Nicholas Investment Partners’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 | $6.54M | Hold |
19,967
| – | – | 0.37% | 102 |
|
|
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
Nicholas Investment Partners's JPM Position: Q2 2026 in Review
Nicholas Investment Partners held its JPMorgan Chase (JPM) position steady in Q2 2026 at 19,967 shares worth $6.54M. The position accounts for 0.37% of the portfolio, ranked #102.
Nicholas Investment Partners first reported a position in JPM in Q4 2013 and has held it in 29 quarters since. The position peaked at $8.08M in Q4 2021. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Nicholas Investment Partners held 19,967 shares of JPMorgan Chase worth $6.54M as of Q2 2026.
- Nicholas Investment Partners left its JPMorgan Chase share count unchanged in Q2 2026.
- JPMorgan Chase made up 0.37% of Nicholas Investment Partners's portfolio in Q2 2026, its #102 holding.
- Nicholas Investment Partners first reported a position in JPMorgan Chase in Q4 2013 and has held it in 29 quarters since.
- Nicholas Investment Partners's JPMorgan Chase position peaked at $8.08M in Q4 2021.
- 5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Nicholas Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.