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Nicollet Investment Management’s JPMorgan Chase JPM Stock Holding History

Nicollet Investment 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
2022
Q1 		– Sell
-25,719
Closed -$4.07M – 62
2021
Q4 		$4.07M Sell
25,719
-510
-2% -$83.8K 1.64% 17
2021
Q3 		$4.29M Buy
26,229
+321
+1% +$50.3K 1.81% 14
2021
Q2 		$4.03M Sell
25,908
-89
-0.3% -$14K 1.64% 17
2021
Q1 		$3.96M Sell
25,997
-1,068
-4% -$154K 1.73% 17
2020
Q4 		$3.44M Sell
27,065
-44
-0.2% -$4.92K 1.54% 18
2020
Q3 		$2.61M Sell
27,109
-778
-3% -$76.4K 1.32% 28
2020
Q2 		$2.62M Buy
27,887
+230
+0.8% +$21.8K 1.46% 26
2020
Q1 		$2.49M Sell
27,657
-380
-1% -$46.2K 1.85% 20
2019
Q4 		$3.91K Buy
28,037
+318
+1% +$40.8K 1.83% 11
2019
Q3 		$3.26M Sell
27,719
-618
-2% -$69.9K 2.07% 14
2019
Q2 		$3.17M Buy
28,337
+50
+0.2% +$5.51K 1.99% 14
2019
Q1 		$2.86M Buy
28,287
+454
+2% +$46.8K 1.88% 17
2018
Q4 		$2.72M Buy
27,833
+9
+0% +$959 2.15% 13
2018
Q3 		$3.14M Buy
27,824
+279
+1% +$31.7K 2.05% 11
2018
Q2 		$2.87M Buy
27,545
+764
+3% +$83.8K 2.07% 11
2018
Q1 		$2.94M Buy
26,781
+1,135
+4% +$129K 2.28% 10
2017
Q4 		$2.74M Buy
+25,646
New +$2.6M 2.25% 11

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nicollet Investment Management's JPM Position: Q1 2022 in Review

Nicollet Investment Management sold out of JPMorgan Chase (JPM) in Q1 2022, closing a stake of 25,719 shares — an estimated $4.07M sold.

Nicollet Investment Management first reported a position in JPM in Q4 2017 and held it in 17 quarters. The position peaked at $4.29M in Q3 2021. 3,510 funds tracked by Wall St. Rank hold JPM as of Q1 2022.

  • Nicollet Investment Management reported no remaining JPMorgan Chase position as of Q1 2022 after selling out during the quarter.
  • Nicollet Investment Management sold 25,719 JPMorgan Chase shares in Q1 2022, an estimated $4.07M.
  • Nicollet Investment Management first reported a position in JPMorgan Chase in Q4 2017 and held it in 17 quarters.
  • Nicollet Investment Management's JPMorgan Chase position peaked at $4.29M in Q3 2021.
  • 3,510 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.

Based on Nicollet Investment Management's 13F filing for Q1 2022, filed 4 May 2022.