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Proffitt & Goodson’s JPMorgan Chase JPM Stock Holding History

Proffitt & Goodson’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.85M Sell
5,642
-228
-4% -$70.8K 0.25% 40
2026
Q1 		$1.73M Sell
5,870
-255
-4% -$77.4K 0.27% 36
2025
Q4 		$1.97M Sell
6,125
-1,540
-20% -$477K 0.28% 37
2025
Q3 		$2.42M Sell
7,665
-246
-3% -$73.2K 0.35% 32
2025
Q2 		$2.29M Buy
7,911
+124
+2% +$31.6K 0.35% 31
2025
Q1 		$1.91M Sell
7,787
-128
-2% -$32.6K 0.31% 35
2024
Q4 		$1.9M Sell
7,915
-35
-0.4% -$8.15K 0.31% 36
2024
Q3 		$1.68M Sell
7,950
-109
-1% -$23K 0.27% 38
2024
Q2 		$1.63M Sell
8,059
-65
-0.8% -$12.7K 0.29% 38
2024
Q1 		$1.63M Sell
8,124
-189
-2% -$34.1K 0.29% 39
2023
Q4 		$1.41M Sell
8,313
-143
-2% -$21.7K 0.27% 41
2023
Q3 		$1.23M Sell
8,456
-324
-4% -$48.6K 0.25% 46
2023
Q2 		$1.28M Buy
8,780
+105
+1% +$14.4K 0.25% 43
2023
Q1 		$1.13M Buy
8,675
+630
+8% +$86.3K 0.23% 45
2022
Q4 		$1.08M Buy
8,045
+91
+1% +$11.5K 0.23% 52
2022
Q3 		$831K Sell
7,954
-69
-0.9% -$7.92K 0.18% 60
2022
Q2 		$903K Buy
8,023
+551
+7% +$68.3K 0.18% 59
2022
Q1 		$1.02M Buy
7,472
+310
+4% +$45.8K 0.18% 58
2021
Q4 		$1.13M Sell
7,162
-53
-0.7% -$8.7K 0.2% 57
2021
Q3 		$1.18M Hold
7,215
– – 0.22% 49
2021
Q2 		$1.12M Sell
7,215
-113
-2% -$17.7K 0.2% 51
2021
Q1 		$1.12M Sell
7,328
-309
-4% -$44.5K 0.21% 53
2020
Q4 		$970K Sell
7,637
-359
-4% -$40.1K 0.2% 59
2020
Q3 		$770K Sell
7,996
-296
-4% -$29.1K 0.16% 61
2020
Q2 		$780K Sell
8,292
-253
-3% -$24K 0.17% 55
2020
Q1 		$769K Sell
8,545
-668
-7% -$81.2K 0.2% 51
2019
Q4 		$1.28M Sell
9,213
-411
-4% -$52.7K 0.29% 41
2019
Q3 		$1.13M Buy
9,624
+170
+2% +$19.2K 0.27% 42
2019
Q2 		$1.06M Sell
9,454
-190
-2% -$20.9K 0.26% 44
2019
Q1 		$976K Sell
9,644
-241
-2% -$24.8K 0.25% 47
2018
Q4 		$965K Sell
9,885
-497
-5% -$53K 0.27% 47
2018
Q3 		$1.17M Sell
10,382
-418
-4% -$47.5K 0.29% 40
2018
Q2 		$1.13M Sell
10,800
-1,067
-9% -$117K 0.48% 24
2018
Q1 		$1.3M Sell
11,867
-602
-5% -$68.2K 0.56% 22
2017
Q4 		$1.33M Sell
12,469
-1,067
-8% -$108K 0.55% 22
2017
Q3 		$1.29M Sell
13,536
-625
-4% -$57.6K 0.57% 22
2017
Q2 		$1.29M Buy
14,161
+7,411
+110% +$639K 0.58% 25
2017
Q1 		$593K Buy
6,750
+480
+8% +$42.3K 0.28% 42
2016
Q4 		$541K Buy
6,270
+550
+10% +$41.9K 0.27% 42
2016
Q3 		$381K Buy
5,720
+860
+18% +$56.1K 0.2% 43
2016
Q2 		$302K Hold
4,860
– – 0.17% 42
2016
Q1 		$288K Buy
4,860
+230
+5% +$13.4K 0.16% 41
2015
Q4 		$306K Buy
4,630
+920
+25% +$59.9K 0.18% 40
2015
Q3 		$226K Buy
+3,710
New +$243K 0.14% 40

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Proffitt & Goodson's JPM Position: Q2 2026 in Review

Proffitt & Goodson reduced its JPMorgan Chase (JPM) stake by 3.9% in Q2 2026, selling an estimated $70.8K and leaving 5,642 shares worth $1.85M. The position accounts for 0.25% of the portfolio, ranked #40.

Proffitt & Goodson first reported a position in JPM in Q3 2015 and has held it in 44 quarters since. The position peaked at $2.42M in Q3 2025. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Proffitt & Goodson held 5,642 shares of JPMorgan Chase worth $1.85M as of Q2 2026.
  • Proffitt & Goodson sold 228 JPMorgan Chase shares in Q2 2026, an estimated $70.8K.
  • JPMorgan Chase made up 0.25% of Proffitt & Goodson's portfolio in Q2 2026, its #40 holding.
  • Proffitt & Goodson first reported a position in JPMorgan Chase in Q3 2015 and has held it in 44 quarters since.
  • Proffitt & Goodson's JPMorgan Chase position peaked at $2.42M in Q3 2025.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Proffitt & Goodson's 13F filing for Q2 2026, filed 22 Jul 2026.