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JPMorgan Chase & Co. shares owned by Nicholson Wealth Management Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Nicholson Wealth Management Group from 13F filings

Historical chart of Nicholson Wealth Management Group investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Nicholson Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Nicholson Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $796k 2.5k 315.43
2025-06-30 $731k 2.5k 289.91
2025-03-31 $607k 2.5k 245.30
2024-12-31 $594k 2.5k 239.71
2024-09-30 $522k 2.5k 210.86