JP Morgan Chase
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JP Morgan Chase’s ProShares Ultra Russell2000 UWM Stock Holding History

JP Morgan Chase’s Portfolio UWM Stock Details UWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,100
Closed -$130K – 7753
2024
Q4 		$130K Sell
3,100
-2,100
-40% -$95K ﹤0.01% 5652
2024
Q3 		$223K Sell
5,200
-21
-0.4% -$856 ﹤0.01% 5358
2024
Q2 		$194K Sell
5,221
-139
-3% -$5.18K ﹤0.01% 5179
2024
Q1 		$219K Sell
5,360
-40
-0.7% -$1.48K ﹤0.01% 5302
2023
Q4 		$205K Sell
5,400
-100
-2% -$3.08K ﹤0.01% 5377
2023
Q3 		$166K Buy
5,500
+5,450
+10,900% +$187K ﹤0.01% 5179
2023
Q2 		$1.72K Buy
+50
New +$1.57K ﹤0.01% 6371
2022
Q2 		– Sell
-100
Closed -$5K – 6912
2022
Q1 		$5K Hold
100
– – ﹤0.01% 6329
2021
Q4 		$6K Buy
+100
New +$5.75K ﹤0.01% 6399
2021
Q3 		– Sell
-1,900
Closed -$114K – 6825
2021
Q2 		$114K Hold
1,900
– – ﹤0.01% 5495
2021
Q1 		$106K Sell
1,900
-2,100
-53% -$116K ﹤0.01% 5357
2020
Q4 		$179K Buy
+4,000
New +$144K ﹤0.01% 4846
2020
Q2 		– Sell
-2,042
Closed -$34K – 5718
2020
Q1 		$34K Buy
+2,042
New +$64.2K ﹤0.01% 4832

Other funds holding UWM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
CWM
Crowley Wealth Management Wilmington, Delaware $126M AUM 23.04% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JP Morgan Chase's UWM Position: Q1 2025 in Review

JP Morgan Chase sold out of ProShares Ultra Russell2000 (UWM) in Q1 2025, closing a stake of 3,100 shares — an estimated $130K sold.

JP Morgan Chase first reported a position in UWM in Q1 2020 and held it in 13 quarters. The position peaked at $223K in Q3 2024. 53 funds tracked by Wall St. Rank hold UWM as of Q1 2025.

  • JP Morgan Chase reported no remaining ProShares Ultra Russell2000 position as of Q1 2025 after selling out during the quarter.
  • JP Morgan Chase sold 3,100 ProShares Ultra Russell2000 shares in Q1 2025, an estimated $130K.
  • JP Morgan Chase first reported a position in ProShares Ultra Russell2000 in Q1 2020 and held it in 13 quarters.
  • JP Morgan Chase's ProShares Ultra Russell2000 position peaked at $223K in Q3 2024.
  • 53 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q1 2025.

Based on JP Morgan Chase's 13F filing for Q1 2025, filed 12 May 2025.