Nikulski Financial’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 | $9.78M | Buy |
33,751
+195
| +0.6% | +$56.5K | 2.68% | 11 |
|
|
2025
Q1 | $8.23M | Buy |
33,556
+675
| +2% | +$166K | 2.49% | 9 |
|
|
2024
Q4 | $7.88M | Buy |
32,881
+141
| +0.4% | +$33.8K | 2.32% | 12 |
|
|
2024
Q3 | $6.9M | Buy |
32,740
+162
| +0.5% | +$34.2K | 2.07% | 16 |
|
|
2024
Q2 | $6.59M | Buy |
32,578
+109
| +0.3% | +$22K | 2.1% | 15 |
|
|
2024
Q1 | $6.5M | Buy |
32,469
+1
| +0% | +$200 | 2.16% | 14 |
|
|
2023
Q4 | $5.52M | Buy |
32,468
+279
| +0.9% | +$47.5K | 2.02% | 16 |
|
|
2023
Q3 | $4.67M | Buy |
32,189
+844
| +3% | +$122K | 1.93% | 16 |
|
|
2023
Q2 | $4.56M | Buy |
31,345
+317
| +1% | +$46.1K | 1.88% | 15 |
|
|
2023
Q1 | $4.04M | Buy |
31,028
+305
| +1% | +$39.7K | 1.79% | 16 |
|
|
2022
Q4 | $4.12M | Buy |
30,723
+204
| +0.7% | +$27.4K | 1.96% | 15 |
|
|
2022
Q3 | $3.19M | Buy |
30,519
+553
| +2% | +$57.8K | 1.65% | 18 |
|
|
2022
Q2 | $3.37M | Buy |
29,966
+460
| +2% | +$51.8K | 1.67% | 18 |
|
|
2022
Q1 | $4.02M | Buy |
29,506
+1,325
| +5% | +$181K | 1.7% | 17 |
|
|
2021
Q4 | $4.46M | Buy |
28,181
+379
| +1% | +$60K | 1.87% | 14 |
|
|
2021
Q3 | $4.55M | Buy |
27,802
+531
| +2% | +$86.9K | 2.1% | 11 |
|
|
2021
Q2 | $4.17M | Sell |
27,271
-877
| -3% | -$134K | 1.94% | 12 |
|
|
2021
Q1 | $4.29M | Buy |
28,148
+329
| +1% | +$50.1K | 2.2% | 10 |
|
|
2020
Q4 | $3.54M | Buy |
27,819
+507
| +2% | +$64.4K | 1.94% | 12 |
|
|
2020
Q3 | $2.63M | Buy |
27,312
+1,162
| +4% | +$112K | 1.67% | 15 |
|
|
2020
Q2 | $2.46M | Buy |
26,150
+2,171
| +9% | +$204K | 1.73% | 18 |
|
|
2020
Q1 | $2.16M | Buy |
23,979
+593
| +3% | +$53.4K | 1.88% | 17 |
|
|
2019
Q4 | $3.14M | Sell |
23,386
-172
| -0.7% | -$23.1K | 2.27% | 15 |
|
|
2019
Q3 | $2.74M | Sell |
23,558
-326
| -1% | -$37.9K | 2.28% | 15 |
|
|
2019
Q2 | $2.72M | Sell |
23,884
-2,311
| -9% | -$263K | 2.3% | 15 |
|
|
2019
Q1 | $2.65M | Sell |
26,195
-3,319
| -11% | -$336K | 2.58% | 15 |
|
|
2018
Q4 | $2.88M | Sell |
29,514
-848
| -3% | -$82.8K | 3.02% | 10 |
|
|
2018
Q3 | $3.31M | Sell |
30,362
-1,165
| -4% | -$127K | 3.09% | 9 |
|
|
2018
Q2 | $3.29M | Buy |
31,527
+268
| +0.9% | +$27.9K | 3.03% | 10 |
|
|
2018
Q1 | $3.44M | Buy |
31,259
+1,549
| +5% | +$170K | 3.41% | 7 |
|
|
2017
Q4 | $3.18M | Buy |
+29,710
| New | +$3.18M | 3.43% | 7 |
|