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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$962K	Hold	2,984	–	–	3.89%	9
2025 Q3	$941K	Sell	2,984 -1,639	-35%	-$487K	1.18%	39
2025 Q2	$1.34M	Sell	4,623 -184	-4%	-$47K	1.21%	37
2025 Q1	$1.18M	Sell	4,807 -1,215	-20%	-$310K	1.09%	40
2024 Q4	$1.44M	Sell	6,022 -242	-4%	-$56.4K	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%	-$32.8K	0.65%	44
2023 Q2	$952K	Sell	6,546 -160	-2%	-$22K	0.62%	46
2023 Q1	$874K	Sell	6,706 -366	-5%	-$50.1K	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%	+$42.5K	0.59%	45
2021 Q4	$1.07M	Buy	6,784 +1,467	+28%	+$241K	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%	+$281K	0.46%	48
2020 Q4	$428K	Sell	3,364 -6,810	-67%	-$761K	0.27%	67
2020 Q3	$981K	Hold	10,174	–	–	0.61%	59
2020 Q2	$957K	Buy	10,174 +380	+4%	+$36.1K	0.67%	57
2020 Q1	$882K	Hold	9,794	–	–	0.83%	51
2019 Q4	$1.36M	Hold	9,794	–	–	0.91%	48
2019 Q3	$1.15M	Hold	9,794	–	–	0.82%	52
2019 Q2	$1.09M	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	$1.1M	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%	-$351K	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%	-$86K	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%	-$14.3K	1.25%	36
2016 Q3	$1.03M	Sell	15,527 -7,534	-33%	-$491K	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%	+$35.7K	0.15%	93
2015 Q4	$360K	Buy	5,445 +299	+6%	+$19.5K	0.11%	93
2015 Q3	$314K	Sell	5,146 -2,060	-29%	-$135K	0.05%	118
2015 Q2	$488K	Sell	7,206 -40,930	-85%	-$2.67M	0.06%	117
2015 Q1	$2.92M	Sell	48,136 -36,704	-43%	-$2.17M	0.16%	75
2014 Q4	$5.31M	Buy	84,840 +11,776	+16%	+$709K	0.27%	53
2014 Q3	$4.4M	Hold	73,064	–	–	0.23%	57
2014 Q2	$4.21M	Buy	73,064 +210	+0.3%	+$11.8K	0.2%	60
2014 Q1	$4.42M	Hold	72,854	–	–	0.2%	77
2013 Q4	$4.26M	Sell	72,854 -30	-0%	-$1.64K	0.19%	83
2013 Q3	$3.77K	Sell	72,884 -1,435	-2%	-$77K	0.15%	84
2013 Q2	$3.92M	Buy	+74,319	New	+$3.78M	0.19%	81

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Profit Investment Management's JPM Position: Q4 2025 in Review

Profit Investment Management held its JPMorgan Chase (JPM) position steady in Q4 2025 at 2,984 shares worth $962K. The position accounts for 3.89% of the portfolio, ranked #9.

Profit Investment Management first reported a position in JPM in Q2 2013 and has held it in 51 quarters since. The position peaked at $5.31M in Q4 2014. 5,136 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

Profit Investment Management held 2,984 shares of JPMorgan Chase worth $962K as of Q4 2025.
Profit Investment Management left its JPMorgan Chase share count unchanged in Q4 2025.
JPMorgan Chase made up 3.89% of Profit Investment Management's portfolio in Q4 2025, its #9 holding.
Profit Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 51 quarters since.
Profit Investment Management's JPMorgan Chase position peaked at $5.31M in Q4 2014.
5,136 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Profit Investment Management's 13F filing for Q4 2025, filed 8 Jan 2026.