JP Morgan Chase
ME

JP Morgan Chase’s 23andMe Holding Co ME Stock Holding History

JP Morgan Chase’s Portfolio ME Stock Details ME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,750
Closed -$28.4K – 7886
2024
Q4 		$28.4K Buy
8,750
+6,701
+327% +$29.1K ﹤0.01% 6170
2024
Q3 		$14.2K Sell
2,049
-100
-5% -$746 ﹤0.01% 6308
2024
Q2 		$16.8K Sell
2,149
-7,484
-78% -$71.6K ﹤0.01% 6177
2024
Q1 		$102K Sell
9,633
-3,426
-26% -$44.1K ﹤0.01% 5664
2023
Q4 		$239K Sell
13,059
-7,294
-36% -$126K ﹤0.01% 5283
2023
Q3 		$398K Buy
20,353
+652
+3% +$18.3K ﹤0.01% 4618
2023
Q2 		$690K Buy
19,701
+1,883
+11% +$75K ﹤0.01% 4298
2023
Q1 		$812K Buy
17,818
+3,464
+24% +$167K ﹤0.01% 4184
2022
Q4 		$620K Buy
14,354
+1,566
+12% +$91.2K ﹤0.01% 4376
2022
Q3 		$732K Buy
12,788
+3,556
+39% +$233K ﹤0.01% 4238
2022
Q2 		$458K Buy
9,232
+4,926
+114% +$285K ﹤0.01% 4621
2022
Q1 		$330K Buy
4,306
+1,954
+83% +$178K ﹤0.01% 4931
2021
Q4 		$314K Buy
2,352
+1,583
+206% +$292K ﹤0.01% 5102
2021
Q3 		$139K Buy
769
+734
+2,097% +$130K ﹤0.01% 5410
2021
Q2 		$8K Hold
35
– – ﹤0.01% 6071
2021
Q1 		$7K Buy
+35
New +$8.55K ﹤0.01% 5835

Other funds holding ME

XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

JP Morgan Chase's ME Position: Q1 2025 in Review

JP Morgan Chase sold out of 23andMe Holding Co (ME) in Q1 2025, closing a stake of 8,750 shares — an estimated $28.4K sold.

JP Morgan Chase first reported a position in ME in Q1 2021 and held it in 16 quarters. The position peaked at $812K in Q1 2023. 12 funds tracked by Wall St. Rank hold ME as of Q1 2025.

  • JP Morgan Chase reported no remaining 23andMe Holding Co position as of Q1 2025 after selling out during the quarter.
  • JP Morgan Chase sold 8,750 23andMe Holding Co shares in Q1 2025, an estimated $28.4K.
  • JP Morgan Chase first reported a position in 23andMe Holding Co in Q1 2021 and held it in 16 quarters.
  • JP Morgan Chase's 23andMe Holding Co position peaked at $812K in Q1 2023.
  • 12 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q1 2025.

Based on JP Morgan Chase's 13F filing for Q1 2025, filed 12 May 2025.