Meeder Advisory Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.3M | Buy |
73,317
+3,396
| +5% | +$985K | 1.1% | 19 |
|
|
2025
Q1 | $17.2M | Buy |
69,921
+2,855
| +4% | +$700K | 1.03% | 19 |
|
|
2024
Q4 | $16.1M | Buy |
67,066
+289
| +0.4% | +$69.3K | 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% | +$3.55M | 0.96% | 20 |
|
|
2024
Q1 | $9.98M | Buy |
49,850
+2,081
| +4% | +$417K | 1.02% | 18 |
|
|
2023
Q4 | $8.13M | Buy |
47,769
+504
| +1% | +$85.7K | 0.93% | 18 |
|
|
2023
Q3 | $6.85M | Sell |
47,265
-4,876
| -9% | -$707K | 0.86% | 21 |
|
|
2023
Q2 | $7.58M | Buy |
52,141
+2,296
| +5% | +$334K | 0.82% | 20 |
|
|
2023
Q1 | $6.5M | Buy |
49,845
+3,279
| +7% | +$427K | 0.75% | 20 |
|
|
2022
Q4 | $6.24M | Buy |
+46,566
| New | +$6.24M | 0.79% | 19 |
|