NC
Nicholas Company’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.5M | Sell |
250,190
-8,290
| -3% | -$2.4M | 1.21% | 21 |
|
|
2025
Q1 | $63.4M | Sell |
258,480
-6,010
| -2% | -$1.47M | 1.1% | 32 |
|
|
2024
Q4 | $63.4M | Sell |
264,490
-17,860
| -6% | -$4.28M | 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% | -$18.8M | 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% | -$25.4K | 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% | -$11.4K | 1.1% | 23 |
|
|
2022
Q3 | $40M | Hold |
382,555
| – | – | 0.92% | 39 |
|
|
2022
Q2 | $43.1M | Sell |
382,555
-10
| -0% | -$1.13K | 0.94% | 33 |
|
|
2022
Q1 | $52.2M | Sell |
382,565
-40
| -0% | -$5.45K | 0.93% | 35 |
|
|
2021
Q4 | $60.6M | Sell |
382,605
-50
| -0% | -$7.92K | 0.99% | 33 |
|
|
2021
Q3 | $62.6M | Buy |
382,655
+25
| +0% | +$4.09K | 1.1% | 26 |
|
|
2021
Q2 | $59.5M | Sell |
382,630
-21,030
| -5% | -$3.27M | 1.05% | 29 |
|
|
2021
Q1 | $61.4M | Sell |
403,660
-66,585
| -14% | -$10.1M | 1.15% | 20 |
|
|
2020
Q4 | $59.8M | Sell |
470,245
-600
| -0.1% | -$76.2K | 1.13% | 24 |
|
|
2020
Q3 | $45.3M | Buy |
470,845
+15,155
| +3% | +$1.46M | 0.95% | 32 |
|
|
2020
Q2 | $42.9M | Buy |
455,690
+121,065
| +36% | +$11.4M | 0.99% | 27 |
|
|
2020
Q1 | $30.1M | Buy |
334,625
+33,160
| +11% | +$2.99M | 0.85% | 46 |
|
|
2019
Q4 | $42M | Sell |
301,465
-2,225
| -0.7% | -$310K | 0.89% | 36 |
|
|
2019
Q3 | $35.7M | Hold |
303,690
| – | – | 0.81% | 43 |
|
|
2019
Q2 | $34M | Buy |
303,690
+50
| +0% | +$5.59K | 0.76% | 46 |
|
|
2019
Q1 | $30.7M | Buy |
303,640
+97,335
| +47% | +$9.85M | 0.73% | 48 |
|
|
2018
Q4 | $20.1M | Buy |
206,305
+130,120
| +171% | +$12.7M | 0.52% | 61 |
|
|
2018
Q3 | $8.6M | Buy |
+76,185
| New | +$8.6M | 0.19% | 123 |
|