Nordwand Advisors’s JPMorgan Chase JPM Stock Holding History

Nordwand Advisors’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	$12.4M	Buy	42,268 +215	+0.5%	+$65.2K	2.17%	7
2025 Q4	$13.6M	Sell	42,053 -60	-0.1%	-$18.6K	2.37%	6
2025 Q3	$13.3M	Buy	42,113 +4,263	+11%	+$1.27M	2.11%	7
2025 Q2	$11M	Buy	37,850 +37,411	+8,522%	+$9.55M	1.72%	9
2025 Q1	$108K	Hold	439	–	–	0.04%	30
2024 Q4	$105K	Hold	439	–	–	0.04%	34
2024 Q3	$92.6K	Hold	439	–	–	0.02%	39
2024 Q2	$88.8K	Hold	439	–	–	0.04%	59
2024 Q1	$87.9K	Hold	439	–	–	0.03%	60
2023 Q4	$74.7K	Hold	439	–	–	0.02%	60
2023 Q3	$63.7K	Buy	439 +209	+91%	+$31.3K	0.01%	57
2023 Q2	$33.5K	Hold	230	–	–	0.01%	70
2023 Q1	$30K	Buy	+230	New	+$31.5K	﹤0.01%	75

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Nordwand Advisors's JPM Position: Q1 2026 in Review

Nordwand Advisors increased its JPMorgan Chase (JPM) stake by 0.51% in Q1 2026, buying an estimated $65.2K and bringing the position to 42,268 shares worth $12.4M. The position accounts for 2.17% of the portfolio, ranked #7.

Nordwand Advisors first reported a position in JPM in Q1 2023 and has held it in 13 quarters since. The position peaked at $13.6M in Q4 2025. 5,058 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Nordwand Advisors held 42,268 shares of JPMorgan Chase worth $12.4M as of Q1 2026.
Nordwand Advisors bought 215 JPMorgan Chase shares in Q1 2026, an estimated $65.2K.
JPMorgan Chase made up 2.17% of Nordwand Advisors's portfolio in Q1 2026, its #7 holding.
Nordwand Advisors first reported a position in JPMorgan Chase in Q1 2023 and has held it in 13 quarters since.
Nordwand Advisors's JPMorgan Chase position peaked at $13.6M in Q4 2025.
5,058 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Nordwand Advisors's 13F filing for Q1 2026, filed 7 May 2026.