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NFP Retirement Inc’s JPMorgan Chase JPM Stock Holding History

NFP Retirement 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
2026
Q1 		$1M Buy
3,413
+25
+0.7% +$7.59K 0.06% 140
2025
Q4 		$1.09M Buy
3,388
+20
+0.6% +$6.19K 0.07% 127
2025
Q3 		$1.06M Sell
3,368
-594
-15% -$177K 0.07% 126
2025
Q2 		$1.15M Sell
3,962
-282
-7% -$72K 0.08% 124
2025
Q1 		$1.04M Buy
4,244
+177
+4% +$45.1K 0.08% 117
2024
Q4 		$975K Buy
4,067
+230
+6% +$53.6K 0.08% 122
2024
Q3 		$809K Sell
3,837
-1,044
-21% -$220K 0.07% 136
2024
Q2 		$987K Sell
4,881
-55
-1% -$10.8K 0.08% 120
2024
Q1 		$989K Buy
4,936
+427
+9% +$77K 0.09% 117
2023
Q4 		$767K Buy
4,509
+195
+5% +$29.6K 0.13% 111
2023
Q3 		$626K Sell
4,314
-186
-4% -$27.9K 0.12% 127
2023
Q2 		$655K Buy
4,500
+1
+0% +$138 0.12% 127
2023
Q1 		$586K Buy
4,499
+1,507
+50% +$206K 0.12% 137
2022
Q4 		$401K Sell
2,992
-1,621
-35% -$205K 0.09% 163
2022
Q3 		$482K Buy
4,613
+62
+1% +$7.12K 0.12% 143
2022
Q2 		$512K Sell
4,551
-73
-2% -$9.04K 0.13% 131
2022
Q1 		$630K Buy
4,624
+1,362
+42% +$201K 0.15% 114
2021
Q4 		$517K Buy
3,262
+7
+0.2% +$1.15K 0.18% 87
2021
Q3 		$533K Buy
+3,255
New +$510K 0.22% 80

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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

NFP Retirement Inc's JPM Position: Q1 2026 in Review

NFP Retirement Inc increased its JPMorgan Chase (JPM) stake by 0.74% in Q1 2026, buying an estimated $7.59K and bringing the position to 3,413 shares worth $1M. The position accounts for 0.06% of the portfolio, ranked #140.

NFP Retirement Inc first reported a position in JPM in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.15M in Q2 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • NFP Retirement Inc held 3,413 shares of JPMorgan Chase worth $1M as of Q1 2026.
  • NFP Retirement Inc bought 25 JPMorgan Chase shares in Q1 2026, an estimated $7.59K.
  • JPMorgan Chase made up 0.06% of NFP Retirement Inc's portfolio in Q1 2026, its #140 holding.
  • NFP Retirement Inc first reported a position in JPMorgan Chase in Q3 2021 and has held it in 19 quarters since.
  • NFP Retirement Inc's JPMorgan Chase position peaked at $1.15M in Q2 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.