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Meeder Advisory Services’s JPMorgan Chase JPM Stock Holding History

Meeder Advisory Services’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
2026
Q1 		$23.7M Sell
80,435
-485
-0.6% -$147K 0.99% 20
2025
Q4 		$26.1M Buy
80,920
+4,530
+6% +$1.4M 1.12% 19
2025
Q3 		$24.1M Buy
76,390
+3,073
+4% +$914K 1.12% 20
2025
Q2 		$21.3M Buy
73,317
+3,396
+5% +$867K 1.1% 19
2025
Q1 		$17.2M Buy
69,921
+2,855
+4% +$728K 1.03% 19
2024
Q4 		$16.1M Buy
67,066
+289
+0.4% +$67.3K 1% 21
2024
Q3 		$14.1M Sell
66,777
-631
-0.9% -$133K 0.91% 21
2024
Q2 		$13.6M Buy
67,408
+17,558
+35% +$3.43M 0.96% 20
2024
Q1 		$9.98M Buy
49,850
+2,081
+4% +$376K 1.02% 18
2023
Q4 		$8.13M Buy
47,769
+504
+1% +$76.4K 0.93% 18
2023
Q3 		$6.85M Sell
47,265
-4,876
-9% -$731K 0.86% 21
2023
Q2 		$7.58M Buy
52,141
+2,296
+5% +$316K 0.82% 20
2023
Q1 		$6.5M Buy
49,845
+3,279
+7% +$449K 0.75% 20
2022
Q4 		$6.24M Buy
+46,566
New +$5.9M 0.79% 19

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Meeder Advisory Services's JPM Position: Q1 2026 in Review

Meeder Advisory Services reduced its JPMorgan Chase (JPM) stake by 0.6% in Q1 2026, selling an estimated $147K and leaving 80,435 shares worth $23.7M. The position accounts for 0.99% of the portfolio, ranked #20.

Meeder Advisory Services first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $26.1M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Meeder Advisory Services held 80,435 shares of JPMorgan Chase worth $23.7M as of Q1 2026.
  • Meeder Advisory Services sold 485 JPMorgan Chase shares in Q1 2026, an estimated $147K.
  • JPMorgan Chase made up 0.99% of Meeder Advisory Services's portfolio in Q1 2026, its #20 holding.
  • Meeder Advisory Services first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • Meeder Advisory Services's JPMorgan Chase position peaked at $26.1M in Q4 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.