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Nvest Financial’s JPMorgan Chase JPM Stock Holding History

Nvest Financial’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 		$6.41M Sell
19,583
-142
-0.7% -$44.1K 2.03% 13
2026
Q1 		$5.8M Buy
19,725
+288
+1% +$87.4K 2.16% 11
2025
Q4 		$6.26M Buy
19,437
+4,823
+33% +$1.49M 2.6% 9
2025
Q3 		$4.61M Sell
14,614
-4,733
-24% -$1.41M 2.65% 8
2025
Q2 		$5.61M Buy
19,347
+282
+1% +$72K 2.92% 8
2025
Q1 		$4.68M Hold
19,065
– – 2.5% 9
2024
Q4 		$4.57M Buy
19,065
+1,497
+9% +$349K 2.32% 11
2024
Q3 		$3.7M Sell
17,568
-214
-1% -$45.1K 2.11% 11
2024
Q2 		$3.6M Buy
17,782
+17
+0.1% +$3.32K 2.21% 13
2024
Q1 		$3.56M Buy
17,765
+527
+3% +$95.1K 2.37% 13
2023
Q4 		$2.93M Buy
17,238
+944
+6% +$143K 2.31% 14
2023
Q3 		$2.36M Buy
16,294
+431
+3% +$64.6K 2.21% 14
2023
Q2 		$2.31M Buy
15,863
+1,509
+11% +$208K 2.02% 16
2023
Q1 		$1.87M Buy
14,354
+719
+5% +$98.5K 1.95% 17
2022
Q4 		$1.83M Buy
13,635
+620
+5% +$78.6K 2.29% 15
2022
Q3 		$1.36M Buy
13,015
+216
+2% +$24.8K 1.92% 17
2022
Q2 		$1.44M Sell
12,799
-148
-1% -$18.3K 1.51% 22
2022
Q1 		$1.76M Buy
+12,947
New +$1.91M 1.45% 19

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Nvest Financial's JPM Position: Q2 2026 in Review

Nvest Financial reduced its JPMorgan Chase (JPM) stake by 0.72% in Q2 2026, selling an estimated $44.1K and leaving 19,583 shares worth $6.41M. The position accounts for 2.03% of the portfolio, ranked #13.

Nvest Financial first reported a position in JPM in Q1 2022 and has held it in 18 quarters since. 5,136 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Nvest Financial held 19,583 shares of JPMorgan Chase worth $6.41M as of Q2 2026.
  • Nvest Financial sold 142 JPMorgan Chase shares in Q2 2026, an estimated $44.1K.
  • JPMorgan Chase made up 2.03% of Nvest Financial's portfolio in Q2 2026, its #13 holding.
  • Nvest Financial first reported a position in JPMorgan Chase in Q1 2022 and has held it in 18 quarters since.
  • 5,136 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.