Nichols & Pratt Advisers’s JPMorgan Chase JPM Stock Holding History

Nichols & Pratt Advisers’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 Q2	$7.43M	Buy	22,707 +11	+0%	+$3.42K	0.45%	37
2026 Q1	$6.68M	Sell	22,696 -37	-0.2%	-$11.2K	0.43%	35
2025 Q4	$7.33M	Sell	22,733 -64	-0.3%	-$19.8K	0.46%	35
2025 Q3	$7.19M	Hold	22,797	–	–	0.45%	36
2025 Q2	$6.61M	Buy	22,797 +635	+3%	+$162K	0.44%	37
2025 Q1	$5.44M	Sell	22,162 -290	-1%	-$73.9K	0.37%	36
2024 Q4	$5.38M	Buy	22,452 +59	+0.3%	+$13.7K	0.36%	36
2024 Q3	$4.72M	Buy	22,393 +31	+0.1%	+$6.53K	0.31%	40
2024 Q2	$4.52M	Sell	22,362 -1,372	-6%	-$268K	0.31%	41
2024 Q1	$4.75M	Buy	23,734 +1	+0%	+$180	0.32%	42
2023 Q4	$4.04M	Sell	23,733 -210	-0.9%	-$31.8K	0.29%	46
2023 Q3	$3.47M	Buy	23,943 +150	+0.6%	+$22.5K	0.26%	47
2023 Q2	$3.46M	Buy	23,793 +627	+3%	+$86.2K	0.25%	48
2023 Q1	$3.02M	Sell	23,166 -300	-1%	-$41.1K	0.23%	49
2022 Q4	$3.15M	Sell	23,466 -139	-0.6%	-$17.6K	0.25%	51
2022 Q3	$2.47M	Buy	23,605 +462	+2%	+$53K	0.22%	52
2022 Q2	$2.61M	Hold	23,143	–	–	0.21%	53
2022 Q1	$3.15M	Hold	23,143	–	–	0.23%	52
2021 Q4	$3.66M	Buy	23,143 +50	+0.2%	+$8.21K	0.25%	49
2021 Q3	$3.86M	Hold	23,093	–	–	0.29%	49
2021 Q2	$3.59M	Buy	23,093 +725	+3%	+$114K	0.27%	50
2021 Q1	$3.41M	Sell	22,368 -68	-0.3%	-$9.78K	0.27%	50
2020 Q4	$2.85M	Sell	22,436 -306	-1%	-$34.2K	0.23%	48
2020 Q3	$2.19M	Sell	22,742 -420	-2%	-$41.2K	0.19%	49
2020 Q2	$2.18M	Sell	23,162 -20	-0.1%	-$1.9K	0.19%	51
2020 Q1	$2.09M	Buy	23,182 +725	+3%	+$88.1K	0.21%	51
2019 Q4	$3.13M	Sell	22,457 -3,500	-13%	-$449K	0.26%	50
2019 Q3	$3.06M	Hold	25,957	–	–	0.25%	52
2019 Q2	$2.9M	Buy	25,957 +283	+1%	+$31.2K	0.24%	53
2019 Q1	$2.6M	Buy	25,674 +70	+0.3%	+$7.21K	0.22%	51
2018 Q4	$2.5M	Buy	25,604 +1,275	+5%	+$136K	0.23%	50
2018 Q3	$2.75M	Sell	24,329 -1,608	-6%	-$183K	0.23%	50
2018 Q2	$2.7M	Sell	25,937 -100	-0.4%	-$11K	0.24%	47
2018 Q1	$2.86M	Sell	26,037 -200	-0.8%	-$22.6K	0.26%	48
2017 Q4	$2.81M	Sell	26,237 -586	-2%	-$59.3K	0.24%	48
2017 Q3	$2.56M	Hold	26,823	–	–	0.23%	47
2017 Q2	$2.45M	Hold	26,823	–	–	0.22%	48
2017 Q1	$2.36M	Sell	26,823 -300	-1%	-$26.5K	0.22%	48
2016 Q4	$2.34M	Hold	27,123	–	–	0.22%	47
2016 Q3	$1.81M	Hold	27,123	–	–	0.17%	51
2016 Q2	$1.69M	Hold	27,123	–	–	0.15%	57
2016 Q1	$1.61M	Buy	27,123 +145	+0.5%	+$8.47K	0.15%	60
2015 Q4	$1.78M	Hold	26,978	–	–	0.17%	58
2015 Q3	$1.64M	Hold	26,978	–	–	0.16%	59
2015 Q2	$1.83M	Hold	26,978	–	–	0.17%	59
2015 Q1	$1.63M	Sell	26,978 -585	-2%	-$34.6K	0.15%	64
2014 Q4	$1.73M	Buy	27,563 +55	+0.2%	+$3.31K	0.15%	62
2014 Q3	$1.66M	Sell	27,508 -515	-2%	-$30.1K	0.15%	65
2014 Q2	$1.61M	Sell	28,023 -2,480	-8%	-$139K	0.14%	65
2014 Q1	$1.85M	Buy	30,503 +230	+0.8%	+$13.3K	0.17%	59
2013 Q4	$1.77M	Sell	30,273 -1,005	-3%	-$55.1K	0.17%	55
2013 Q3	$1.62M	Sell	31,278 -6,755	-18%	-$362K	0.16%	55
2013 Q2	$2.01M	Buy	+38,033	New	+$1.93M	0.21%	56

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Nichols & Pratt Advisers's JPM Position: Q2 2026 in Review

Nichols & Pratt Advisers increased its JPMorgan Chase (JPM) stake by 0.05% in Q2 2026, buying an estimated $3.42K and bringing the position to 22,707 shares worth $7.43M. The position accounts for 0.45% of the portfolio, ranked #37.

Nichols & Pratt Advisers first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 3,054 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Nichols & Pratt Advisers held 22,707 shares of JPMorgan Chase worth $7.43M as of Q2 2026.
Nichols & Pratt Advisers bought 11 JPMorgan Chase shares in Q2 2026, an estimated $3.42K.
JPMorgan Chase made up 0.45% of Nichols & Pratt Advisers's portfolio in Q2 2026, its #37 holding.
Nichols & Pratt Advisers first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
3,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Nichols & Pratt Advisers's 13F filing for Q2 2026, filed 5 Aug 2026.