SEC 13F Intelligence

Nikulski Financial, Inc. / JPM

Nikulski Financial, Inc.’s Jpmorgan Chase & Co Position

Does Nikulski Financial, Inc. own Jpmorgan Chase & Co (JPM)? Yes — 33.5K shares worth $10M (+2.43% of its 13F portfolio) as of Q1 2026, down from 33.7K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
33.5K
% of Portfolio
+2.43%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $3MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ3 ’21: $5MQ4 ’21: $4MQ4 ’21Q1 ’22: $4MQ2 ’22: $3MQ3 ’22: $3MQ4 ’22: $4MQ4 ’22Q1 ’23: $4MQ2 ’23: $5MQ3 ’23: $5MQ4 ’23: $6MQ4 ’23Q1 ’24: $7MQ2 ’24: $7MQ3 ’24: $7MQ4 ’24: $8MQ4 ’24Q1 ’25: $8MQ2 ’25: $10MQ3 ’25: $11MQ4 ’25: $11MQ4 ’25Q1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202633.5K$10M+2.43%
Q4 202533.7K$11M+2.59%
Q3 202533.9K$11M+2.69%
Q2 202533.8K$10M+2.68%
Q1 202533.6K$8M+2.49%
Q4 202432.9K$8M+2.32%
Q3 202432.7K$7M+2.07%
Q2 202432.6K$7M+2.10%
Q1 202432.5K$7M+2.16%
Q4 202332.5K$6M+2.02%
Q3 202332.2K$5M+1.93%
Q2 202331.3K$5M+1.88%
Q1 202331.0K$4M+1.79%
Q4 202230.7K$4M+1.96%
Q3 202230.5K$3M+1.65%
Q2 202230.0K$3M+1.67%
Q1 202229.5K$4M+1.70%
Q4 202128.2K$4M+1.87%
Q3 202127.8K$5M+2.10%
Q2 202127.3K$4M+1.94%
Q1 202128.1K$4M+2.20%
Q4 202027.8K$4M+1.94%
Q3 202027.3K$3M+1.67%
Q2 202026.1K$2M+1.73%
Q1 202024.0K$2M+1.88%
Q4 201923.4K$3M+2.27%
Q3 201923.6K$3M+2.28%
Q2 201923.9K$3M+2.30%
Q1 201926.2K$3M+2.58%
Q4 201829.5K$3M+3.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Nikulski Financial, Inc.’s full portfolio or all institutional holders of JPM.