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Nicholas Investment Partners’s JPMorgan Chase JPM Stock Holding History

Nicholas Investment Partners’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 		$5.87M Hold
19,967
– – 0.42% 83
2025
Q4 		$6.43M Hold
19,967
– – 0.47% 80
2025
Q3 		$6.3M Hold
19,967
– – 0.48% 66
2025
Q2 		$5.79M Hold
19,967
– – 0.52% 74
2025
Q1 		$4.9M Hold
19,967
– – 0.5% 79
2024
Q4 		$4.79M Hold
19,967
– – 0.42% 85
2024
Q3 		$4.21M Hold
19,967
– – 0.39% 101
2024
Q2 		$4.04M Hold
19,967
– – 0.42% 86
2024
Q1 		$4M Hold
19,967
– – 0.41% 91
2023
Q4 		$3.4M Sell
19,967
-11,930
-37% -$1.81M 0.4% 97
2023
Q3 		$4.63M Hold
31,897
– – 0.35% 72
2023
Q2 		$4.64M Buy
31,897
+6,174
+24% +$849K 0.32% 81
2023
Q1 		$3.35M Buy
+25,723
New +$3.52M 0.25% 97
2022
Q1 		– Sell
-51,000
Closed -$8.08M – 201
2021
Q4 		$8.08M Buy
51,000
+21,000
+70% +$3.45M 0.51% 77
2021
Q3 		$4.91M Buy
+30,000
New +$4.7M 0.36% 101
2019
Q1 		– Sell
-35,545
Closed -$3.47M – 221
2018
Q4 		$3.47M Buy
+35,545
New +$3.79M 0.37% 98
2017
Q3 		– Sell
-38,302
Closed -$3.5M – 264
2017
Q2 		$3.5M Sell
38,302
-17,895
-32% -$1.54M 0.25% 144
2017
Q1 		$4.94M Buy
56,197
+7,133
+15% +$629K 0.35% 95
2016
Q4 		$4.23M Sell
49,064
-35,945
-42% -$2.74M 0.32% 121
2016
Q3 		$5.66M Buy
85,009
+7,978
+10% +$520K 0.38% 73
2016
Q2 		$4.79M Buy
77,031
+56,859
+282% +$3.55M 0.33% 103
2016
Q1 		$1.2M Sell
20,172
-10,422
-34% -$609K 0.09% 275
2015
Q4 		$2.02M Buy
+30,594
New +$1.99M 0.14% 252
2015
Q1 		– Sell
-19,274
Closed -$1.21M – 324
2014
Q4 		$1.21M Hold
19,274
– – 0.08% 283
2014
Q3 		$1.16M Sell
19,274
-7,382
-28% -$432K 0.07% 278
2014
Q2 		$1.54M Hold
26,656
– – 0.09% 255
2014
Q1 		$1.62M Sell
26,656
-2,090
-7% -$121K 0.13% 247
2013
Q4 		$1.68M Buy
+28,746
New +$1.57M 0.13% 248

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

Nicholas Investment Partners's JPM Position: Q1 2026 in Review

Nicholas Investment Partners held its JPMorgan Chase (JPM) position steady in Q1 2026 at 19,967 shares worth $5.87M. The position accounts for 0.42% of the portfolio, ranked #83.

Nicholas Investment Partners first reported a position in JPM in Q4 2013 and has held it in 28 quarters since. The position peaked at $8.08M in Q4 2021. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Nicholas Investment Partners held 19,967 shares of JPMorgan Chase worth $5.87M as of Q1 2026.
  • Nicholas Investment Partners left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.42% of Nicholas Investment Partners's portfolio in Q1 2026, its #83 holding.
  • Nicholas Investment Partners first reported a position in JPMorgan Chase in Q4 2013 and has held it in 28 quarters since.
  • Nicholas Investment Partners's JPMorgan Chase position peaked at $8.08M in Q4 2021.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Nicholas Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.