JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionNicolet Bankshares Inc
Latest Disclosed Ownership117,821 shares
Latest Disclosed Value $ 34,741,526
Nicolet Bankshares Inc reports 504.21% increase in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Nicolet Bankshares Inc filed a 13F-HR form disclosing ownership of 117,821 shares of JPMorgan Chase & Co. (MX:JPM) valued at $34,741,526 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 19,500 shares of JPMorgan Chase & Co.. This represents a change in shares of 504.21% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 117,821 98,321 504.21 34,742 452.94 0.9460
2026-02-09 2025-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 19,500 -4,360 -18.27 6,283 -16.52 1.0070
2025-11-13 2025-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 23,860 294 1.25 7,526 10.16 1.2095
2025-08-13 2025-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 23,566 873 3.85 6,832 22.75 1.1805
2025-05-14 2025-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 22,693 -1,649 -6.77 5,567 -4.61 1.1176
2025-02-13 2024-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 24,342 588 2.48 5,835 16.51 1.3767
2024-11-12 2024-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 23,754 -1,307 -5.22 5,009 -1.18 1.2129
2024-08-14 2024-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 25,061 55 0.22 5,069 1.20 1.2569
2024-05-09 2024-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 25,006 -212 -0.84 5,009 16.76 1.2376
2024-02-13 2023-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 25,218 1,395 5.86 4,290 24.17 1.1547
2023-11-09 2023-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 23,823 -8,896 -27.19 3,455 -5.29 1.0600
2023-08-09 2023-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 32,719 6,428 24.45 3,647 58.63 1.0358
2023-05-09 2023-03-31 13F JPMORGAN CHASE Common Stock 46625H100 26,291 355 1.37 2,299 -0.82 0.7461
2023-02-09 2022-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 25,936 -787 -2.95 2,318 -17.01 0.7981
2022-11-10 2022-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 26,723 -207 -0.77 2,793 -7.88 0.7976
2022-08-08 2022-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 26,930 782 2.99 3,032 -14.93 0.7902
2022-05-10 2022-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 26,148 3,005 12.98 3,564 -2.73 0.6636
2022-02-09 2021-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 23,143 1,348 6.18 3,664 2.69 0.8079
2021-11-16 2021-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 21,795 1,271 6.19 3,568 11.78 0.9201
2021-08-11 2021-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 20,524 527 2.64 3,192 4.83 0.8391
2021-05-03 2021-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 19,997 -1,931 -8.81 3,045 9.26 0.8406
2021-02-02 2020-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 21,928 416 1.93 2,787 34.57 0.8593
2020-10-27 2020-09-30 13F JPMORGAN CHASE Common Stock 46625H100 21,512 968 4.71 2,071 7.19 0.7185
2020-07-22 2020-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 20,544 2,942 16.71 1,932 21.89 0.7287
2020-04-22 2020-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 17,602 -2,805 -13.75 1,585 -44.29 0.7148
2020-01-24 2019-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 20,407 -227 -1.10 2,845 17.17 1.0521
2019-10-22 2019-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 20,634 35 0.17 2,428 5.43 0.9718
2019-07-30 2019-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 20,599 -139 -0.67 2,303 9.72 0.9616
2019-04-26 2019-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 20,738 -154 -0.74 2,099 2.94 0.8679
2019-02-06 2018-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 20,892 58 0.28 2,039 -13.27 0.9808
2018-10-29 2018-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 20,834 -1,180 -5.36 2,351 2.48 0.9503
2018-07-31 2018-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 22,014 -2,185 -9.03 2,294 -13.79 0.9639
2018-05-03 2018-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 24,199 518 2.19 2,661 5.09 1.1318
2018-02-02 2017-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 23,681 -1,717 -6.76 2,532 4.37 1.0877
2017-11-02 2017-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 25,398 377 1.51 2,426 6.08 1.0809
2017-07-27 2017-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 25,021 -5,085 -16.89 2,287 -13.53 1.0769
2017-04-21 2017-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 30,106 1,281 4.44 2,645 6.35 1.3901
2017-02-06 2016-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 28,825 -3,595 -11.09 2,487 15.19 1.3559
2016-11-04 2016-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 32,420 10,269 46.36 2,159 56.90 1.2571
2016-07-28 2016-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 22,151 5,050 29.53 1,376 35.83 0.9016
2016-04-15 2016-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 17,101 340 2.03 1,013 1.60 0.7202
2016-02-16 2015-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 16,761 16,761 997 0.9896
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.