NG
JPM icon

Norden Group’s JPMorgan Chase JPM Stock Holding History

Norden 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
Q1 		$6.93M Sell
23,568
-1,021
-4% -$310K 0.67% 28
2025
Q4 		$7.92M Buy
24,589
+2,562
+12% +$793K 0.78% 21
2025
Q3 		$6.95M Buy
22,027
+1,135
+5% +$338K 0.71% 29
2025
Q2 		$6.06M Sell
20,892
-275
-1% -$70.2K 0.66% 29
2025
Q1 		$5.19M Sell
21,167
-174
-0.8% -$44.4K 0.6% 31
2024
Q4 		$5.12M Buy
21,341
+623
+3% +$145K 0.58% 35
2024
Q3 		$4.37M Buy
20,718
+3,962
+24% +$835K 0.52% 47
2024
Q2 		$3.39M Sell
16,756
-2,113
-11% -$413K 0.69% 32
2024
Q1 		$3.78M Buy
+18,869
New +$3.4M 0.77% 31

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

Norden Group's JPM Position: Q1 2026 in Review

Norden Group reduced its JPMorgan Chase (JPM) stake by 4.2% in Q1 2026, selling an estimated $310K and leaving 23,568 shares worth $6.93M. The position accounts for 0.67% of the portfolio, ranked #28.

Norden Group first reported a position in JPM in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.92M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Norden Group held 23,568 shares of JPMorgan Chase worth $6.93M as of Q1 2026.
  • Norden Group sold 1,021 JPMorgan Chase shares in Q1 2026, an estimated $310K.
  • JPMorgan Chase made up 0.67% of Norden Group's portfolio in Q1 2026, its #28 holding.
  • Norden Group first reported a position in JPMorgan Chase in Q1 2024 and has held it in 9 quarters since.
  • Norden Group's JPMorgan Chase position peaked at $7.92M in Q4 2025.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Norden Group's 13F filing for Q1 2026, filed 15 Apr 2026.