Nikulski Financial’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11M | Buy |
33,597
+135
| +0.4% | +$41.9K | 2.37% | 8 |
|
|
2026
Q1 | $9.84M | Sell |
33,462
-222
| -0.7% | -$67.4K | 2.43% | 8 |
|
|
2025
Q4 | $10.9M | Sell |
33,684
-221
| -0.7% | -$68.4K | 2.59% | 8 |
|
|
2025
Q3 | $10.7M | Buy |
33,905
+154
| +0.5% | +$45.8K | 2.69% | 11 |
|
|
2025
Q2 | $9.78M | Buy |
33,751
+195
| +0.6% | +$49.8K | 2.68% | 11 |
|
|
2025
Q1 | $8.23M | Buy |
33,556
+675
| +2% | +$172K | 2.49% | 9 |
|
|
2024
Q4 | $7.88M | Buy |
32,881
+141
| +0.4% | +$32.8K | 2.32% | 12 |
|
|
2024
Q3 | $6.9M | Buy |
32,740
+162
| +0.5% | +$34.1K | 2.07% | 16 |
|
|
2024
Q2 | $6.59M | Buy |
32,578
+109
| +0.3% | +$21.3K | 2.1% | 15 |
|
|
2024
Q1 | $6.5M | Buy |
32,469
+1
| +0% | +$180 | 2.16% | 14 |
|
|
2023
Q4 | $5.52M | Buy |
32,468
+279
| +0.9% | +$42.3K | 2.02% | 16 |
|
|
2023
Q3 | $4.67M | Buy |
32,189
+844
| +3% | +$127K | 1.93% | 16 |
|
|
2023
Q2 | $4.56M | Buy |
31,345
+317
| +1% | +$43.6K | 1.88% | 15 |
|
|
2023
Q1 | $4.04M | Buy |
31,028
+305
| +1% | +$41.8K | 1.79% | 16 |
|
|
2022
Q4 | $4.12M | Buy |
30,723
+204
| +0.7% | +$25.8K | 1.96% | 15 |
|
|
2022
Q3 | $3.19M | Buy |
30,519
+553
| +2% | +$63.5K | 1.65% | 18 |
|
|
2022
Q2 | $3.37M | Buy |
29,966
+460
| +2% | +$57K | 1.67% | 18 |
|
|
2022
Q1 | $4.02M | Buy |
29,506
+1,325
| +5% | +$196K | 1.7% | 17 |
|
|
2021
Q4 | $4.46M | Buy |
28,181
+379
| +1% | +$62.2K | 1.87% | 14 |
|
|
2021
Q3 | $4.55M | Buy |
27,802
+531
| +2% | +$83.2K | 2.1% | 11 |
|
|
2021
Q2 | $4.17M | Sell |
27,271
-877
| -3% | -$138K | 1.94% | 12 |
|
|
2021
Q1 | $4.29M | Buy |
28,148
+329
| +1% | +$47.3K | 2.2% | 10 |
|
|
2020
Q4 | $3.54M | Buy |
27,819
+507
| +2% | +$56.7K | 1.94% | 12 |
|
|
2020
Q3 | $2.63M | Buy |
27,312
+1,162
| +4% | +$114K | 1.67% | 15 |
|
|
2020
Q2 | $2.46M | Buy |
26,150
+2,171
| +9% | +$206K | 1.73% | 18 |
|
|
2020
Q1 | $2.16M | Buy |
23,979
+593
| +3% | +$72K | 1.88% | 17 |
|
|
2019
Q4 | $3.14M | Sell |
23,386
-172
| -0.7% | -$22.1K | 2.27% | 15 |
|
|
2019
Q3 | $2.74M | Sell |
23,558
-326
| -1% | -$36.9K | 2.28% | 15 |
|
|
2019
Q2 | $2.72M | Sell |
23,884
-2,311
| -9% | -$255K | 2.3% | 15 |
|
|
2019
Q1 | $2.65M | Sell |
26,195
-3,319
| -11% | -$342K | 2.58% | 15 |
|
|
2018
Q4 | $2.88M | Sell |
29,514
-848
| -3% | -$90.3K | 3.02% | 10 |
|
|
2018
Q3 | $3.31M | Sell |
30,362
-1,165
| -4% | -$132K | 3.09% | 9 |
|
|
2018
Q2 | $3.29M | Buy |
31,527
+268
| +0.9% | +$29.4K | 3.03% | 10 |
|
|
2018
Q1 | $3.44M | Buy |
31,259
+1,549
| +5% | +$175K | 3.41% | 7 |
|
|
2017
Q4 | $3.18M | Buy |
+29,710
| New | +$3.01M | 3.43% | 7 |
|
Other funds holding JPM
RG
TWC
ATO
Nikulski Financial's JPM Position: Q2 2026 in Review
Nikulski Financial increased its JPMorgan Chase (JPM) stake by 0.4% in Q2 2026, buying an estimated $41.9K and bringing the position to 33,597 shares worth $11M. The position accounts for 2.37% of the portfolio, ranked #8.
Nikulski Financial first reported a position in JPM in Q4 2017 and has held it in 35 quarters since. 2,280 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Nikulski Financial held 33,597 shares of JPMorgan Chase worth $11M as of Q2 2026.
- Nikulski Financial bought 135 JPMorgan Chase shares in Q2 2026, an estimated $41.9K.
- JPMorgan Chase made up 2.37% of Nikulski Financial's portfolio in Q2 2026, its #8 holding.
- Nikulski Financial first reported a position in JPMorgan Chase in Q4 2017 and has held it in 35 quarters since.
- 2,280 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.