MML Investors Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267M | Buy |
921,730
+24,753
| +3% | +$7.18M | 0.77% | 21 |
|
|
2025
Q1 | $220M | Buy |
896,977
+30,920
| +4% | +$7.58M | 0.73% | 20 |
|
|
2024
Q4 | $208M | Buy |
866,057
+31,391
| +4% | +$7.52M | 0.72% | 21 |
|
|
2024
Q3 | $176M | Buy |
834,666
+32,529
| +4% | +$6.86M | 0.64% | 23 |
|
|
2024
Q2 | $162M | Sell |
802,137
-28,001
| -3% | -$5.66M | 0.66% | 22 |
|
|
2024
Q1 | $166M | Buy |
830,138
+18,524
| +2% | +$3.71M | 0.69% | 20 |
|
|
2023
Q4 | $138M | Buy |
811,614
+92,601
| +13% | +$15.8M | 0.64% | 21 |
|
|
2023
Q3 | $104M | Buy |
719,013
+23,603
| +3% | +$3.42M | 0.58% | 26 |
|
|
2023
Q2 | $101M | Buy |
695,410
+78,568
| +13% | +$11.4M | 0.56% | 29 |
|
|
2023
Q1 | $80.4M | Sell |
616,842
-39,543
| -6% | -$5.15M | 0.57% | 28 |
|
|
2022
Q4 | $88M | Buy |
656,385
+31,309
| +5% | +$4.2M | 0.58% | 25 |
|
|
2022
Q3 | $65.3M | Buy |
625,076
+37,902
| +6% | +$3.96M | 0.5% | 27 |
|
|
2022
Q2 | $66.1M | Buy |
587,174
+24,746
| +4% | +$2.79M | 0.5% | 29 |
|
|
2022
Q1 | $76.7M | Buy |
562,428
+29,097
| +5% | +$3.97M | 0.54% | 26 |
|
|
2021
Q4 | $84.5M | Buy |
533,331
+45,336
| +9% | +$7.18M | 0.61% | 25 |
|
|
2021
Q3 | $79.9M | Buy |
487,995
+20,025
| +4% | +$3.28M | 0.64% | 23 |
|
|
2021
Q2 | $72.8M | Buy |
467,970
+38,893
| +9% | +$6.05M | 0.61% | 28 |
|
|
2021
Q1 | $65.3M | Buy |
429,077
+18,968
| +5% | +$2.89M | 0.62% | 25 |
|
|
2020
Q4 | $52.1M | Sell |
410,109
-5,988
| -1% | -$761K | 0.56% | 31 |
|
|
2020
Q3 | $40.1M | Buy |
416,097
+31,175
| +8% | +$3M | 0.5% | 45 |
|
|
2020
Q2 | $36.2M | Buy |
384,922
+51,323
| +15% | +$4.83M | 0.48% | 46 |
|
|
2020
Q1 | $30M | Buy |
333,599
+48,151
| +17% | +$4.34M | 0.52% | 37 |
|
|
2019
Q4 | $39.8M | Buy |
285,448
+11,256
| +4% | +$1.57M | 0.57% | 26 |
|
|
2019
Q3 | $32.3M | Sell |
274,192
-57,141
| -17% | -$6.72M | 0.52% | 29 |
|
|
2019
Q2 | $37M | Buy |
331,333
+26,454
| +9% | +$2.96M | 0.53% | 33 |
|
|
2019
Q1 | $30.9M | Buy |
304,879
+37,209
| +14% | +$3.77M | 0.48% | 37 |
|
|
2018
Q4 | $26.1M | Buy |
267,670
+21,738
| +9% | +$2.12M | 0.47% | 40 |
|
|
2018
Q3 | $27.8M | Buy |
245,932
+67,502
| +38% | +$7.62M | 0.47% | 41 |
|
|
2018
Q2 | $18.6M | Buy |
178,430
+22,946
| +15% | +$2.39M | 0.41% | 59 |
|
|
2018
Q1 | $17.1M | Buy |
155,484
+935
| +0.6% | +$103K | 0.36% | 71 |
|
|
2017
Q4 | $16.5M | Buy |
154,549
+3,606
| +2% | +$386K | 0.31% | 83 |
|
|
2017
Q3 | $14.4M | Buy |
150,943
+18,167
| +14% | +$1.74M | 0.3% | 82 |
|
|
2017
Q2 | $12.1M | Sell |
132,776
-102,982
| -44% | -$9.41M | 0.23% | 99 |
|
|
2017
Q1 | $14.2M | Buy |
+235,758
| New | +$14.2M | 0.29% | 42 |
|