Profit Investment Management’s JPMorgan Chase JPM Stock Holding History

Profit Investment Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.34M	Sell	4,623 -184	-4%	-$53.3K	1.21%	37
2025 Q1	$1.18M	Sell	4,807 -1,215	-20%	-$298K	1.09%	40
2024 Q4	$1.44M	Sell	6,022 -242	-4%	-$58K	1.16%	43
2024 Q3	$1.32M	Sell	6,264 -63	-1%	-$13.3K	1.04%	46
2024 Q2	$1.28M	Hold	6,327	–	–	0.8%	42
2024 Q1	$1.27M	Hold	6,327	–	–	0.72%	45
2023 Q4	$1.08M	Hold	6,327	–	–	0.62%	46
2023 Q3	$918K	Sell	6,327 -219	-3%	-$31.8K	0.65%	44
2023 Q2	$952K	Sell	6,546 -160	-2%	-$23.3K	0.62%	46
2023 Q1	$874K	Sell	6,706 -366	-5%	-$47.7K	0.58%	46
2022 Q4	$948K	Hold	7,072	–	–	0.67%	41
2022 Q3	$739K	Hold	7,072	–	–	0.57%	45
2022 Q2	$796K	Hold	7,072	–	–	0.58%	48
2022 Q1	$963K	Buy	7,072 +288	+4%	+$39.2K	0.59%	45
2021 Q4	$1.08M	Buy	6,784 +1,467	+28%	+$232K	0.68%	42
2021 Q3	$871K	Hold	5,317	–	–	0.61%	38
2021 Q2	$828K	Hold	5,317	–	–	0.44%	49
2021 Q1	$811K	Buy	5,317 +1,953	+58%	+$298K	0.46%	48
2020 Q4	$428K	Sell	3,364 -6,810	-67%	-$866K	0.27%	67
2020 Q3	$981K	Hold	10,174	–	–	0.61%	59
2020 Q2	$957K	Buy	10,174 +380	+4%	+$35.7K	0.67%	57
2020 Q1	$882K	Hold	9,794	–	–	0.83%	51
2019 Q4	$1.37M	Hold	9,794	–	–	0.91%	48
2019 Q3	$1.15M	Hold	9,794	–	–	0.82%	52
2019 Q2	$1.1M	Hold	9,794	–	–	0.81%	51
2019 Q1	$991K	Hold	9,794	–	–	0.76%	55
2018 Q4	$956K	Hold	9,794	–	–	0.87%	50
2018 Q3	$1.11M	Hold	9,794	–	–	0.82%	49
2018 Q2	$1.02M	Hold	9,794	–	–	0.81%	52
2018 Q1	$1.08M	Sell	9,794 -3,104	-24%	-$341K	0.91%	50
2017 Q4	$1.38M	Hold	12,898	–	–	1.05%	44
2017 Q3	$1.23M	Hold	12,898	–	–	1.07%	48
2017 Q2	$1.18M	Sell	12,898 -997	-7%	-$91.1K	1.07%	42
2017 Q1	$1.22M	Sell	13,895 -1,444	-9%	-$127K	0.99%	42
2016 Q4	$1.32M	Sell	15,339 -188	-1%	-$16.2K	1.25%	36
2016 Q3	$1.03M	Sell	15,527 -7,534	-33%	-$502K	1.02%	44
2016 Q2	$1.43M	Buy	23,061 +17,004	+281%	+$1.06M	1.16%	34
2016 Q1	$359K	Buy	6,057 +612	+11%	+$36.3K	0.15%	93
2015 Q4	$360K	Buy	5,445 +299	+6%	+$19.8K	0.11%	93
2015 Q3	$314K	Sell	5,146 -2,060	-29%	-$126K	0.05%	118
2015 Q2	$488K	Sell	7,206 -40,930	-85%	-$2.77M	0.06%	117
2015 Q1	$2.92M	Sell	48,136 -36,704	-43%	-$2.22M	0.16%	75
2014 Q4	$5.31M	Buy	84,840 +11,776	+16%	+$737K	0.27%	53
2014 Q3	$4.4M	Hold	73,064	–	–	0.23%	57
2014 Q2	$4.21M	Buy	73,064 +210	+0.3%	+$12.1K	0.2%	60
2014 Q1	$4.42M	Hold	72,854	–	–	0.2%	77
2013 Q4	$4.26M	Sell	72,854 -30	-0%	-$1.76K	0.19%	83
2013 Q3	$3.77K	Sell	72,884 -1,435	-2%	-$74	0.15%	84
2013 Q2	$3.92M	Buy	+74,319	New	+$3.92M	0.19%	81