Nicola Wealth Management’s JPMorgan Chase JPM Stock Holding History

Nicola Wealth Management’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
2023 Q1	–	Sell	-108,200	Closed	-$14.5M	–	120
2022 Q4	$14.5M	Buy	108,200 +2,700	+3%	+$342K	1.47%	26
2022 Q3	$11M	Buy	105,500 +1,500	+1%	+$172K	1.21%	31
2022 Q2	$11.7M	Buy	104,000 +7,500	+8%	+$929K	1.12%	32
2022 Q1	$13.2M	Buy	96,500 +9,800	+11%	+$1.45M	1.16%	34
2021 Q4	$13.7M	Buy	86,700 +8,200	+10%	+$1.35M	1.29%	29
2021 Q3	$12.8M	Sell	78,500 -6,000	-7%	-$941K	1.32%	21
2021 Q2	$13.1M	Buy	84,500 +10,000	+13%	+$1.57M	1.35%	22
2021 Q1	$11.3M	Sell	74,500 -32,000	-30%	-$4.6M	1.27%	29
2020 Q4	$13.5M	Buy	106,500 +22,000	+26%	+$2.46M	1.68%	15
2020 Q3	$8.13M	Buy	84,500 +15,000	+22%	+$1.47M	1.16%	35
2020 Q2	$6.54M	Buy	69,500 +12,500	+22%	+$1.19M	0.9%	47
2020 Q1	$5.13M	Sell	57,000 -33,000	-37%	-$4.01M	0.77%	49
2019 Q4	$12.5M	Buy	90,000 +7,000	+8%	+$898K	1.89%	12
2019 Q3	$9.77M	Buy	83,000 +2,000	+2%	+$226K	1.53%	19
2019 Q2	$9.06M	Sell	81,000 -9,000	-10%	-$992K	1.5%	22
2019 Q1	$9.11M	Sell	90,000 -23,000	-20%	-$2.37M	1.36%	23
2018 Q4	$11M	Buy	113,000 +44,000	+64%	+$4.69M	1.82%	12
2018 Q3	$7.79M	Hold	69,000	–	–	1.34%	26
2018 Q2	$7.19M	Sell	69,000 -7,000	-9%	-$768K	1.4%	20
2018 Q1	$8.36M	Buy	+76,000	New	+$8.61M	1.68%	14

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Nicola Wealth Management's JPM Position: Q1 2023 in Review

Nicola Wealth Management sold out of JPMorgan Chase (JPM) in Q1 2023, closing a stake of 108,200 shares — an estimated $14.5M sold.

Nicola Wealth Management first reported a position in JPM in Q1 2018 and held it in 20 quarters. The position peaked at $14.5M in Q4 2022. 3,602 funds tracked by Wall St. Rank hold JPM as of Q1 2023.

Nicola Wealth Management reported no remaining JPMorgan Chase position as of Q1 2023 after selling out during the quarter.
Nicola Wealth Management sold 108,200 JPMorgan Chase shares in Q1 2023, an estimated $14.5M.
Nicola Wealth Management first reported a position in JPMorgan Chase in Q1 2018 and held it in 20 quarters.
Nicola Wealth Management's JPMorgan Chase position peaked at $14.5M in Q4 2022.
3,602 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.

Based on Nicola Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.