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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
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 $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

Nvest Financial's JPM Position: Q1 2026 in Review

Nvest Financial increased its JPMorgan Chase (JPM) stake by 1.5% in Q1 2026, buying an estimated $87.4K and bringing the position to 19,725 shares worth $5.8M. The position accounts for 2.16% of the portfolio, ranked #11.

Nvest Financial first reported a position in JPM in Q1 2022 and has held it in 17 quarters since. The position peaked at $6.26M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Nvest Financial held 19,725 shares of JPMorgan Chase worth $5.8M as of Q1 2026.
  • Nvest Financial bought 288 JPMorgan Chase shares in Q1 2026, an estimated $87.4K.
  • JPMorgan Chase made up 2.16% of Nvest Financial's portfolio in Q1 2026, its #11 holding.
  • Nvest Financial first reported a position in JPMorgan Chase in Q1 2022 and has held it in 17 quarters since.
  • Nvest Financial's JPMorgan Chase position peaked at $6.26M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.