Ownership history in Nicholas Wealth, LLC. · 10 quarters on record
This page tracks every 13F SEC filing in which Nicholas Wealth, LLC. reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 4,660 | -1,819 | -28.1% | 1.01% | $1.5M | $320.77 |
| 2025 Q3 | ADDED | 6,479 | +423 | +7.0% | 0.85% | $2.0M | $312.49 |
| 2025 Q2 | ADDED | 6,056 | +39 | +0.6% | 0.85% | $1.8M | $285.83 |
| 2025 Q1 | REDUCED | 6,017 | -481 | -7.4% | 0.85% | $1.5M | $240.37 |
| 2024 Q4 | ADDED | 6,498 | +786 | +13.8% | 0.85% | $1.6M | $233.69 |
| 2024 Q3 | REDUCED | 5,712 | -3,657 | -39.0% | 0.74% | $1.2M | $204.31 |
| 2024 Q2 | ADDED | 9,369 | +1,255 | +15.5% | 1.33% | $1.9M | $194.90 |
| 2024 Q1 | ADDED | 8,114 | +277 | +3.5% | 1.23% | $1.6M | $191.89 |
| 2023 Q4 | ADDED | 7,837 | +933 | +13.5% | 1.14% | $1.3M | $161.96 |
| 2023 Q3 | INITIATED | 6,904 | — | — | 0.92% | $1.0M | — |
As of 2025 Q4 — sorted by position size