Northwestern Mutual Investment Management Company’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
$25.4M Sell
86,271
-711
-0.8% -$216K 0.38% 23
2025
Q4
$28M Sell
86,982
-657
-0.7% -$203K 0.33% 22
2025
Q3
$27.6M Sell
87,639
-1,016
-1% -$302K 0.4% 18
2025
Q2
$25.7M Sell
88,655
-275
-0.3% -$70.2K 0.4% 18
2025
Q1
$21.8M Sell
88,930
-460
-0.5% -$117K 0.35% 20
2024
Q4
$21.4M Sell
89,390
-783
-0.9% -$182K 0.47% 19
2024
Q3
$19M Sell
90,173
-1,215
-1% -$256K 0.44% 19
2024
Q2
$18.5M Sell
91,388
-348
-0.4% -$68K 0.48% 19
2024
Q1
$18.4M Buy
91,736
+228
+0.2% +$41.1K 0.48% 18
2023
Q4
$15.6M Sell
91,508
-219
-0.2% -$33.2K 0.41% 19
2023
Q3
$13.3M Sell
91,727
-452
-0.5% -$67.8K 0.36% 21
2023
Q2
$13.4M Sell
92,179
-23
-0% -$3.16K 0.35% 21
2023
Q1
$12M Buy
92,202
+269
+0.3% +$36.9K 0.31% 21
2022
Q4
$12.3M Sell
91,933
-16,989
-16% -$2.15M 0.32% 18
2022
Q3
$11.4M Sell
108,922
-22,279
-17% -$2.56M 0.28% 19
2022
Q2
$14.8M Buy
131,201
+1,211
+0.9% +$150K 0.33% 20
2022
Q1
$17.7M Sell
129,990
-18,260
-12% -$2.7M 0.39% 24
2021
Q4
$23.5M Sell
148,250
-1,536
-1% -$252K 0.45% 19
2021
Q3
$24.5M Buy
149,786
+12,317
+9% +$1.93M 0.49% 19
2021
Q2
$21.4M Sell
137,469
-868
-0.6% -$136K 0.37% 25
2021
Q1
$21.1M Sell
138,337
-28,944
-17% -$4.16M 0.36% 23
2020
Q4
$21.3M Sell
167,281
-105
-0.1% -$11.7K 0.28% 24
2020
Q3
$15.7M Hold
167,386
0.22% 28
2020
Q2
$15.7M Sell
167,386
-81,837
-33% -$7.76M 0.22% 27
2020
Q1
$22.4M Buy
249,223
+127,386
+105% +$15.5M 0.34% 20
2019
Q4
$17M Buy
121,837
+72
+0.1% +$9.23K 0.31% 32
2019
Q3
$14.3M Sell
121,765
-1,281
-1% -$145K 0.31% 33
2019
Q2
$13.8M Sell
123,046
-374,495
-75% -$41.3M 0.32% 36
2019
Q1
$50.4M Sell
497,541
-5,000
-1% -$515K 0.92% 24
2018
Q4
$49.1M Sell
502,541
-85,583
-15% -$9.12M 0.82% 22
2018
Q3
$66.4M Sell
588,124
-63,875
-10% -$7.25M 1.01% 19
2018
Q2
$67.9M Buy
651,999
+27,305
+4% +$3M 1.01% 11
2018
Q1
$68.7M Sell
624,694
-159,031
-20% -$18M 1.14% 12
2017
Q4
$83.8M Sell
783,725
-5,226
-0.7% -$529K 1.38% 11
2017
Q3
$75.4M Sell
788,951
-26,325
-3% -$2.43M 1.24% 13
2017
Q2
$74.5M Buy
815,276
+93,231
+13% +$8.04M 1.26% 11
2017
Q1
$63.4M Buy
722,045
+311,157
+76% +$27.5M 1.12% 12
2016
Q4
$35.5M Buy
410,888
+53,546
+15% +$4.08M 0.7% 12
2016
Q3
$23.8M Buy
357,342
+54,865
+18% +$3.58M 0.5% 19
2016
Q2
$18.8M Buy
302,477
+82,646
+38% +$5.16M 0.4% 47
2016
Q1
$13M Buy
219,831
+79,988
+57% +$4.67M 0.28% 69
2015
Q4
$9.23M Buy
139,843
+2,482
+2% +$162K 0.2% 96
2015
Q3
$8.38M Sell
137,361
-537
-0.4% -$35.2K 0.18% 96
2015
Q2
$9.34M Sell
137,898
-246,546
-64% -$16.1M 0.19% 101
2015
Q1
$23.3M Buy
+384,444
New +$22.8M 0.47% 47

Other funds holding JPM

Northwestern Mutual Investment Management Company's JPM Position: Q1 2026 in Review

Northwestern Mutual Investment Management Company reduced its JPMorgan Chase (JPM) stake by 0.82% in Q1 2026, selling an estimated $216K and leaving 86,271 shares worth $25.4M. The position accounts for 0.38% of the portfolio, ranked #23.

Northwestern Mutual Investment Management Company first reported a position in JPM in Q1 2015 and has held it in 45 quarters since. The position peaked at $83.8M in Q4 2017. 5,069 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Northwestern Mutual Investment Management Company held 86,271 shares of JPMorgan Chase worth $25.4M as of Q1 2026.
  • Northwestern Mutual Investment Management Company sold 711 JPMorgan Chase shares in Q1 2026, an estimated $216K.
  • JPMorgan Chase made up 0.38% of Northwestern Mutual Investment Management Company's portfolio in Q1 2026, its #23 holding.
  • Northwestern Mutual Investment Management Company first reported a position in JPMorgan Chase in Q1 2015 and has held it in 45 quarters since.
  • Northwestern Mutual Investment Management Company's JPMorgan Chase position peaked at $83.8M in Q4 2017.
  • 5,069 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Northwestern Mutual Investment Management Company's 13F filing for Q1 2026, filed 8 May 2026.