NIM
JPM icon

Nexus Investment Management’s JPMorgan Chase JPM Stock Holding History

Nexus Investment Management’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 		$59M Sell
180,374
-6,005
-3% -$1.86M 7.7% 1
2026
Q1 		$54.8M Sell
186,379
-2,957
-2% -$897K 7.67% 1
2025
Q4 		$61M Sell
189,336
-3,343
-2% -$1.04M 8.31% 2
2025
Q3 		$60.8M Sell
192,679
-4,740
-2% -$1.41M 8.63% 1
2025
Q2 		$57.2M Sell
197,419
-1,203
-0.6% -$307K 8.55% 2
2025
Q1 		$70.1M Sell
198,622
-285
-0.1% -$72.7K 7.93% 1
2024
Q4 		$47.7M Sell
198,907
-14,380
-7% -$3.35M 4.77% 2
2024
Q3 		$45M Sell
213,287
-29,910
-12% -$6.3M 4.41% 4
2024
Q2 		$49.2M Sell
243,197
-17,690
-7% -$3.46M 5.17% 2
2024
Q1 		$52.3M Sell
260,887
-910
-0.3% -$164K 5.04% 1
2023
Q4 		$44.5M Sell
261,797
-2,285
-0.9% -$346K 4.65% 3
2023
Q3 		$38.3M Sell
264,082
-1,015
-0.4% -$152K 4.32% 4
2023
Q2 		$38.6M Buy
265,097
+925
+0.4% +$127K 4.2% 4
2023
Q1 		$34.4M Sell
264,172
-1,200
-0.5% -$164K 3.8% 5
2022
Q4 		$35.6M Sell
265,372
-700
-0.3% -$88.7K 4.02% 6
2022
Q3 		$27.8M Buy
266,072
+14,100
+6% +$1.62M 3.46% 9
2022
Q2 		$28.4M Sell
251,972
-7,100
-3% -$880K 3.26% 12
2022
Q1 		$35.3M Buy
259,072
+585
+0.2% +$86.4K 3.71% 11
2021
Q4 		$40.9M Sell
258,487
-4,010
-2% -$659K 4.16% 5
2021
Q3 		$43M Sell
262,497
-17,973
-6% -$2.82M 4.64% 3
2021
Q2 		$43.6M Sell
280,470
-11,095
-4% -$1.74M 4.51% 3
2021
Q1 		$44.4M Sell
291,565
-13,590
-4% -$1.96M 5.06% 3
2020
Q4 		$38M Sell
305,155
-4,515
-1% -$505K 4.9% 3
2020
Q3 		$29.8M Buy
309,670
+2,100
+0.7% +$206K 4.51% 8
2020
Q2 		$28.9M Buy
307,570
+2,950
+1% +$280K 4.45% 7
2020
Q1 		$27.4M Buy
304,620
+1,830
+0.6% +$222K 4.84% 4
2019
Q4 		$42.2M Sell
302,790
-850
-0.3% -$109K 5.78% 2
2019
Q3 		$35.7M Sell
303,640
-2,420
-0.8% -$274K 5.08% 3
2019
Q2 		$34.2M Sell
306,060
-2,540
-0.8% -$280K 4.74% 4
2019
Q1 		$31.2M Sell
308,600
-1,630
-0.5% -$168K 4.62% 4
2018
Q4 		$30.3M Sell
310,230
-4,072
-1% -$434K 5.29% 3
2018
Q3 		$35.5M Sell
314,302
-5,085
-2% -$577K 5.07% 3
2018
Q2 		$33.3M Sell
319,387
-2,341
-0.7% -$257K 4.93% 3
2018
Q1 		$35.4M Sell
321,728
-5,147
-2% -$583K 5.43% 3
2017
Q4 		$35M Sell
326,875
-1,175
-0.4% -$119K 5.18% 5
2017
Q3 		$31.3M Buy
328,050
+380
+0.1% +$35K 4.9% 5
2017
Q2 		$29.9M Sell
327,670
-10,725
-3% -$925K 4.88% 4
2017
Q1 		$29.7M Buy
338,395
+6,445
+2% +$569K 5.07% 4
2016
Q4 		$28.6M Buy
331,950
+9,750
+3% +$743K 4.86% 4
2016
Q3 		$21.5M Sell
322,200
-205
-0.1% -$13.4K 3.91% 7
2016
Q2 		$20M Buy
322,405
+675
+0.2% +$42.2K 3.82% 8
2016
Q1 		$19.1M Buy
321,730
+1,000
+0.3% +$58.4K 3.6% 7
2015
Q4 		$21.2M Buy
320,730
+3,050
+1% +$199K 4.25% 5
2015
Q3 		$19.4M Buy
317,680
+3,260
+1% +$214K 4.05% 7
2015
Q2 		$21.3M Sell
314,420
-1,550
-0.5% -$101K 4.14% 6
2015
Q1 		$19.1M Buy
315,970
+15,525
+5% +$919K 3.76% 7
2014
Q4 		$18.8M Sell
300,445
-1,800
-0.6% -$108K 3.52% 10
2014
Q3 		$18.2M Buy
302,245
+10,600
+4% +$620K 3.43% 8
2014
Q2 		$16.8M Buy
291,645
+24,375
+9% +$1.37M 3.12% 12
2014
Q1 		$16.2M Buy
267,270
+8,800
+3% +$509K 3.17% 9
2013
Q4 		$15.1M Sell
258,470
-300
-0.1% -$16.4K 3.04% 11
2013
Q3 		$13.4M Buy
258,770
+4,500
+2% +$241K 2.85% 14
2013
Q2 		$14M Buy
+254,270
New +$12.9M 3.14% 12

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

Nexus Investment Management's JPM Position: Q2 2026 in Review

Nexus Investment Management reduced its JPMorgan Chase (JPM) stake by 3.2% in Q2 2026, selling an estimated $1.86M and leaving 180,374 shares worth $59M. The position accounts for 7.7% of the portfolio, ranked #1.

Nexus Investment Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $70.1M in Q1 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Nexus Investment Management held 180,374 shares of JPMorgan Chase worth $59M as of Q2 2026.
  • Nexus Investment Management sold 6,005 JPMorgan Chase shares in Q2 2026, an estimated $1.86M.
  • JPMorgan Chase made up 7.7% of Nexus Investment Management's portfolio in Q2 2026, its #1 holding.
  • Nexus Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Nexus Investment Management's JPMorgan Chase position peaked at $70.1M in Q1 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Nexus Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.