Nicolet Bankshares’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 | $6.83M | Buy |
23,566
+873
| +4% | +$253K | 1.18% | 14 |
|
|
2025
Q1 | $5.57M | Sell |
22,693
-1,649
| -7% | -$405K | 1.12% | 21 |
|
|
2024
Q4 | $5.84M | Buy |
24,342
+588
| +2% | +$141K | 1.38% | 18 |
|
|
2024
Q3 | $5.01M | Sell |
23,754
-1,307
| -5% | -$276K | 1.21% | 20 |
|
|
2024
Q2 | $5.07M | Buy |
25,061
+55
| +0.2% | +$11.1K | 1.26% | 20 |
|
|
2024
Q1 | $5.01M | Sell |
25,006
-212
| -0.8% | -$42.5K | 1.24% | 19 |
|
|
2023
Q4 | $4.29M | Buy |
25,218
+1,395
| +6% | +$237K | 1.15% | 19 |
|
|
2023
Q3 | $3.45M | Sell |
23,823
-8,896
| -27% | -$1.29M | 1.06% | 20 |
|
|
2023
Q2 | $3.65M | Buy |
32,719
+6,428
| +24% | +$717K | 1.04% | 19 |
|
|
2023
Q1 | $2.3M | Buy |
26,291
+355
| +1% | +$31K | 0.75% | 22 |
|
|
2022
Q4 | $2.32M | Sell |
25,936
-787
| -3% | -$70.4K | 0.8% | 20 |
|
|
2022
Q3 | $2.79M | Sell |
26,723
-207
| -0.8% | -$21.6K | 0.8% | 21 |
|
|
2022
Q2 | $3.03M | Buy |
26,930
+782
| +3% | +$88K | 0.79% | 20 |
|
|
2022
Q1 | $3.56M | Buy |
26,148
+3,005
| +13% | +$410K | 0.77% | 20 |
|
|
2021
Q4 | $3.66M | Buy |
23,143
+1,348
| +6% | +$213K | 0.81% | 21 |
|
|
2021
Q3 | $3.57M | Buy |
21,795
+1,271
| +6% | +$208K | 0.92% | 17 |
|
|
2021
Q2 | $3.19M | Buy |
20,524
+527
| +3% | +$82K | 0.84% | 18 |
|
|
2021
Q1 | $3.05M | Sell |
19,997
-1,931
| -9% | -$294K | 0.84% | 18 |
|
|
2020
Q4 | $2.79M | Buy |
21,928
+416
| +2% | +$52.9K | 0.86% | 18 |
|
|
2020
Q3 | $2.07M | Buy |
21,512
+968
| +5% | +$93.2K | 0.72% | 22 |
|
|
2020
Q2 | $1.93M | Buy |
20,544
+2,942
| +17% | +$277K | 0.73% | 23 |
|
|
2020
Q1 | $1.59M | Sell |
17,602
-2,805
| -14% | -$253K | 0.71% | 25 |
|
|
2019
Q4 | $2.85M | Sell |
20,407
-227
| -1% | -$31.6K | 1.05% | 17 |
|
|
2019
Q3 | $2.43M | Buy |
20,634
+35
| +0.2% | +$4.12K | 0.97% | 19 |
|
|
2019
Q2 | $2.3M | Sell |
20,599
-139
| -0.7% | -$15.5K | 0.96% | 17 |
|
|
2019
Q1 | $2.1M | Sell |
20,738
-154
| -0.7% | -$15.6K | 0.87% | 19 |
|
|
2018
Q4 | $2.04M | Buy |
20,892
+58
| +0.3% | +$5.66K | 0.98% | 16 |
|
|
2018
Q3 | $2.35M | Sell |
20,834
-1,180
| -5% | -$133K | 0.95% | 19 |
|
|
2018
Q2 | $2.29M | Sell |
22,014
-2,185
| -9% | -$228K | 0.96% | 21 |
|
|
2018
Q1 | $2.66M | Buy |
24,199
+518
| +2% | +$57K | 1.13% | 16 |
|
|
2017
Q4 | $2.53M | Sell |
23,681
-1,717
| -7% | -$184K | 1.09% | 18 |
|
|
2017
Q3 | $2.43M | Buy |
25,398
+377
| +2% | +$36K | 1.08% | 19 |
|
|
2017
Q2 | $2.29M | Sell |
25,021
-5,085
| -17% | -$465K | 1.08% | 18 |
|
|
2017
Q1 | $2.65M | Buy |
30,106
+1,281
| +4% | +$113K | 1.39% | 13 |
|
|
2016
Q4 | $2.49M | Sell |
28,825
-3,595
| -11% | -$310K | 1.36% | 14 |
|
|
2016
Q3 | $2.16M | Buy |
32,420
+10,269
| +46% | +$684K | 1.26% | 16 |
|
|
2016
Q2 | $1.38M | Buy |
22,151
+5,050
| +30% | +$314K | 0.9% | 20 |
|
|
2016
Q1 | $1.01M | Buy |
17,101
+340
| +2% | +$20.1K | 0.72% | 23 |
|
|
2015
Q4 | $997K | Buy |
+16,761
| New | +$997K | 0.99% | 21 |
|