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Meeder Advisory Services, Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Meeder Advisory Services, Inc. on JPM, newest first. How the timeline and the estimate are built.

Meeder Advisory Services, Inc. held 82,885 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,885 shares
    Change vs previous 13F +2,033 shares

    0.58% of the 13F portfolio, value $27,130,707.

    13F-HR 0001398344-26-013841 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 504 shares
    • Meeder Advisory Services, Inc.: 82,381 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 80,852 shares
    Change vs previous 13F -631 shares

    0.58% of the 13F portfolio, value $23,783,541.

    13F-HR 0001398344-26-008708 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 417 shares
    • Meeder Advisory Services, Inc.: 80,435 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 81,483 shares
    Change vs previous 13F +4,510 shares

    0.63% of the 13F portfolio, value $26,255,405.

    13F-HR 0001398344-26-002770 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 563 shares
    • Meeder Advisory Services, Inc.: 80,920 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 76,973 shares
    Change vs previous 13F +1,935 shares

    0.62% of the 13F portfolio, value $24,279,726.

    13F-HR 0001398344-25-019768 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 583 shares
    • Meeder Advisory Services, Inc.: 76,390 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 75,038 shares
    Change vs previous 13F +3,645 shares

    0.61% of the 13F portfolio, value $21,754,392.

    13F-HR 0001398344-25-014712 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 1,721 shares
    • Meeder Advisory Services, Inc.: 73,317 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 71,393 shares
    Change vs previous 13F +3,612 shares

    0.56% of the 13F portfolio, value $17,512,585.

    13F-HR 0001398344-25-008926 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 1,472 shares
    • Meeder Advisory Services, Inc.: 69,921 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 67,781 shares
    Change vs previous 13F +253 shares

    0.53% of the 13F portfolio, value $16,247,828.

    13F-HR 0001398344-25-002539 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 715 shares
    • Meeder Advisory Services, Inc.: 67,066 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 67,528 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $14,238,960.

    13F-HR 0001398344-24-020228 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 751 shares
    • Meeder Advisory Services, Inc.: 66,777 shares

    Acceptance time not in the bulk data set (spec §4.2).