MML Investors Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267M | Buy |
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|
2025
Q1 | $220M | Buy |
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|
2024
Q4 | $208M | Buy |
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|
2024
Q3 | $176M | Buy |
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|
2024
Q2 | $162M | Sell |
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|
2024
Q1 | $166M | Buy |
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|
2023
Q4 | $138M | Buy |
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|
2023
Q3 | $104M | Buy |
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|
2023
Q2 | $101M | Buy |
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|
2023
Q1 | $80.4M | Sell |
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|
2022
Q4 | $88M | Buy |
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|
2022
Q3 | $65.3M | Buy |
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|
2022
Q2 | $66.1M | Buy |
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|
2022
Q1 | $76.7M | Buy |
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|
2021
Q4 | $84.5M | Buy |
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|
2021
Q3 | $79.9M | Buy |
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|
2021
Q2 | $72.8M | Buy |
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|
2021
Q1 | $65.3M | Buy |
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|
2020
Q4 | $52.1M | Sell |
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|
2020
Q3 | $40.1M | Buy |
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|
2020
Q2 | $36.2M | Buy |
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|
2020
Q1 | $30M | Buy |
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|
2019
Q4 | $39.8M | Buy |
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|
2019
Q3 | $32.3M | Sell |
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|
2019
Q2 | $37M | Buy |
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|
2019
Q1 | $30.9M | Buy |
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|
2018
Q4 | $26.1M | Buy |
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|
2018
Q3 | $27.8M | Buy |
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|
2018
Q2 | $18.6M | Buy |
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|
2018
Q1 | $17.1M | Buy |
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|
2017
Q4 | $16.5M | Buy |
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|
2017
Q3 | $14.4M | Buy |
|
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|
2017
Q2 | $12.1M | Sell |
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|
2017
Q1 | $14.2M | Buy |
|