JP Morgan Chase

JP Morgan Chase’s Dimensional US High Profitability ETF DUHP Stock Holding History

JP Morgan Chase’s Portfolio DUHP Stock Details DUHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$23M	Buy	642,112 +141,926	+28%	+$5.44M	﹤0.01%	1965
2025 Q4	$19M	Buy	500,186 +35,588	+8%	+$1.35M	﹤0.01%	2108
2025 Q3	$17.1M	Buy	464,598 +45,287	+11%	+$1.66M	﹤0.01%	2225
2025 Q2	$14.9M	Buy	419,311 +50,296	+14%	+$1.68M	﹤0.01%	2189
2025 Q1	$12.2M	Buy	369,015 +52,798	+17%	+$1.81M	﹤0.01%	2363
2024 Q4	$10.7M	Buy	316,217 +4,215	+1%	+$146K	﹤0.01%	2629
2024 Q3	$10.6M	Buy	312,002 +9,269	+3%	+$304K	﹤0.01%	2552
2024 Q2	$9.74M	Buy	302,733 +11,494	+4%	+$357K	﹤0.01%	2485
2024 Q1	$8.76M	Buy	291,239 +18,135	+7%	+$544K	﹤0.01%	2604
2023 Q4	$7.81M	Buy	273,104 +687	+0.3%	+$18.4K	﹤0.01%	2698
2023 Q3	$7M	Buy	272,417 +14,478	+6%	+$387K	﹤0.01%	2582
2023 Q2	$6.85M	Buy	257,939 +59,334	+30%	+$1.5M	﹤0.01%	2625
2023 Q1	$4.99M	Buy	198,605 +33,749	+20%	+$835K	﹤0.01%	2820
2022 Q4	$3.96M	Buy	+164,856	New	+$3.91M	﹤0.01%	3018

Other funds holding DUHP

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return