Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s JPMorgan Chase JPM Stock Holding History

Northwestern Mutual Wealth Management’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 		$335M Buy
1,137,453
+19,187
+2% +$5.82M 0.21% 63
2025
Q4 		$360M Buy
1,118,266
+16,508
+1% +$5.11M 0.23% 54
2025
Q3 		$348M Sell
1,101,758
-497
-0% -$148K 0.23% 55
2025
Q2 		$320M Buy
1,102,255
+34,949
+3% +$8.92M 0.23% 52
2025
Q1 		$262M Buy
1,067,306
+39,142
+4% +$9.98M 0.21% 55
2024
Q4 		$246M Buy
1,028,164
+34,510
+3% +$8.04M 0.21% 57
2024
Q3 		$210M Buy
993,654
+17,034
+2% +$3.59M 0.19% 58
2024
Q2 		$198M Buy
976,620
+11,300
+1% +$2.21M 0.19% 58
2024
Q1 		$193M Sell
965,320
-12,368
-1% -$2.23M 0.2% 58
2023
Q4 		$166M Buy
977,688
+11,540
+1% +$1.75M 0.19% 61
2023
Q3 		$140M Buy
966,148
+42,462
+5% +$6.37M 0.18% 57
2023
Q2 		$134M Buy
923,686
+1,084
+0.1% +$149K 0.17% 56
2023
Q1 		$120M Buy
922,602
+27,689
+3% +$3.79M 0.17% 58
2022
Q4 		$120M Sell
894,913
-21,359
-2% -$2.71M 0.18% 59
2022
Q3 		$95.8M Buy
916,272
+53,463
+6% +$6.14M 0.17% 62
2022
Q2 		$97.2M Buy
862,809
+39,652
+5% +$4.91M 0.17% 63
2022
Q1 		$112M Buy
823,157
+48,058
+6% +$7.09M 0.18% 58
2021
Q4 		$123M Buy
775,099
+30,599
+4% +$5.03M 0.2% 56
2021
Q3 		$122M Buy
744,500
+29,625
+4% +$4.64M 0.22% 54
2021
Q2 		$111M Buy
714,875
+61,290
+9% +$9.63M 0.21% 57
2021
Q1 		$99.5M Buy
653,585
+36,753
+6% +$5.29M 0.21% 55
2020
Q4 		$78.4M Buy
616,832
+19,188
+3% +$2.14M 0.18% 59
2020
Q3 		$57.5M Buy
597,644
+39,807
+7% +$3.91M 0.15% 68
2020
Q2 		$52.5M Buy
557,837
+23,401
+4% +$2.22M 0.16% 65
2020
Q1 		$48.1M Buy
534,436
+17,276
+3% +$2.1M 0.19% 56
2019
Q4 		$72.1M Sell
517,160
-11,377
-2% -$1.46M 0.25% 48
2019
Q3 		$62.2M Sell
528,537
-9,851
-2% -$1.11M 0.24% 48
2019
Q2 		$60.2M Buy
538,388
+6,487
+1% +$715K 0.24% 49
2019
Q1 		$53.8M Buy
531,901
+55,269
+12% +$5.69M 0.24% 49
2018
Q4 		$46.5M Buy
476,632
+7,290
+2% +$777K 0.23% 51
2018
Q3 		$53M Buy
469,342
+5,515
+1% +$626K 0.27% 47
2018
Q2 		$48.3M Sell
463,827
-4,952
-1% -$543K 0.27% 47
2018
Q1 		$51.6M Buy
468,779
+34,387
+8% +$3.89M 0.31% 47
2017
Q4 		$46.5M Sell
434,392
-2,495
-0.6% -$253K 0.3% 45
2017
Q3 		$41.7M Buy
436,887
+8,395
+2% +$774K 0.3% 47
2017
Q2 		$39.2M Buy
428,492
+62,882
+17% +$5.43M 0.31% 46
2017
Q1 		$32.1M Sell
365,610
-7,996
-2% -$705K 0.29% 51
2016
Q4 		$32.2M Buy
373,606
+202,307
+118% +$15.4M 0.35% 47
2016
Q3 		$11.4M Sell
171,299
-22,456
-12% -$1.46M 0.75% 24
2016
Q2 		$12M Buy
193,755
+4,558
+2% +$285K 0.17% 98
2016
Q1 		$11.2M Buy
189,197
+12,138
+7% +$709K 0.18% 100
2015
Q4 		$11.7M Buy
177,059
+6,258
+4% +$407K 0.23% 84
2015
Q3 		$10.4M Buy
170,801
+20,056
+13% +$1.31M 0.25% 78
2015
Q2 		$10.2M Buy
150,745
+6,522
+5% +$426K 0.26% 71
2015
Q1 		$8.74M Sell
144,223
-3,432
-2% -$203K 0.24% 78
2014
Q4 		$9.24M Sell
147,655
-40,055
-21% -$2.41M 0.29% 71
2014
Q3 		$11.3M Sell
187,710
-14,555
-7% -$851K 0.4% 50
2014
Q2 		$11.7M Sell
202,265
-5,192
-3% -$292K 0.45% 48
2014
Q1 		$12.6M Sell
207,457
-55,571
-21% -$3.21M 0.53% 42
2013
Q4 		$15.4M Buy
263,028
+7,420
+3% +$407K 0.7% 33
2013
Q3 		$13.2M Buy
255,608
+115,886
+83% +$6.22M 0.69% 35
2013
Q2 		$7.38M Buy
+139,722
New +$7.1M 0.44% 52

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

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

Northwestern Mutual Wealth Management increased its JPMorgan Chase (JPM) stake by 1.7% in Q1 2026, buying an estimated $5.82M and bringing the position to 1,137,453 shares worth $335M. The position accounts for 0.21% of the portfolio, ranked #63.

Northwestern Mutual Wealth Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $360M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Northwestern Mutual Wealth Management held 1,137,453 shares of JPMorgan Chase worth $335M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 19,187 JPMorgan Chase shares in Q1 2026, an estimated $5.82M.
  • JPMorgan Chase made up 0.21% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #63 holding.
  • Northwestern Mutual Wealth Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • Northwestern Mutual Wealth Management's JPMorgan Chase position peaked at $360M in Q4 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.