Nicolet Advisory Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19M | Buy |
65,745
+675
| +1% | +$195K | 1.62% | 12 |
|
|
2025
Q1 | $14.8M | Sell |
65,070
-237
| -0.4% | -$53.8K | 1.47% | 15 |
|
|
2024
Q4 | $15.7M | Sell |
65,307
-110
| -0.2% | -$26.4K | 1.44% | 15 |
|
|
2024
Q3 | $13.4M | Buy |
65,417
+444
| +0.7% | +$91.1K | 1.27% | 16 |
|
|
2024
Q2 | $13.5M | Buy |
64,973
+1,300
| +2% | +$270K | 1.29% | 18 |
|
|
2024
Q1 | $12.6M | Buy |
63,673
+452
| +0.7% | +$89.1K | 1.28% | 17 |
|
|
2023
Q4 | $10.9M | Sell |
63,221
-551
| -0.9% | -$94.9K | 1.17% | 18 |
|
|
2023
Q3 | $9.14M | Buy |
63,772
+1,910
| +3% | +$274K | 1.01% | 19 |
|
|
2023
Q2 | $8.86M | Sell |
61,862
-1,267
| -2% | -$181K | 0.97% | 20 |
|
|
2023
Q1 | $8.05M | Buy |
63,129
+21,295
| +51% | +$2.71M | 0.93% | 19 |
|
|
2022
Q4 | $5.84M | Buy |
41,834
+1,885
| +5% | +$263K | 0.77% | 21 |
|
|
2022
Q3 | $4.19M | Buy |
39,949
+74
| +0.2% | +$7.77K | 0.68% | 24 |
|
|
2022
Q2 | $4.57M | Buy |
39,875
+55
| +0.1% | +$6.31K | 0.68% | 24 |
|
|
2022
Q1 | $5.32M | Buy |
39,820
+406
| +1% | +$54.2K | 0.69% | 22 |
|
|
2021
Q4 | $6.24M | Sell |
39,414
-2,561
| -6% | -$406K | 0.77% | 21 |
|
|
2021
Q3 | $6.88M | Buy |
41,975
+894
| +2% | +$146K | 0.87% | 21 |
|
|
2021
Q2 | $6.39M | Buy |
41,081
+321
| +0.8% | +$49.9K | 0.83% | 21 |
|
|
2021
Q1 | $6.21M | Buy |
40,760
+686
| +2% | +$104K | 0.87% | 21 |
|
|
2020
Q4 | $5.09M | Buy |
40,074
+874
| +2% | +$111K | 0.71% | 27 |
|
|
2020
Q3 | $3.77M | Sell |
39,200
-6,508
| -14% | -$627K | 0.59% | 30 |
|
|
2020
Q2 | $4.3M | Sell |
45,708
-42
| -0.1% | -$3.95K | 0.66% | 30 |
|
|
2020
Q1 | $4.12M | Buy |
45,750
+8,169
| +22% | +$735K | 0.73% | 29 |
|
|
2019
Q4 | $5.24M | Buy |
37,581
+1,043
| +3% | +$145K | 0.82% | 25 |
|
|
2019
Q3 | $4.3M | Sell |
36,538
-1,241
| -3% | -$146K | 0.65% | 28 |
|
|
2019
Q2 | $4.22M | Buy |
37,779
+1,229
| +3% | +$137K | 0.64% | 26 |
|
|
2019
Q1 | $3.7M | Buy |
+36,550
| New | +$3.7M | 0.63% | 30 |
|