Q4 		$8.67M Sell
50,964
-689
-1% -$104K 1.9% 14
2023
Q3 		$7.49M Sell
51,653
-203
-0.4% -$30.4K 1.83% 15
2023
Q2 		$7.54M Buy
51,856
+49,224
+1,870% +$6.77M 1.76% 12
2023
Q1 		$343K Buy
2,632
+9
+0.3% +$1.23K 0.08% 79
2022
Q4 		$352K Buy
2,623
+20
+0.8% +$2.53K 0.09% 78
2022
Q3 		$272K Buy
+2,603
New +$299K 0.07% 81
2013
Q4 		– Sell
-4,019
Closed -$208K – 104
2013
Q3 		$208K Sell
4,019
-7,000
-64% -$375K 0.04% 97
2013
Q2 		$582K Buy
+11,019
New +$560K 0.11% 78

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

NBW Capital's JPM Position: Q2 2025 in Review

NBW Capital increased its JPMorgan Chase (JPM) stake by 0.55% in Q2 2025, buying an estimated $56.1K and bringing the position to 39,883 shares worth $11.6M. The position accounts for 2.49% of the portfolio, ranked #11.

NBW Capital first reported a position in JPM in Q2 2013 and has held it in 14 quarters since. The position peaked at $12.7M in Q4 2024. 4,741 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • NBW Capital held 39,883 shares of JPMorgan Chase worth $11.6M as of Q2 2025.
  • NBW Capital bought 220 JPMorgan Chase shares in Q2 2025, an estimated $56.1K.
  • JPMorgan Chase made up 2.49% of NBW Capital's portfolio in Q2 2025, its #11 holding.
  • NBW Capital first reported a position in JPMorgan Chase in Q2 2013 and has held it in 14 quarters since.
  • NBW Capital's JPMorgan Chase position peaked at $12.7M in Q4 2024.
  • 4,741 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on NBW Capital's 13F filing for Q2 2025, filed 13 Aug 2025.