Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$37,784,682
+$3,126,458 QoQ
Shares Held
115,433
-2.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.80%
of 13F equity value
Holder Rank
#692
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NICOLET BANKSHARES INC holds $55,045,351 across 7 Banks - Diversified names. JPM ranks #1 (68.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
115,433 | $37,784,682 | |
| 2 | C |
Citigroup Inc
|
45,939 | $6,429,621 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
52,592 | $4,346,202 | |
| 4 | BAC |
Bank Of America Corp /De/
|
59,725 | $3,403,130 | |
| 5 | BCS |
Barclays PLC
|
58,462 | $1,570,289 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
5,366 | $948,172 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
3,895 | $563,255 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,784,682 | 115,433 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $34,658,224 | 117,821 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $6,283,290 | 19,500 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,526,159 | 23,860 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,832,019 | 23,566 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,566,592 | 22,693 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,835,020 | 24,342 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,008,768 | 23,754 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,068,837 | 25,061 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,008,701 | 25,006 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $4,289,581 | 25,218 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,454,811 | 23,823 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $4,758,651 | 32,719 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,425,980 | 26,291 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,478,017 | 25,936 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,792,553 | 26,723 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,032,587 | 26,930 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,564,495 | 26,148 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,664,694 | 23,143 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $3,567,623 | 21,795 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $3,192,302 | 20,524 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $3,044,143 | 19,997 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $2,786,390 | 21,928 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,070,960 | 21,512 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,932,368 | 20,544 | Shares | Defined | 2020-07-22 | |
| 2020-03-31 | $1,584,708 | 17,602 | Shares | Defined | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||