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Nvest Wealth Strategies’s JPMorgan Chase JPM Stock Holding History

Nvest Wealth Strategies’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 		$64.2K Hold
196
– – 0.04% 47
2026
Q1 		$57.7K Buy
196
+3
+2% +$910 0.04% 53
2025
Q4 		$62.2K Buy
+193
New +$59.8K 0.05% 47

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Nvest Wealth Strategies's JPM Position: Q2 2026 in Review

Nvest Wealth Strategies held its JPMorgan Chase (JPM) position steady in Q2 2026 at 196 shares worth $64.2K. The position accounts for 0.04% of the portfolio, ranked #47.

Nvest Wealth Strategies first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Nvest Wealth Strategies held 196 shares of JPMorgan Chase worth $64.2K as of Q2 2026.
  • Nvest Wealth Strategies left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.04% of Nvest Wealth Strategies's portfolio in Q2 2026, its #47 holding.
  • Nvest Wealth Strategies first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • 3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.