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Nicholson Wealth Management Group’s JPMorgan Chase JPM Stock Holding History

Nicholson Wealth Management Group’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 		$2.27M Buy
6,940
+4,418
+175% +$1.37M 1.34% 18
2026
Q1 		$742K Hold
2,522
– – 0.43% 80
2025
Q4 		$813K Hold
2,522
– – 0.48% 79
2025
Q3 		$796K Hold
2,522
– – 0.47% 82
2025
Q2 		$731K Buy
2,522
+46
+2% +$11.7K 0.45% 81
2025
Q1 		$607K Hold
2,476
– – 0.4% 82
2024
Q4 		$594K Hold
2,476
– – 0.4% 82
2024
Q3 		$522K Buy
+2,476
New +$522K 0.43% 84

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Nicholson Wealth Management Group's JPM Position: Q2 2026 in Review

Nicholson Wealth Management Group increased its JPMorgan Chase (JPM) stake by 175% in Q2 2026, buying an estimated $1.37M and bringing the position to 6,940 shares worth $2.27M. The position accounts for 1.34% of the portfolio, ranked #18.

Nicholson Wealth Management Group first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Nicholson Wealth Management Group held 6,940 shares of JPMorgan Chase worth $2.27M as of Q2 2026.
  • Nicholson Wealth Management Group bought 4,418 JPMorgan Chase shares in Q2 2026, an estimated $1.37M.
  • JPMorgan Chase made up 1.34% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #18 holding.
  • Nicholson Wealth Management Group first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
  • 3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.