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NFJ Investment Group’s JPMorgan Chase JPM Stock Holding History

NFJ Investment Group’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 		$55M Buy
168,025
+61,442
+58% +$19.1M 1.86% 12
2026
Q1 		$31.4M Sell
106,583
-13,625
-11% -$4.13M 1.19% 27
2025
Q4 		$38.7M Sell
120,208
-7,300
-6% -$2.26M 1.39% 21
2025
Q3 		$40.2M Sell
127,508
-5,620
-4% -$1.67M 1.38% 18
2025
Q2 		$38.6M Sell
133,128
-3,853
-3% -$983K 1.35% 15
2025
Q1 		$33.6M Sell
136,981
-3,961
-3% -$1.01M 1.13% 26
2024
Q4 		$33.8M Sell
140,942
-1,704
-1% -$397K 1.08% 19
2024
Q3 		$30.1M Sell
142,646
-4,561
-3% -$961K 0.88% 34
2024
Q2 		$29.8M Sell
147,207
-10,941
-7% -$2.14M 0.91% 35
2024
Q1 		$31.7M Sell
158,148
-12,116
-7% -$2.19M 0.87% 36
2023
Q4 		$29M Sell
170,264
-10,772
-6% -$1.63M 0.8% 44
2023
Q3 		$26.3M Sell
181,036
-10,167
-5% -$1.52M 0.76% 48
2023
Q2 		$27.8M Sell
191,203
-268,713
-58% -$37M 0.74% 45
2023
Q1 		$59.9M Sell
459,916
-304,778
-40% -$41.8M 1.6% 12
2022
Q4 		$103M Sell
764,694
-37,121
-5% -$4.7M 2.69% 1
2022
Q3 		$83.3M Sell
801,815
-76,630
-9% -$8.79M 2.17% 1
2022
Q2 		$98.9M Buy
878,445
+224,555
+34% +$27.8M 2.36% 1
2022
Q1 		$89.1M Sell
653,890
-95,371
-13% -$14.1M 1.81% 5
2021
Q4 		$119M Buy
749,261
+7,227
+1% +$1.19M 2.16% 3
2021
Q3 		$121M Buy
742,034
+19,983
+3% +$3.13M 2.38% 2
2021
Q2 		$112M Sell
722,051
-14,772
-2% -$2.32M 2.12% 2
2021
Q1 		$112M Buy
+736,823
New +$106M 2.25% 2

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

NFJ Investment Group's JPM Position: Q2 2026 in Review

NFJ Investment Group increased its JPMorgan Chase (JPM) stake by 58% in Q2 2026, buying an estimated $19.1M and bringing the position to 168,025 shares worth $55M. The position accounts for 1.86% of the portfolio, ranked #12.

NFJ Investment Group first reported a position in JPM in Q1 2021 and has held it in 22 quarters since. The position peaked at $121M in Q3 2021. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • NFJ Investment Group held 168,025 shares of JPMorgan Chase worth $55M as of Q2 2026.
  • NFJ Investment Group bought 61,442 JPMorgan Chase shares in Q2 2026, an estimated $19.1M.
  • JPMorgan Chase made up 1.86% of NFJ Investment Group's portfolio in Q2 2026, its #12 holding.
  • NFJ Investment Group first reported a position in JPMorgan Chase in Q1 2021 and has held it in 22 quarters since.
  • NFJ Investment Group's JPMorgan Chase position peaked at $121M in Q3 2021.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on NFJ Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.