McMillan Office’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$16.5M Buy
50,309
+78
+0.2% +$24.2K 1.89% 10
2026
Q1
$14.8M Buy
50,231
+78
+0.2% +$23.7K 1.89% 11
2025
Q4
$16.2M Buy
+50,153
New +$15.5M 1.94% 9

Other funds holding JPM

McMillan Office's JPM Position: Q2 2026 in Review

McMillan Office increased its JPMorgan Chase (JPM) stake by 0.16% in Q2 2026, buying an estimated $24.2K and bringing the position to 50,309 shares worth $16.5M. The position accounts for 1.89% of the portfolio, ranked #10.

McMillan Office first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • McMillan Office held 50,309 shares of JPMorgan Chase worth $16.5M as of Q2 2026.
  • McMillan Office bought 78 JPMorgan Chase shares in Q2 2026, an estimated $24.2K.
  • JPMorgan Chase made up 1.89% of McMillan Office's portfolio in Q2 2026, its #10 holding.
  • McMillan Office first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on McMillan Office's 13F filing for Q2 2026, filed 13 Aug 2026.