JP Morgan Chase’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.2M | Buy |
295,285
+154,726
| +110% | +$12.6M | ﹤0.01% | 2111 |
|
|
2025
Q4 | $12.1M | Sell |
140,559
-59,772
| -30% | -$5.11M | ﹤0.01% | 2520 |
|
|
2025
Q3 | $18.3M | Buy |
200,331
+33,136
| +20% | +$2.68M | ﹤0.01% | 2174 |
|
|
2025
Q2 | $11.7M | Sell |
167,195
-36,200
| -18% | -$2.54M | ﹤0.01% | 2416 |
|
|
2025
Q1 | $13.9M | Sell |
203,395
-123,353
| -38% | -$8.79M | ﹤0.01% | 2255 |
|
|
2024
Q4 | $24.4M | Buy |
326,748
+102,982
| +46% | +$8.4M | ﹤0.01% | 1855 |
|
|
2024
Q3 | $20.8M | Buy |
223,766
+18,143
| +9% | +$1.62M | ﹤0.01% | 1960 |
|
|
2024
Q2 | $17.6M | Sell |
205,623
-30,606
| -13% | -$2.57M | ﹤0.01% | 1971 |
|
|
2024
Q1 | $19.8M | Buy |
236,229
+23,350
| +11% | +$1.92M | ﹤0.01% | 1893 |
|
|
2023
Q4 | $17.9M | Buy |
212,879
+12,644
| +6% | +$1.01M | ﹤0.01% | 1951 |
|
|
2023
Q3 | $15M | Sell |
200,235
-6,296
| -3% | -$512K | ﹤0.01% | 1919 |
|
|
2023
Q2 | $17.5M | Buy |
206,531
+8,571
| +4% | +$705K | ﹤0.01% | 1801 |
|
|
2023
Q1 | $15.6M | Buy |
197,960
+36,505
| +23% | +$2.81M | ﹤0.01% | 1874 |
|
|
2022
Q4 | $11.8M | Buy |
161,455
+2,844
| +2% | +$184K | ﹤0.01% | 2103 |
|
|
2022
Q3 | $9.18M | Sell |
158,611
-22
| -0% | -$1.37K | ﹤0.01% | 2213 |
|
|
2022
Q2 | $9.92M | Buy |
158,633
+7,191
| +5% | +$486K | ﹤0.01% | 2173 |
|
|
2022
Q1 | $11.4M | Sell |
151,442
-131,184
| -46% | -$10M | ﹤0.01% | 2246 |
|
|
2021
Q4 | $22.5M | Sell |
282,626
-5,016
| -2% | -$410K | ﹤0.01% | 1725 |
|
|
2021
Q3 | $23.9M | Sell |
287,642
-85,059
| -23% | -$7.29M | ﹤0.01% | 1614 |
|
|
2021
Q2 | $32.8M | Buy |
372,701
+157,656
| +73% | +$14.4M | ﹤0.01% | 1452 |
|
|
2021
Q1 | $19.1M | Buy |
215,045
+6,042
| +3% | +$494K | ﹤0.01% | 1797 |
|
|
2020
Q4 | $15.3M | Buy |
209,003
+46,460
| +29% | +$3.3M | ﹤0.01% | 1843 |
|
|
2020
Q3 | $11.2M | Buy |
162,543
+26,045
| +19% | +$1.92M | ﹤0.01% | 1951 |
|
|
2020
Q2 | $9.62M | Buy |
136,498
+5,604
| +4% | +$377K | ﹤0.01% | 1931 |
|
|
2020
Q1 | $7.62M | Sell |
130,894
-19,546
| -13% | -$1.33M | ﹤0.01% | 1942 |
|
|
2019
Q4 | $11.2M | Sell |
150,440
-47,119
| -24% | -$3.54M | ﹤0.01% | 2027 |
|
|
2019
Q3 | $15.3M | Buy |
197,559
+9,079
| +5% | +$689K | ﹤0.01% | 1806 |
|
|
2019
Q2 | $13.6M | Buy |
188,480
+51,224
| +37% | +$3.72M | ﹤0.01% | 1857 |
|
|
2019
Q1 | $9.74M | Sell |
137,256
-51,531
| -27% | -$3.61M | ﹤0.01% | 2077 |
|
|
2018
Q4 | $12.3M | Buy |
188,787
+25,208
| +15% | +$1.66M | ﹤0.01% | 1842 |
|
|
2018
Q3 | $10.6M | Buy |
163,579
+35,582
| +28% | +$2.31M | ﹤0.01% | 2154 |
|
|
2018
Q2 | $7.95M | Sell |
127,997
-26,196
| -17% | -$1.7M | ﹤0.01% | 2325 |
|
|
2018
Q1 | $10.3M | Buy |
154,193
+52,576
| +52% | +$3.57M | ﹤0.01% | 2012 |
|
|
2017
Q4 | $7.27M | Buy |
101,617
+94,047
| +1,242% | +$6.33M | ﹤0.01% | 2375 |
|
|
2017
Q3 | $487K | Sell |
7,570
-18,272
| -71% | -$1.12M | ﹤0.01% | 3840 |
|
|
2017
Q2 | $1.62M | Buy |
25,842
+21,221
| +459% | +$1.32M | ﹤0.01% | 3169 |
|
|
2017
Q1 | $287K | Sell |
4,621
-10,294
| -69% | -$605K | ﹤0.01% | 3934 |
|
|
2016
Q4 | $832K | Buy |
14,915
+12,035
| +418% | +$654K | ﹤0.01% | 3524 |
|
|
2016
Q3 | $163K | Sell |
2,880
-17,184
| -86% | -$1M | ﹤0.01% | 3749 |
|
|
2016
Q2 | $1.11M | Sell |
20,064
-2,669
| -12% | -$144K | ﹤0.01% | 3120 |
|
|
2016
Q1 | $1.2M | Sell |
22,733
-2,548
| -10% | -$130K | ﹤0.01% | 2989 |
|
|
2015
Q4 | $1.42M | Sell |
25,281
-2,752
| -10% | -$166K | ﹤0.01% | 2944 |
|
|
2015
Q3 | $1.67M | Sell |
28,033
-23,541
| -46% | -$1.5M | ﹤0.01% | 2834 |
|
|
2015
Q2 | $3.39M | Buy |
51,574
+487
| +1% | +$31.9K | ﹤0.01% | 2623 |
|
|
2015
Q1 | $3.41M | Buy |
51,087
+36,800
| +258% | +$2.19M | ﹤0.01% | 2590 |
|
|
2014
Q4 | $784K | Sell |
14,287
-63,823
| -82% | -$3.1M | ﹤0.01% | 3472 |
|
|
2014
Q3 | $3.13M | Buy |
78,110
+62,525
| +401% | +$2.59M | ﹤0.01% | 2645 |
|
|
2014
Q2 | $672K | Buy |
15,585
+1,313
| +9% | +$56.4K | ﹤0.01% | 3015 |
|
|
2014
Q1 | $640K | Sell |
14,272
-72,921
| -84% | -$3.3M | ﹤0.01% | 3044 |
|
|
2013
Q4 | $3.83M | Buy |
87,193
+176
| +0.2% | +$8.11K | ﹤0.01% | 2344 |
|
|
2013
Q3 | $3.92M | Sell |
87,017
-31,799
| -27% | -$1.23M | ﹤0.01% | 2350 |
|
|
2013
Q2 | $4.42M | Buy |
+118,816
| New | +$4.54M | ﹤0.01% | 2218 |
|
Other funds holding MMS
VPM
VCM
VBA