MAM
Meeder Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $499K | Buy |
1,721
+249
| +17% | +$72.2K | 0.03% | 178 |
|
|
2025
Q1 | $361K | Buy |
1,472
+757
| +106% | +$186K | 0.02% | 204 |
|
|
2024
Q4 | $171K | Sell |
715
-36
| -5% | -$8.63K | 0.01% | 232 |
|
|
2024
Q3 | $158K | Buy |
751
+15
| +2% | +$3.16K | 0.01% | 242 |
|
|
2024
Q2 | $149K | Sell |
736
-8,322
| -92% | -$1.68M | 0.01% | 226 |
|
|
2024
Q1 | $1.81M | Buy |
9,058
+1,894
| +26% | +$379K | 0.11% | 126 |
|
|
2023
Q4 | $1.22M | Buy |
7,164
+233
| +3% | +$39.6K | 0.09% | 136 |
|
|
2023
Q3 | $1.01M | Sell |
6,931
-265
| -4% | -$38.4K | 0.08% | 146 |
|
|
2023
Q2 | $1.05M | Sell |
7,196
-889
| -11% | -$129K | 0.08% | 156 |
|
|
2023
Q1 | $1.05M | Sell |
8,085
-367
| -4% | -$47.8K | 0.08% | 164 |
|
|
2022
Q4 | $1.13M | Sell |
8,452
-33,045
| -80% | -$4.43M | 0.1% | 181 |
|
|
2022
Q3 | $4.34M | Sell |
41,497
-1,727
| -4% | -$180K | 0.25% | 81 |
|
|
2022
Q2 | $4.87M | Buy |
43,224
+5,186
| +14% | +$584K | 0.28% | 68 |
|
|
2022
Q1 | $5.19M | Buy |
+38,038
| New | +$5.19M | 0.25% | 79 |
|
|
2021
Q4 | – | Sell |
-56,682
| Closed | -$9.28M | – | 1758 |
|
|
2021
Q3 | $9.28M | Sell |
56,682
-31,012
| -35% | -$5.08M | 0.49% | 49 |
|
|
2021
Q2 | $13.6M | Sell |
87,694
-31,808
| -27% | -$4.95M | 0.64% | 33 |
|
|
2021
Q1 | $18.2M | Buy |
119,502
+96,721
| +425% | +$14.7M | 0.93% | 18 |
|
|
2020
Q4 | $2.9M | Sell |
22,781
-54,375
| -70% | -$6.91M | 0.64% | 24 |
|
|
2020
Q3 | $7.43M | Sell |
77,156
-87,188
| -53% | -$8.39M | 0.48% | 45 |
|
|
2020
Q2 | $15.5M | Sell |
164,344
-12,110
| -7% | -$1.14M | 1.01% | 14 |
|
|
2020
Q1 | $15.9M | Buy |
176,454
+80,826
| +85% | +$7.28M | 1.23% | 10 |
|
|
2019
Q4 | $13.3M | Sell |
95,628
-18,237
| -16% | -$2.54M | 0.81% | 23 |
|
|
2019
Q3 | $13.4M | Sell |
113,865
-19,879
| -15% | -$2.34M | 0.89% | 17 |
|
|
2019
Q2 | $15M | Buy |
133,744
+65,087
| +95% | +$7.28M | 1.04% | 14 |
|
|
2019
Q1 | $6.95M | Sell |
68,657
-26,604
| -28% | -$2.69M | 0.55% | 52 |
|
|
2018
Q4 | $9.3M | Buy |
95,261
+27,546
| +41% | +$2.69M | 0.83% | 19 |
|
|
2018
Q3 | $7.64M | Sell |
67,715
-45,512
| -40% | -$5.14M | 0.57% | 50 |
|
|
2018
Q2 | $11.8M | Sell |
113,227
-9,255
| -8% | -$964K | 1.02% | 15 |
|
|
2018
Q1 | $13.5M | Buy |
122,482
+9,421
| +8% | +$1.04M | 1.25% | 10 |
|
|
2017
Q4 | $12.1M | Buy |
113,061
+3,709
| +3% | +$397K | 1.03% | 14 |
|
|
2017
Q3 | $10.4M | Sell |
109,352
-10,974
| -9% | -$1.05M | 1.14% | 7 |
|
|
2017
Q2 | $11M | Sell |
120,326
-60,371
| -33% | -$5.52M | 1.05% | 13 |
|
|
2017
Q1 | $15.9M | Buy |
180,697
+55,624
| +44% | +$4.89M | 1.42% | 8 |
|
|
2016
Q4 | $10.8M | Buy |
125,073
+60,806
| +95% | +$5.25M | 1.03% | 15 |
|
|
2016
Q3 | $4.28M | Sell |
64,267
-127,173
| -66% | -$8.47M | 0.36% | 50 |
|
|
2016
Q2 | $11.9M | Sell |
191,440
-9,126
| -5% | -$567K | 1.11% | 16 |
|
|
2016
Q1 | $11.9M | Sell |
200,566
-45,075
| -18% | -$2.67M | 1.12% | 14 |
|
|
2015
Q4 | $16.2M | Buy |
245,641
+55,849
| +29% | +$3.69M | 1.46% | 11 |
|
|
2015
Q3 | $11.6M | Buy |
189,792
+1,938
| +1% | +$118K | 1.13% | 8 |
|
|
2015
Q2 | $12.7M | Buy |
187,854
+63,907
| +52% | +$4.33M | 1.29% | 7 |
|
|
2015
Q1 | $7.51M | Buy |
123,947
+12,483
| +11% | +$756K | 0.81% | 19 |
|
|
2014
Q4 | $6.98M | Buy |
111,464
+529
| +0.5% | +$33.1K | 0.89% | 22 |
|
|
2014
Q3 | $6.68M | Sell |
110,935
-45,255
| -29% | -$2.73M | 0.98% | 28 |
|
|
2014
Q2 | $9M | Buy |
156,190
+95,165
| +156% | +$5.48M | 1.33% | 15 |
|
|
2014
Q1 | $3.71M | Buy |
61,025
+54,615
| +852% | +$3.32M | 0.61% | 54 |
|
|
2013
Q4 | $375K | Sell |
6,410
-210,735
| -97% | -$12.3M | 0.06% | 240 |
|
|
2013
Q3 | $11.2M | Buy |
217,145
+42,820
| +25% | +$2.21M | 2.13% | 3 |
|
|
2013
Q2 | $9.2M | Buy |
+174,325
| New | +$9.2M | 1.83% | 6 |
|