PA
JPM icon

Profund Advisors’s JPMorgan Chase JPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$11.6M Sell
40,115
-3,840
-9% -$1.11M 0.42% 40
2025
Q1
$10.8M Sell
43,955
-3,622
-8% -$888K 0.47% 40
2024
Q4
$11.4M Sell
47,577
-4,452
-9% -$1.07M 0.42% 39
2024
Q3
$11M Buy
52,029
+5,529
+12% +$1.17M 0.42% 42
2024
Q2
$9.41M Sell
46,500
-1,627
-3% -$329K 0.35% 44
2024
Q1
$9.64M Buy
48,127
+275
+0.6% +$55.1K 0.38% 44
2023
Q4
$8.14M Buy
47,852
+9,635
+25% +$1.64M 0.35% 49
2023
Q3
$5.54M Sell
38,217
-1,170
-3% -$170K 0.31% 52
2023
Q2
$5.73M Sell
39,387
-1,248
-3% -$182K 0.31% 48
2023
Q1
$5.3M Sell
40,635
-20,205
-33% -$2.63M 0.33% 46
2022
Q4
$8.16M Buy
60,840
+3,086
+5% +$414K 0.53% 35
2022
Q3
$6.04M Sell
57,754
-1,624
-3% -$170K 0.43% 40
2022
Q2
$6.69M Sell
59,378
-22,855
-28% -$2.57M 0.42% 41
2022
Q1
$11.2M Sell
82,233
-9,670
-11% -$1.32M 0.47% 33
2021
Q4
$14.6M Buy
91,903
+1,049
+1% +$166K 0.48% 32
2021
Q3
$14.9M Sell
90,854
-189,217
-68% -$31M 0.5% 32
2021
Q2
$43.6M Buy
280,071
+166,345
+146% +$25.9M 1.46% 10
2021
Q1
$17.3M Sell
113,726
-8,103
-7% -$1.23M 0.67% 22
2020
Q4
$15.5M Buy
121,829
+46,746
+62% +$5.94M 0.68% 23
2020
Q3
$7.23M Sell
75,083
-414
-0.5% -$39.9K 0.37% 42
2020
Q2
$7.1M Buy
75,497
+4,920
+7% +$463K 0.4% 37
2020
Q1
$6.35M Sell
70,577
-67,750
-49% -$6.1M 0.48% 35
2019
Q4
$19.3M Sell
138,327
-1,819
-1% -$254K 0.84% 18
2019
Q3
$16.5M Buy
140,146
+24,837
+22% +$2.92M 0.83% 16
2019
Q2
$12.9M Buy
115,309
+26,076
+29% +$2.92M 0.61% 24
2019
Q1
$9.03M Buy
89,233
+3,574
+4% +$362K 0.43% 37
2018
Q4
$8.36M Sell
85,659
-30,121
-26% -$2.94M 0.52% 32
2018
Q3
$13.1M Sell
115,780
-10,745
-8% -$1.21M 0.5% 29
2018
Q2
$13.2M Sell
126,525
-79,577
-39% -$8.29M 0.53% 30
2018
Q1
$22.7M Sell
206,102
-20,195
-9% -$2.22M 0.9% 17
2017
Q4
$24.2M Buy
226,297
+91,099
+67% +$9.74M 0.93% 17
2017
Q3
$12.9M Sell
135,198
-4,529
-3% -$433K 0.54% 29
2017
Q2
$12.8M Sell
139,727
-73,744
-35% -$6.74M 0.58% 23
2017
Q1
$18.8M Sell
213,471
-17,532
-8% -$1.54M 0.84% 18
2016
Q4
$19.9M Buy
231,003
+93,152
+68% +$8.04M 0.92% 15
2016
Q3
$9.18M Buy
137,851
+12,773
+10% +$851K 0.44% 31
2016
Q2
$7.77M Buy
125,078
+9,411
+8% +$585K 0.38% 30
2016
Q1
$6.85M Sell
115,667
-36,806
-24% -$2.18M 0.36% 38
2015
Q4
$10.1M Buy
152,473
+32,761
+27% +$2.16M 0.48% 29
2015
Q3
$7.3M Sell
119,712
-91,694
-43% -$5.59M 0.42% 31
2015
Q2
$14.3M Buy
211,406
+60,476
+40% +$4.1M 0.59% 22
2015
Q1
$9.14M Sell
150,930
-34,198
-18% -$2.07M 0.36% 35
2014
Q4
$11.6M Sell
185,128
-4,784
-3% -$299K 0.47% 26
2014
Q3
$11.4M Buy
189,912
+19,220
+11% +$1.16M 0.54% 25
2014
Q2
$9.84M Sell
170,692
-52,088
-23% -$3M 0.43% 28
2014
Q1
$13.5M Buy
222,780
+45,176
+25% +$2.74M 0.61% 22
2013
Q4
$10.4M Sell
177,604
-22,412
-11% -$1.31M 0.47% 23
2013
Q3
$10.3M Sell
200,016
-9,778
-5% -$505K 0.55% 16
2013
Q2
$11.1M Buy
+209,794
New +$11.1M 0.78% 13