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Nikulski Financial, Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Nikulski Financial, Inc. on JPM, newest first. How the timeline and the estimate are built.

Nikulski Financial, Inc. held 33,597 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,597 shares
    Change vs previous 13F +135 shares

    2.37% of the 13F portfolio, value $10,997,190.

    13F-HR 0001729847-26-000005 filed by Nikulski Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 33,462 shares
    Change vs previous 13F -222 shares

    2.43% of the 13F portfolio, value $9,843,060.

    13F-HR 0001729847-26-000003 filed by Nikulski Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 33,684 shares
    Change vs previous 13F -221 shares

    2.59% of the 13F portfolio, value $10,853,749.

    13F-HR 0001729847-26-000001 filed by Nikulski Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 33,905 shares
    Change vs previous 13F +154 shares

    2.69% of the 13F portfolio, value $10,694,724.

    13F-HR 0001729847-25-000006 filed by Nikulski Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 33,751 shares
    Change vs previous 13F +195 shares

    2.68% of the 13F portfolio, value $9,784,707.

    13F-HR 0001729847-25-000004 filed by Nikulski Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 33,556 shares
    Change vs previous 13F +675 shares

    2.49% of the 13F portfolio, value $8,231,315.

    13F-HR 0001729847-25-000002 filed by Nikulski Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 32,881 shares
    Change vs previous 13F +141 shares

    2.32% of the 13F portfolio, value $7,881,979.

    13F-HR 0001729847-25-000001 filed by Nikulski Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 32,740 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $6,903,457.

    13F-HR 0001729847-24-000005 filed by Nikulski Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).