Nicholas Company’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $81.3M | Buy |
248,520
+130
| +0.1% | +$40.4K | 1.49% | 13 |
|
|
2026
Q1 | $73.1M | Sell |
248,390
-200
| -0.1% | -$60.7K | 1.43% | 15 |
|
|
2025
Q4 | $80.1M | Hold |
248,590
| – | – | 1.4% | 13 |
|
|
2025
Q3 | $78.4M | Sell |
248,590
-1,600
| -0.6% | -$476K | 1.33% | 14 |
|
|
2025
Q2 | $72.5M | Sell |
250,190
-8,290
| -3% | -$2.12M | 1.21% | 21 |
|
|
2025
Q1 | $63.4M | Sell |
258,480
-6,010
| -2% | -$1.53M | 1.1% | 32 |
|
|
2024
Q4 | $63.4M | Sell |
264,490
-17,860
| -6% | -$4.16M | 1.03% | 31 |
|
|
2024
Q3 | $59.5M | Sell |
282,350
-6,820
| -2% | -$1.44M | 0.97% | 39 |
|
|
2024
Q2 | $58.5M | Sell |
289,170
-93,125
| -24% | -$18.2M | 0.97% | 37 |
|
|
2024
Q1 | $76.6M | Hold |
382,295
| – | – | 1.27% | 19 |
|
|
2023
Q4 | $65M | Hold |
382,295
| – | – | 1.15% | 26 |
|
|
2023
Q3 | $55.4M | Sell |
382,295
-175
| -0% | -$26.2K | 1.11% | 29 |
|
|
2023
Q2 | $55.6M | Hold |
382,470
| – | – | 1.06% | 30 |
|
|
2023
Q1 | $49.8M | Hold |
382,470
| – | – | 1.01% | 36 |
|
|
2022
Q4 | $51.3M | Sell |
382,470
-85
| -0% | -$10.8K | 1.1% | 23 |
|
|
2022
Q3 | $40M | Hold |
382,555
| – | – | 0.92% | 39 |
|
|
2022
Q2 | $43.1M | Sell |
382,555
-10
| -0% | -$1.24K | 0.94% | 33 |
|
|
2022
Q1 | $52.2M | Sell |
382,565
-40
| -0% | -$5.9K | 0.93% | 35 |
|
|
2021
Q4 | $60.6M | Sell |
382,605
-50
| -0% | -$8.21K | 0.99% | 33 |
|
|
2021
Q3 | $62.6M | Buy |
382,655
+25
| +0% | +$3.92K | 1.1% | 26 |
|
|
2021
Q2 | $59.5M | Sell |
382,630
-21,030
| -5% | -$3.3M | 1.05% | 29 |
|
|
2021
Q1 | $61.4M | Sell |
403,660
-66,585
| -14% | -$9.58M | 1.15% | 20 |
|
|
2020
Q4 | $59.8M | Sell |
470,245
-600
| -0.1% | -$67.1K | 1.13% | 24 |
|
|
2020
Q3 | $45.3M | Buy |
470,845
+15,155
| +3% | +$1.49M | 0.95% | 32 |
|
|
2020
Q2 | $42.9M | Buy |
455,690
+121,065
| +36% | +$11.5M | 0.99% | 27 |
|
|
2020
Q1 | $30.1M | Buy |
334,625
+33,160
| +11% | +$4.03M | 0.85% | 46 |
|
|
2019
Q4 | $42M | Sell |
301,465
-2,225
| -0.7% | -$285K | 0.89% | 36 |
|
|
2019
Q3 | $35.7M | Hold |
303,690
| – | – | 0.81% | 43 |
|
|
2019
Q2 | $34M | Buy |
303,690
+50
| +0% | +$5.51K | 0.76% | 46 |
|
|
2019
Q1 | $30.7M | Buy |
303,640
+97,335
| +47% | +$10M | 0.73% | 48 |
|
|
2018
Q4 | $20.1M | Buy |
206,305
+130,120
| +171% | +$13.9M | 0.52% | 61 |
|
|
2018
Q3 | $8.6M | Buy |
+76,185
| New | +$8.65M | 0.19% | 123 |
|
Other funds holding JPM
Nicholas Company's JPM Position: Q2 2026 in Review
Nicholas Company increased its JPMorgan Chase (JPM) stake by 0.05% in Q2 2026, buying an estimated $40.4K and bringing the position to 248,520 shares worth $81.3M. The position accounts for 1.49% of the portfolio, ranked #13.
Nicholas Company first reported a position in JPM in Q3 2018 and has held it in 32 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Nicholas Company held 248,520 shares of JPMorgan Chase worth $81.3M as of Q2 2026.
- Nicholas Company bought 130 JPMorgan Chase shares in Q2 2026, an estimated $40.4K.
- JPMorgan Chase made up 1.49% of Nicholas Company's portfolio in Q2 2026, its #13 holding.
- Nicholas Company first reported a position in JPMorgan Chase in Q3 2018 and has held it in 32 quarters since.
- 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Nicholas Company's 13F filing for Q2 2026, filed 5 Aug 2026.