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Brown Miller Wealth Management’s JPMorgan Chase JPM Stock Holding History

Brown Miller Wealth Management’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
Q2 		$14.9M Buy
45,560
+46
+0.1% +$14.3K 3.75% 4
2026
Q1 		$13.4M Buy
45,514
+263
+0.6% +$79.8K 3.81% 4
2025
Q4 		$14.6M Sell
45,251
-137
-0.3% -$42.4K 4.03% 4
2025
Q3 		$14.3M Buy
45,388
+299
+0.7% +$88.9K 4.06% 4
2025
Q2 		$13.1M Buy
45,089
+14
+0% +$3.57K 4.06% 4
2025
Q1 		$11.1M Buy
45,075
+304
+0.7% +$77.5K 3.83% 4
2024
Q4 		$10.7M Sell
44,771
-581
-1% -$135K 4.12% 4
2024
Q3 		$9.56M Buy
45,352
+189
+0.4% +$39.8K 3.72% 4
2024
Q2 		$9.13M Sell
45,163
-121
-0.3% -$23.7K 3.79% 4
2024
Q1 		$9.07M Buy
45,284
+1,359
+3% +$245K 4% 4
2023
Q4 		$7.47M Sell
43,925
-149
-0.3% -$22.6K 3.73% 4
2023
Q3 		$6.39M Buy
44,074
+577
+1% +$86.5K 3.57% 4
2023
Q2 		$6.33M Buy
43,497
+268
+0.6% +$36.9K 3.41% 4
2023
Q1 		$5.63M Sell
43,229
-3,485
-7% -$477K 3.33% 4
2022
Q4 		$6.26M Buy
46,714
+648
+1% +$82.1K 3.96% 3
2022
Q3 		$4.81M Buy
46,066
+1,743
+4% +$200K 3.41% 3
2022
Q2 		$4.99M Buy
44,323
+510
+1% +$63.2K 3.4% 5
2022
Q1 		$5.97M Buy
43,813
+4,255
+11% +$628K 3.46% 4
2021
Q4 		$6.26M Sell
39,558
-1,508
-4% -$248K 3.58% 4
2021
Q3 		$6.72M Buy
41,066
+339
+0.8% +$53.1K 4.22% 4
2021
Q2 		$6.33M Buy
40,727
+601
+1% +$94.4K 4.05% 4
2021
Q1 		$6.11M Sell
40,126
-215
-0.5% -$30.9K 4.32% 4
2020
Q4 		$5.13M Buy
+40,341
New +$4.51M 3.85% 5

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Brown Miller Wealth Management's JPM Position: Q2 2026 in Review

Brown Miller Wealth Management increased its JPMorgan Chase (JPM) stake by 0.1% in Q2 2026, buying an estimated $14.3K and bringing the position to 45,560 shares worth $14.9M. The position accounts for 3.75% of the portfolio, ranked #4.

Brown Miller Wealth Management first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 2,580 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Brown Miller Wealth Management held 45,560 shares of JPMorgan Chase worth $14.9M as of Q2 2026.
  • Brown Miller Wealth Management bought 46 JPMorgan Chase shares in Q2 2026, an estimated $14.3K.
  • JPMorgan Chase made up 3.75% of Brown Miller Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Brown Miller Wealth Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 2,580 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.