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Novem Group’s JPMorgan Chase JPM Stock Holding History

Novem 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
Q2 		$6.84M Buy
20,907
+18
+0.1% +$5.59K 0.69% 32
2026
Q1 		$6.14M Buy
20,889
+108
+0.5% +$32.8K 0.7% 31
2025
Q4 		$6.7M Sell
20,781
-1,906
-8% -$590K 0.77% 28
2025
Q3 		$7.16M Sell
22,687
-934
-4% -$278K 0.84% 27
2025
Q2 		$6.85M Buy
23,621
+25
+0.1% +$6.38K 0.86% 25
2025
Q1 		$5.79M Buy
23,596
+1,228
+5% +$313K 0.81% 27
2024
Q4 		$5.36M Buy
+22,368
New +$5.21M 0.78% 29

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Novem Group's JPM Position: Q2 2026 in Review

Novem Group increased its JPMorgan Chase (JPM) stake by 0.09% in Q2 2026, buying an estimated $5.59K and bringing the position to 20,907 shares worth $6.84M. The position accounts for 0.69% of the portfolio, ranked #32.

Novem Group first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.16M in Q3 2025. 3,073 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Novem Group held 20,907 shares of JPMorgan Chase worth $6.84M as of Q2 2026.
  • Novem Group bought 18 JPMorgan Chase shares in Q2 2026, an estimated $5.59K.
  • JPMorgan Chase made up 0.69% of Novem Group's portfolio in Q2 2026, its #32 holding.
  • Novem Group first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Novem Group's JPMorgan Chase position peaked at $7.16M in Q3 2025.
  • 3,073 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.