Nisa Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $262M | Sell |
890,157
-253,069
| -22% | -$76.8M | 0.97% | 10 |
|
|
2025
Q4 | $368M | Buy |
1,143,226
+186,052
| +19% | +$57.6M | 1.22% | 10 |
|
|
2025
Q3 | $302M | Buy |
957,174
+21,650
| +2% | +$6.44M | 1.17% | 10 |
|
|
2025
Q2 | $271M | Sell |
935,524
-5,282
| -0.6% | -$1.35M | 1.22% | 10 |
|
|
2025
Q1 | $231M | Sell |
940,806
-8,324
| -0.9% | -$2.12M | 1.15% | 10 |
|
|
2024
Q4 | $228M | Sell |
949,130
-15,228
| -2% | -$3.55M | 0.88% | 13 |
|
|
2024
Q3 | $203M | Sell |
964,358
-20,076
| -2% | -$4.23M | 1.2% | 10 |
|
|
2024
Q2 | $199M | Buy |
984,434
+38,540
| +4% | +$7.53M | 1.25% | 9 |
|
|
2024
Q1 | $189M | Sell |
945,894
-39,096
| -4% | -$7.05M | 1.23% | 8 |
|
|
2023
Q4 | $168M | Sell |
984,990
-19,836
| -2% | -$3.01M | 1.19% | 9 |
|
|
2023
Q3 | $146M | Buy |
1,004,826
+14,562
| +1% | +$2.18M | 1.11% | 8 |
|
|
2023
Q2 | $144M | Buy |
990,264
+964
| +0.1% | +$133K | 1.06% | 9 |
|
|
2023
Q1 | $129M | Sell |
989,300
-122,380
| -11% | -$16.8M | 1.01% | 8 |
|
|
2022
Q4 | $149M | Buy |
1,111,680
+136,353
| +14% | +$17.3M | 1.18% | 7 |
|
|
2022
Q3 | $102M | Buy |
975,327
+2,158
| +0.2% | +$248K | 0.87% | 11 |
|
|
2022
Q2 | $110M | Sell |
973,169
-9,786
| -1% | -$1.21M | 0.96% | 10 |
|
|
2022
Q1 | $134M | Sell |
982,955
-20,582
| -2% | -$3.04M | 0.94% | 12 |
|
|
2021
Q4 | $149M | Sell |
1,003,537
-17,086
| -2% | -$2.81M | 1.12% | 11 |
|
|
2021
Q3 | $167K | Sell |
1,020,623
-9,189
| -0.9% | -$1.44M | 1.01% | 9 |
|
|
2021
Q2 | $160K | Sell |
1,029,812
-66,813
| -6% | -$10.5M | 1% | 10 |
|
|
2021
Q1 | $167K | Sell |
1,096,625
-42,930
| -4% | -$6.18M | 1.06% | 9 |
|
|
2020
Q4 | $145M | Buy |
1,139,555
+1,657
| +0.1% | +$185K | 0.93% | 10 |
|
|
2020
Q3 | $110M | Sell |
1,137,898
-57,747
| -5% | -$5.67M | 0.88% | 16 |
|
|
2020
Q2 | $112M | Sell |
1,195,645
-13,019
| -1% | -$1.24M | 1.03% | 11 |
|
|
2020
Q1 | $109M | Sell |
1,208,664
-3,941
| -0.3% | -$479K | 1.21% | 8 |
|
|
2019
Q4 | $169M | Sell |
1,212,605
-48,750
| -4% | -$6.25M | 1.45% | 5 |
|
|
2019
Q3 | $148M | Sell |
1,261,355
-32,936
| -3% | -$3.73M | 1.32% | 6 |
|
|
2019
Q2 | $145M | Sell |
1,294,291
-45,896
| -3% | -$5.06M | 1.37% | 4 |
|
|
2019
Q1 | $136M | Buy |
1,340,187
+15,050
| +1% | +$1.55M | 1.32% | 7 |
|
|
2018
Q4 | $129M | Sell |
1,325,137
-89,722
| -6% | -$9.56M | 1.44% | 5 |
|
|
2018
Q3 | $160M | Buy |
1,414,859
+77,320
| +6% | +$8.78M | 1.45% | 5 |
|
|
2018
Q2 | $139M | Buy |
1,337,539
+75,236
| +6% | +$8.25M | 1.43% | 5 |
|
|
2018
Q1 | $140M | Sell |
1,262,303
-37,250
| -3% | -$4.22M | 1.47% | 5 |
|
|
2017
Q4 | $139M | Buy |
1,299,553
+11,910
| +0.9% | +$1.21M | 1.43% | 7 |
|
|
2017
Q3 | $123M | Sell |
1,287,643
-865
| -0.1% | -$79.8K | 1.38% | 5 |
|
|
2017
Q2 | $116M | Sell |
1,288,508
-9,428
| -0.7% | -$813K | 1.36% | 5 |
|
|
2017
Q1 | $114M | Sell |
1,297,936
-16,343
| -1% | -$1.44M | 1.35% | 5 |
|
|
2016
Q4 | $113M | Sell |
1,314,279
-5,419
| -0.4% | -$413K | 1.38% | 5 |
|
|
2016
Q3 | $87.9M | Sell |
1,319,698
-18,134
| -1% | -$1.18M | 1.14% | 8 |
|
|
2016
Q2 | $83.1M | Buy |
1,337,832
+34,306
| +3% | +$2.14M | 1.12% | 8 |
|
|
2016
Q1 | $77.2M | Buy |
1,303,526
+2,520
| +0.2% | +$147K | 1.11% | 9 |
|
|
2015
Q4 | $85.9M | Sell |
1,301,006
-11,980
| -0.9% | -$780K | 1.23% | 8 |
|
|
2015
Q3 | $80.4M | Sell |
1,312,986
-17,895
| -1% | -$1.17M | 1.23% | 8 |
|
|
2015
Q2 | $90.2M | Sell |
1,330,881
-18,084
| -1% | -$1.18M | 1.28% | 8 |
|
|
2015
Q1 | $81.7M | Buy |
1,348,965
+6,700
| +0.5% | +$397K | 1.13% | 8 |
|
|
2014
Q4 | $84M | Sell |
1,342,265
-24,800
| -2% | -$1.49M | 1.15% | 10 |
|
|
2014
Q3 | $82.3M | Sell |
1,367,065
-47,800
| -3% | -$2.79M | 1.15% | 9 |
|
|
2014
Q2 | $81.5M | Sell |
1,414,865
-691
| -0% | -$38.8K | 1.13% | 10 |
|
|
2014
Q1 | $85.9M | Sell |
1,415,556
-8,900
| -0.6% | -$514K | 1.22% | 11 |
|
|
2013
Q4 | $83.3M | Sell |
1,424,456
-14,931
| -1% | -$818K | 1.19% | 11 |
|
|
2013
Q3 | $74.4M | Sell |
1,439,387
-23,018
| -2% | -$1.23M | 1.14% | 12 |
|
|
2013
Q2 | $77.2M | Buy |
+1,462,405
| New | +$74.3M | 1.2% | 13 |
|
Other funds holding JPM
VCM
VPM
Nisa Investment Advisors's JPM Position: Q1 2026 in Review
Nisa Investment Advisors reduced its JPMorgan Chase (JPM) stake by 22% in Q1 2026, selling an estimated $76.8M and leaving 890,157 shares worth $262M. The position accounts for 0.97% of the portfolio, ranked #10.
Nisa Investment Advisors first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $368M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Nisa Investment Advisors held 890,157 shares of JPMorgan Chase worth $262M as of Q1 2026.
- Nisa Investment Advisors sold 253,069 JPMorgan Chase shares in Q1 2026, an estimated $76.8M.
- JPMorgan Chase made up 0.97% of Nisa Investment Advisors's portfolio in Q1 2026, its #10 holding.
- Nisa Investment Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Nisa Investment Advisors's JPMorgan Chase position peaked at $368M in Q4 2025.
- 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.