Nuveen’s JPMorgan Chase JPM Stock Holding History

Nuveen’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
2016 Q3	–	Sell	-10,000	Closed	-$621K	–	1425
2016 Q2	$621K	Buy	+10,000	New	+$625K	﹤0.01%	1140
2016 Q1	–	Sell	-5,000	Closed	-$330K	–	1454
2015 Q4	$330K	Sell	5,000 -6,000	-55%	-$391K	﹤0.01%	1362
2015 Q3	$671K	Hold	11,000	–	–	﹤0.01%	1237
2015 Q2	$745K	Sell	11,000 -10,000	-48%	-$653K	﹤0.01%	1252
2015 Q1	$1.27M	Sell	21,000 -52,000	-71%	-$3.08M	0.01%	1065
2014 Q4	$4.57M	Buy	73,000 +1,000	+1%	+$60.2K	0.03%	569
2014 Q3	$4.34M	Hold	72,000	–	–	0.03%	582
2014 Q2	$4.15M	Buy	72,000 +2,000	+3%	+$112K	0.03%	587
2014 Q1	$4.25M	Sell	70,000 -35,000	-33%	-$2.02M	0.03%	573
2013 Q4	$6.14M	Sell	105,000 -18,000	-15%	-$986K	0.04%	478
2013 Q3	$7.24M	Sell	123,000 -34,000	-22%	-$1.82M	0.05%	442
2013 Q2	$8.29M	Buy	+157,000	New	+$7.98M	0.06%	393

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

Nuveen's JPM Position: Q2 2026 in Review

Nuveen reduced its JPMorgan Chase (JPM) stake by 4.9% in Q2 2026, selling an estimated $230M and leaving 14,324,700 shares worth $4.69B. The position accounts for 1.12% of the portfolio, ranked #11.

Nuveen first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.85B in Q3 2025. 5,152 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Nuveen held 14,324,700 shares of JPMorgan Chase worth $4.69B as of Q2 2026.
Nuveen sold 740,423 JPMorgan Chase shares in Q2 2026, an estimated $230M.
JPMorgan Chase made up 1.12% of Nuveen's portfolio in Q2 2026, its #11 holding.
Nuveen first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
Nuveen's JPMorgan Chase position peaked at $4.85B in Q3 2025.
5,152 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.