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 Q2	$14M	Buy	42,752 +484	+1%	+$150K	2.15%	11
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Nordwand Advisors's JPM Position: Q2 2026 in Review

Nordwand Advisors increased its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, buying an estimated $150K and bringing the position to 42,752 shares worth $14M. The position accounts for 2.15% of the portfolio, ranked #11.

Nordwand Advisors first reported a position in JPM in Q1 2023 and has held it in 14 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Nordwand Advisors held 42,752 shares of JPMorgan Chase worth $14M as of Q2 2026.
Nordwand Advisors bought 484 JPMorgan Chase shares in Q2 2026, an estimated $150K.
JPMorgan Chase made up 2.15% of Nordwand Advisors's portfolio in Q2 2026, its #11 holding.
Nordwand Advisors first reported a position in JPMorgan Chase in Q1 2023 and has held it in 14 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Nordwand Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.