MML Investors Services
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MML Investors Services’s JPMorgan Chase JPM Stock Holding History

MML Investors 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 		$234M Sell
795,261
-150,009
-16% -$45.5M 0.65% 23
2025
Q4 		$305M Buy
945,270
+45,961
+5% +$14.2M 0.74% 23
2025
Q3 		$284M Sell
899,309
-22,421
-2% -$6.67M 0.76% 22
2025
Q2 		$267M Buy
921,730
+24,753
+3% +$6.32M 0.77% 21
2025
Q1 		$220M Buy
896,977
+30,920
+4% +$7.88M 0.73% 20
2024
Q4 		$208M Buy
866,057
+31,391
+4% +$7.31M 0.72% 21
2024
Q3 		$176M Buy
834,666
+32,529
+4% +$6.85M 0.64% 23
2024
Q2 		$162M Sell
802,137
-28,001
-3% -$5.47M 0.66% 22
2024
Q1 		$166M Buy
830,138
+18,524
+2% +$3.34M 0.69% 20
2023
Q4 		$138M Buy
811,614
+92,601
+13% +$14M 0.64% 21
2023
Q3 		$104M Buy
719,013
+23,603
+3% +$3.54M 0.58% 26
2023
Q2 		$101M Buy
695,410
+78,568
+13% +$10.8M 0.56% 29
2023
Q1 		$80.4M Sell
616,842
-39,543
-6% -$5.42M 0.57% 28
2022
Q4 		$88M Buy
656,385
+31,309
+5% +$3.97M 0.58% 25
2022
Q3 		$65.3M Buy
625,076
+37,902
+6% +$4.35M 0.5% 27
2022
Q2 		$66.1M Buy
587,174
+24,746
+4% +$3.07M 0.5% 29
2022
Q1 		$76.7M Buy
562,428
+29,097
+5% +$4.29M 0.54% 26
2021
Q4 		$84.5M Buy
533,331
+45,336
+9% +$7.45M 0.61% 25
2021
Q3 		$79.9M Buy
487,995
+20,025
+4% +$3.14M 0.64% 23
2021
Q2 		$72.8M Buy
467,970
+38,893
+9% +$6.11M 0.61% 28
2021
Q1 		$65.3M Buy
429,077
+18,968
+5% +$2.73M 0.62% 25
2020
Q4 		$52.1M Sell
410,109
-5,988
-1% -$669K 0.56% 31
2020
Q3 		$40.1M Buy
416,097
+31,175
+8% +$3.06M 0.5% 45
2020
Q2 		$36.2M Buy
384,922
+51,323
+15% +$4.87M 0.48% 46
2020
Q1 		$30M Buy
333,599
+48,151
+17% +$5.85M 0.52% 37
2019
Q4 		$39.8M Buy
285,448
+11,256
+4% +$1.44M 0.57% 26
2019
Q3 		$32.3M Sell
274,192
-57,141
-17% -$6.46M 0.52% 29
2019
Q2 		$37M Buy
331,333
+26,454
+9% +$2.92M 0.53% 33
2019
Q1 		$30.9M Buy
304,879
+37,209
+14% +$3.83M 0.48% 37
2018
Q4 		$26.1M Buy
267,670
+21,738
+9% +$2.32M 0.47% 40
2018
Q3 		$27.8M Buy
245,932
+67,502
+38% +$7.66M 0.47% 41
2018
Q2 		$18.6M Buy
178,430
+22,946
+15% +$2.52M 0.41% 59
2018
Q1 		$17.1M Buy
155,484
+935
+0.6% +$106K 0.36% 71
2017
Q4 		$16.5M Buy
154,549
+3,606
+2% +$365K 0.31% 83
2017
Q3 		$14.4M Buy
150,943
+18,167
+14% +$1.68M 0.3% 82
2017
Q2 		$12.1M Sell
132,776
-102,982
-44% -$8.89M 0.23% 99
2017
Q1 		$14.2M Buy
+235,758
New +$20.8M 0.29% 42

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

MML Investors Services's JPM Position: Q1 2026 in Review

MML Investors Services reduced its JPMorgan Chase (JPM) stake by 16% in Q1 2026, selling an estimated $45.5M and leaving 795,261 shares worth $234M. The position accounts for 0.65% of the portfolio, ranked #23.

MML Investors Services first reported a position in JPM in Q1 2017 and has held it in 37 quarters since. The position peaked at $305M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • MML Investors Services held 795,261 shares of JPMorgan Chase worth $234M as of Q1 2026.
  • MML Investors Services sold 150,009 JPMorgan Chase shares in Q1 2026, an estimated $45.5M.
  • JPMorgan Chase made up 0.65% of MML Investors Services's portfolio in Q1 2026, its #23 holding.
  • MML Investors Services first reported a position in JPMorgan Chase in Q1 2017 and has held it in 37 quarters since.
  • MML Investors Services's JPMorgan Chase position peaked at $305M in Q4 2025.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.