NWI Management’s JPMorgan Chase JPM Stock Holding History

NWI Management’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	$16.2M	Hold	55,000	–	–	0.92%	25
2025 Q4	$17.7M	Sell	55,000 -1,000	-2%	-$310K	0.82%	30
2025 Q3	$17.7M	Hold	56,000	–	–	0.94%	29
2025 Q2	$16.2M	Hold	56,000	–	–	0.84%	28
2025 Q1	$13.7M	Hold	56,000	–	–	1.73%	17
2024 Q4	$13.4M	Sell	56,000 -2,000	-3%	-$466K	0.59%	27
2024 Q3	$12.2M	Sell	58,000 -2,000	-3%	-$421K	0.32%	23
2024 Q2	$12.1M	Hold	60,000	–	–	0.44%	17
2024 Q1	$12M	Hold	60,000	–	–	0.37%	22
2023 Q4	$10.2M	Hold	60,000	–	–	0.25%	20
2023 Q3	$8.7M	Hold	60,000	–	–	0.42%	21
2023 Q2	$8.73M	Hold	60,000	–	–	1.57%	17
2023 Q1	$7.82M	Hold	60,000	–	–	0.86%	26
2022 Q4	$8.05M	Hold	60,000	–	–	1.78%	20
2022 Q3	$6.27M	Hold	60,000	–	–	1.1%	26
2022 Q2	$6.76M	Hold	60,000	–	–	0.4%	34
2022 Q1	$8.18M	Hold	60,000	–	–	0.94%	24
2021 Q4	$9.5M	Hold	60,000	–	–	0.62%	29
2021 Q3	$9.82M	Hold	60,000	–	–	0.61%	29
2021 Q2	$9.33M	Hold	60,000	–	–	0.57%	34
2021 Q1	$9.13M	Hold	60,000	–	–	0.76%	31
2020 Q4	$7.62M	Hold	60,000	–	–	0.76%	28
2020 Q3	$5.78M	Hold	60,000	–	–	0.5%	24
2020 Q2	$5.64M	Buy	+60,000	New	+$5.69M	0.45%	23

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

NWI Management's JPM Position: Q1 2026 in Review

NWI Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 55,000 shares worth $16.2M. The position accounts for 0.92% of the portfolio, ranked #25.

NWI Management first reported a position in JPM in Q2 2020 and has held it in 24 quarters since. The position peaked at $17.7M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

NWI Management held 55,000 shares of JPMorgan Chase worth $16.2M as of Q1 2026.
NWI Management left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.92% of NWI Management's portfolio in Q1 2026, its #25 holding.
NWI Management first reported a position in JPMorgan Chase in Q2 2020 and has held it in 24 quarters since.
NWI Management's JPMorgan Chase position peaked at $17.7M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on NWI Management's 13F filing for Q1 2026, filed 15 May 2026.