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NICOLET BANKSHARES INC: JPM position timeline

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

NICOLET BANKSHARES INC held 115,433 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,433 shares
    Change vs previous 13F -2,388 shares

    1.22% of the 13F portfolio, value $38,465,867.

    13F-HR 0001174850-26-000167 filed by NICOLET BANKSHARES 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 117,821 shares
    Change vs previous 13F +28,313 shares

    1.28% of the 13F portfolio, value $34,741,526.

    13F-HR 0001174850-26-000116 filed by NICOLET BANKSHARES 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 89,508 shares
    Change vs previous 13F -651 shares

    1.38% of the 13F portfolio, value $29,000,123.

    13F-HR 0001775863-26-000003 filed by NICOLET ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 19,500 shares
    • NICOLET ADVISORY SERVICES, LLC: 70,008 shares

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

  4. period ended2025-09-30
    13F 90,159 shares
    Change vs previous 13F +848 shares

    1.46% of the 13F portfolio, value $27,925,830.

    13F-HR 0001775863-25-000013 filed by NICOLET ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 23,860 shares
    • NICOLET ADVISORY SERVICES, LLC: 66,299 shares

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

  5. period ended2025-06-30
    13F 89,311 shares
    Change vs previous 13F +1,548 shares

    1.47% of the 13F portfolio, value $25,856,577.

    13F-HR 0001775863-25-000008 filed by NICOLET ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 23,566 shares
    • NICOLET ADVISORY SERVICES, LLC: 65,745 shares

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

  6. period ended2025-03-31
    13F 87,763 shares
    Change vs previous 13F -1,886 shares

    1.35% of the 13F portfolio, value $20,344,751.

    13F-HR 0001775863-25-000004 filed by NICOLET ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 22,693 shares
    • NICOLET ADVISORY SERVICES, LLC: 65,070 shares

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

  7. period ended2024-12-31
    13F 89,649 shares
    Change vs previous 13F +478 shares

    1.42% of the 13F portfolio, value $21,500,112.

    13F-HR 0001775863-25-000002 filed by NICOLET ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 24,342 shares
    • NICOLET ADVISORY SERVICES, LLC: 65,307 shares

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

  8. period ended2024-09-30
    13F 89,171 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $18,434,284.

    13F-HR 0001775863-24-000013 filed by NICOLET ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 23,754 shares
    • NICOLET ADVISORY SERVICES, LLC: 65,417 shares

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