Proficio Capital Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.27M | Buy |
4,334
+25
| +0.6% | +$7.59K | 0.07% | 119 |
|
|
2025
Q4 | $1.39M | Sell |
4,309
-371
| -8% | -$115K | 0.1% | 103 |
|
|
2025
Q3 | $1.48M | Sell |
4,680
-22,786
| -83% | -$6.78M | 0.1% | 84 |
|
|
2025
Q2 | $7.96M | Buy |
27,466
+12,275
| +81% | +$3.13M | 0.5% | 44 |
|
|
2025
Q1 | $3.73M | Buy |
15,191
+94
| +0.6% | +$24K | 0.29% | 60 |
|
|
2024
Q4 | $3.62M | Buy |
15,097
+4,912
| +48% | +$1.14M | 0.29% | 55 |
|
|
2024
Q3 | $2.15M | Sell |
10,185
-3,955
| -28% | -$833K | 0.21% | 69 |
|
|
2024
Q2 | $2.86M | Buy |
14,140
+263
| +2% | +$51.4K | 0.3% | 57 |
|
|
2024
Q1 | $2.78M | Buy |
13,877
+542
| +4% | +$97.8K | 0.31% | 61 |
|
|
2023
Q4 | $2.27M | Buy |
13,335
+418
| +3% | +$63.3K | 0.28% | 52 |
|
|
2023
Q3 | $1.87M | Buy |
12,917
+259
| +2% | +$38.8K | 0.25% | 56 |
|
|
2023
Q2 | $1.84M | Buy |
12,658
+484
| +4% | +$66.6K | 0.25% | 58 |
|
|
2023
Q1 | $1.59M | Buy |
12,174
+802
| +7% | +$110K | 0.25% | 59 |
|
|
2022
Q4 | $1.53M | Buy |
11,372
+772
| +7% | +$97.8K | 0.29% | 53 |
|
|
2022
Q3 | $1.12M | Sell |
10,600
-2,788
| -21% | -$320K | 0.21% | 71 |
|
|
2022
Q2 | $1.51M | Sell |
13,388
-1,097
| -8% | -$136K | 0.28% | 55 |
|
|
2022
Q1 | $1.97M | Buy |
14,485
+1,180
| +9% | +$174K | 0.29% | 59 |
|
|
2021
Q4 | $2.11M | Buy |
13,305
+84
| +0.6% | +$13.8K | 0.29% | 65 |
|
|
2021
Q3 | $2.16M | Buy |
13,221
+1,565
| +13% | +$245K | 0.28% | 65 |
|
|
2021
Q2 | $1.81M | Buy |
11,656
+65
| +0.6% | +$10.2K | 0.22% | 66 |
|
|
2021
Q1 | $1.75M | Buy |
11,591
+3,095
| +36% | +$445K | 0.23% | 64 |
|
|
2020
Q4 | $1.08M | Buy |
8,496
+521
| +7% | +$58.2K | 0.17% | 69 |
|
|
2020
Q3 | $722K | Sell |
7,975
-456
| -5% | -$44.8K | 0.13% | 80 |
|
|
2020
Q2 | $793K | Buy |
8,431
+248
| +3% | +$23.5K | 0.16% | 70 |
|
|
2020
Q1 | $666K | Buy |
8,183
+2,081
| +34% | +$253K | 0.17% | 73 |
|
|
2019
Q4 | $851K | Buy |
6,102
+381
| +7% | +$48.9K | 0.25% | 62 |
|
|
2019
Q3 | $673K | Sell |
5,721
-709
| -11% | -$80.2K | 0.25% | 60 |
|
|
2019
Q2 | $719K | Buy |
6,430
+413
| +7% | +$45.5K | 0.25% | 63 |
|
|
2019
Q1 | $609K | Buy |
6,017
+915
| +18% | +$94.3K | 0.22% | 72 |
|
|
2018
Q4 | $498K | Buy |
5,102
+786
| +18% | +$83.7K | 0.22% | 67 |
|
|
2018
Q3 | $487K | Sell |
4,316
-15
| -0.3% | -$1.7K | 0.16% | 74 |
|
|
2018
Q2 | $451K | Buy |
4,331
+70
| +2% | +$7.68K | 0.19% | 82 |
|
|
2018
Q1 | $469K | Buy |
4,261
+755
| +22% | +$85.5K | 0.14% | 85 |
|
|
2017
Q4 | $375K | Buy |
3,506
+51
| +1% | +$5.16K | 0.12% | 89 |
|
|
2017
Q3 | $330K | Sell |
3,455
-870
| -20% | -$80.2K | 0.13% | 94 |
|
|
2017
Q2 | $403K | Buy |
4,325
+274
| +7% | +$23.6K | 0.17% | 92 |
|
|
2017
Q1 | $347K | Sell |
4,051
-37,430
| -90% | -$3.3M | 0.15% | 103 |
|
|
2016
Q4 | $3.58M | Buy |
41,481
+40,057
| +2,813% | +$3.05M | 1.52% | 10 |
|
|
2016
Q3 | $95K | Buy |
1,424
+21
| +1% | +$1.37K | 0.05% | 186 |
|
|
2016
Q2 | $90K | Buy |
1,403
+613
| +78% | +$38.3K | 0.06% | 189 |
|
|
2016
Q1 | $47K | Buy |
790
+19
| +2% | +$1.11K | 0.04% | 223 |
|
|
2015
Q4 | $51K | Buy |
+771
| New | +$50.2K | 0.05% | 137 |
|
Other funds holding JPM
VCM
VPM
