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NDVR Inc’s JPMorgan Chase JPM Stock Holding History

NDVR Inc’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
Q4 		$732K Sell
2,272
-30
-1% -$9.29K 0.61% 20
2025
Q3 		$726K Buy
2,302
+364
+19% +$108K 0.61% 19
2025
Q2 		$562K Sell
1,938
-27
-1% -$6.89K 0.53% 18
2025
Q1 		$482K Sell
1,965
-117
-6% -$29.8K 0.49% 22
2024
Q4 		$499K Buy
2,082
+57
+3% +$13.3K 0.48% 20
2024
Q3 		$426K Buy
2,025
+100
+5% +$21.1K 0.44% 24
2024
Q2 		$389K Buy
1,925
+515
+37% +$101K 0.41% 25
2024
Q1 		$282K Buy
1,410
+130
+10% +$23.5K 0.27% 47
2023
Q4 		$218K Buy
+1,280
New +$194K 0.26% 52

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

NDVR Inc's JPM Position: Q4 2025 in Review

NDVR Inc reduced its JPMorgan Chase (JPM) stake by 1.3% in Q4 2025, selling an estimated $9.29K and leaving 2,272 shares worth $732K. The position accounts for 0.61% of the portfolio, ranked #20.

NDVR Inc first reported a position in JPM in Q4 2023 and has held it in 9 quarters since. 5,120 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • NDVR Inc held 2,272 shares of JPMorgan Chase worth $732K as of Q4 2025.
  • NDVR Inc sold 30 JPMorgan Chase shares in Q4 2025, an estimated $9.29K.
  • JPMorgan Chase made up 0.61% of NDVR Inc's portfolio in Q4 2025, its #20 holding.
  • NDVR Inc first reported a position in JPMorgan Chase in Q4 2023 and has held it in 9 quarters since.
  • 5,120 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on NDVR Inc's 13F filing for Q4 2025, filed 12 Feb 2026.