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Nicolet Advisory Services’s JPMorgan Chase JPM Stock Holding History

Nicolet Advisory Services’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
2025
Q4 		$22.7M Buy
70,008
+3,709
+6% +$1.15M 1.53% 14
2025
Q3 		$20.4M Buy
66,299
+554
+0.8% +$165K 1.59% 13
2025
Q2 		$19M Buy
65,745
+675
+1% +$172K 1.62% 12
2025
Q1 		$14.8M Sell
65,070
-237
-0.4% -$60.4K 1.47% 15
2024
Q4 		$15.7M Sell
65,307
-110
-0.2% -$25.6K 1.44% 15
2024
Q3 		$13.4M Buy
65,417
+444
+0.7% +$93.5K 1.27% 16
2024
Q2 		$13.5M Buy
64,973
+1,300
+2% +$254K 1.29% 18
2024
Q1 		$12.6M Buy
63,673
+452
+0.7% +$81.6K 1.28% 17
2023
Q4 		$10.9M Sell
63,221
-551
-0.9% -$83.5K 1.17% 18
2023
Q3 		$9.14M Buy
63,772
+1,910
+3% +$286K 1.01% 19
2023
Q2 		$8.86M Sell
61,862
-1,267
-2% -$174K 0.97% 20
2023
Q1 		$8.05M Buy
63,129
+21,295
+51% +$2.92M 0.93% 19
2022
Q4 		$5.84M Buy
41,834
+1,885
+5% +$239K 0.77% 21
2022
Q3 		$4.19M Buy
39,949
+74
+0.2% +$8.49K 0.68% 24
2022
Q2 		$4.57M Buy
39,875
+55
+0.1% +$6.81K 0.68% 24
2022
Q1 		$5.32M Buy
39,820
+406
+1% +$59.9K 0.69% 22
2021
Q4 		$6.24M Sell
39,414
-2,561
-6% -$421K 0.77% 21
2021
Q3 		$6.88M Buy
41,975
+894
+2% +$140K 0.87% 21
2021
Q2 		$6.39M Buy
41,081
+321
+0.8% +$50.4K 0.83% 21
2021
Q1 		$6.21M Buy
40,760
+686
+2% +$98.7K 0.87% 21
2020
Q4 		$5.09M Buy
40,074
+874
+2% +$97.7K 0.71% 27
2020
Q3 		$3.77M Sell
39,200
-6,508
-14% -$639K 0.59% 30
2020
Q2 		$4.3M Sell
45,708
-42
-0.1% -$3.98K 0.66% 30
2020
Q1 		$4.12M Buy
45,750
+8,169
+22% +$992K 0.73% 29
2019
Q4 		$5.24M Buy
37,581
+1,043
+3% +$134K 0.82% 25
2019
Q3 		$4.3M Sell
36,538
-1,241
-3% -$140K 0.65% 28
2019
Q2 		$4.22M Buy
37,779
+1,229
+3% +$136K 0.64% 26
2019
Q1 		$3.7M Buy
+36,550
New +$3.77M 0.63% 30

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Nicolet Advisory Services's JPM Position: Q4 2025 in Review

Nicolet Advisory Services increased its JPMorgan Chase (JPM) stake by 5.6% in Q4 2025, buying an estimated $1.15M and bringing the position to 70,008 shares worth $22.7M. The position accounts for 1.53% of the portfolio, ranked #14.

Nicolet Advisory Services first reported a position in JPM in Q1 2019 and has held it in 28 quarters since. 5,120 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • Nicolet Advisory Services held 70,008 shares of JPMorgan Chase worth $22.7M as of Q4 2025.
  • Nicolet Advisory Services bought 3,709 JPMorgan Chase shares in Q4 2025, an estimated $1.15M.
  • JPMorgan Chase made up 1.53% of Nicolet Advisory Services's portfolio in Q4 2025, its #14 holding.
  • Nicolet Advisory Services first reported a position in JPMorgan Chase in Q1 2019 and has held it in 28 quarters since.
  • 5,120 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.