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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
Q2 		$1.13M Buy
3,457
+44
+1% +$13.7K 0.06% 133
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 $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 $3.37T AUM 44.26% 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

NFP Retirement Inc's JPM Position: Q2 2026 in Review

NFP Retirement Inc increased its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, buying an estimated $13.7K and bringing the position to 3,457 shares worth $1.13M. The position accounts for 0.06% of the portfolio, ranked #133.

NFP Retirement Inc first reported a position in JPM in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.15M in Q2 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • NFP Retirement Inc held 3,457 shares of JPMorgan Chase worth $1.13M as of Q2 2026.
  • NFP Retirement Inc bought 44 JPMorgan Chase shares in Q2 2026, an estimated $13.7K.
  • JPMorgan Chase made up 0.06% of NFP Retirement Inc's portfolio in Q2 2026, its #133 holding.
  • NFP Retirement Inc first reported a position in JPMorgan Chase in Q3 2021 and has held it in 20 quarters since.
  • NFP Retirement Inc's JPMorgan Chase position peaked at $1.15M in Q2 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.