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New Mexico Educational Retirement Board’s JPMorgan Chase JPM Stock Holding History

New Mexico Educational Retirement Board’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 		$43.9M Buy
134,050
+7,400
+6% +$2.3M 1.1% 14
2026
Q1 		$37.3M Hold
126,650
– – 1.15% 11
2025
Q4 		$40.8M Buy
126,650
+1,100
+0.9% +$341K 1.22% 11
2025
Q3 		$39.6M Sell
125,550
-6,000
-5% -$1.78M 1.23% 11
2025
Q2 		$38.1M Hold
131,550
– – 1.24% 11
2025
Q1 		$32.3M Sell
131,550
-4,100
-3% -$1.05M 1.16% 11
2024
Q4 		$32.5M Sell
135,650
-4,800
-3% -$1.12M 1.09% 11
2024
Q3 		$29.6M Sell
140,450
-5,200
-4% -$1.1M 1% 12
2024
Q2 		$29.5M Hold
145,650
– – 1.03% 11
2024
Q1 		$29.2M Sell
145,650
-6,400
-4% -$1.15M 1.05% 11
2023
Q4 		$25.9M Hold
152,050
– – 0.99% 10
2023
Q3 		$22.1M Buy
152,050
+9,500
+7% +$1.42M 0.94% 12
2023
Q2 		$20.7M Buy
142,550
+6,800
+5% +$935K 0.91% 13
2023
Q1 		$17.7M Sell
135,750
-4,300
-3% -$589K 0.89% 13
2022
Q4 		$18.8M Sell
140,050
-10,100
-7% -$1.28M 1.01% 10
2022
Q3 		$15.7M Sell
150,150
-13,700
-8% -$1.57M 0.85% 12
2022
Q2 		$18.5M Sell
163,850
-8,000
-5% -$991K 0.89% 14
2022
Q1 		$23.4M Sell
171,850
-10,700
-6% -$1.58M 0.87% 12
2021
Q4 		$28.9M Sell
182,550
-15,600
-8% -$2.56M 0.97% 11
2021
Q3 		$32.4M Sell
198,150
-5,300
-3% -$831K 1.13% 10
2021
Q2 		$31.6M Buy
203,450
+10,700
+6% +$1.68M 1.09% 10
2021
Q1 		$29.3M Hold
192,750
– – 1.17% 9
2020
Q4 		$24.5M Sell
192,750
-2,700
-1% -$302K 1.04% 10
2020
Q3 		$18.8M Sell
195,450
-15,600
-7% -$1.53M 0.89% 15
2020
Q2 		$19.9M Buy
211,050
+13,700
+7% +$1.3M 0.94% 11
2020
Q1 		$17.8M Sell
197,350
-46,500
-19% -$5.65M 1.07% 9
2019
Q4 		$34M Sell
243,850
-6,400
-3% -$821K 1.42% 5
2019
Q3 		$29.5M Sell
250,250
-18,100
-7% -$2.05M 1.33% 6
2019
Q2 		$30M Sell
268,350
-8,900
-3% -$981K 1.3% 7
2019
Q1 		$28.1M Sell
277,250
-8,900
-3% -$917K 1.21% 10
2018
Q4 		$27.9M Sell
286,150
-17,400
-6% -$1.85M 1.33% 6
2018
Q3 		$34.3M Sell
303,550
-12,900
-4% -$1.46M 1.3% 6
2018
Q2 		$33M Sell
316,450
-14,200
-4% -$1.56M 1.3% 6
2018
Q1 		$36.4M Sell
330,650
-7,600
-2% -$861K 1.38% 5
2017
Q4 		$36.2M Buy
338,250
+12,700
+4% +$1.29M 1.37% 6
2017
Q3 		$31.1M Sell
325,550
-4,700
-1% -$433K 1.48% 8
2017
Q2 		$30.3M Sell
330,250
-31,900
-9% -$2.75M 1.47% 8
2017
Q1 		$31.8M Sell
362,150
-23,900
-6% -$2.11M 1.48% 8
2016
Q4 		$33.3M Buy
386,050
+16,100
+4% +$1.23M 1.54% 5
2016
Q3 		$24.6M Sell
369,950
-56,200
-13% -$3.66M 1.23% 10
2016
Q2 		$26.5M Buy
426,150
+18,700
+5% +$1.17M 1.19% 11
2016
Q1 		$24.1M Buy
407,450
+6,000
+1% +$350K 1.16% 15
2015
Q4 		$26.5M Sell
401,450
-16,200
-4% -$1.05M 1.27% 9
2015
Q3 		$25.5M Buy
417,650
+23,500
+6% +$1.54M 1.25% 8
2015
Q2 		$26.7M Sell
394,150
-39,900
-9% -$2.61M 1.3% 8
2015
Q1 		$26.3M Sell
434,050
-21,400
-5% -$1.27M 1.15% 9
2014
Q4 		$28.5M Sell
455,450
-47,500
-9% -$2.86M 1.21% 10
2014
Q3 		$30.3M Buy
502,950
+1,900
+0.4% +$111K 1.23% 10
2014
Q2 		$28.9M Buy
501,050
+3,200
+0.6% +$180K 1.19% 10
2014
Q1 		$30.2M Sell
497,850
-23,800
-5% -$1.38M 1.28% 8
2013
Q4 		$30.5M Sell
521,650
-44,900
-8% -$2.46M 1.25% 9
2013
Q3 		$29.3M Sell
566,550
-42,100
-7% -$2.26M 1.22% 11
2013
Q2 		$32.1M Buy
+608,650
New +$30.9M 1.32% 11

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

New Mexico Educational Retirement Board's JPM Position: Q2 2026 in Review

New Mexico Educational Retirement Board increased its JPMorgan Chase (JPM) stake by 5.8% in Q2 2026, buying an estimated $2.3M and bringing the position to 134,050 shares worth $43.9M. The position accounts for 1.1% of the portfolio, ranked #14.

New Mexico Educational Retirement Board first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • New Mexico Educational Retirement Board held 134,050 shares of JPMorgan Chase worth $43.9M as of Q2 2026.
  • New Mexico Educational Retirement Board bought 7,400 JPMorgan Chase shares in Q2 2026, an estimated $2.3M.
  • JPMorgan Chase made up 1.1% of New Mexico Educational Retirement Board's portfolio in Q2 2026, its #14 holding.
  • New Mexico Educational Retirement Board first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on New Mexico Educational Retirement Board's 13F filing for Q2 2026, filed 29 Jul 2026.