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Milestone Asset Management Group’s JPMorgan Chase JPM Stock Holding History

Milestone Asset Management Group’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 		$643K Hold
1,965
– – 0.32% 71
2026
Q1 		$578K Buy
1,965
+5
+0.3% +$1.52K 0.34% 65
2025
Q4 		$631K Buy
1,960
+1,136
+138% +$352K 0.36% 61
2025
Q3 		$260K Buy
824
+1
+0.1% +$297 0.16% 100
2025
Q2 		$239K Sell
823
-26
-3% -$6.63K 0.18% 92
2025
Q1 		$208K Buy
849
+1
+0.1% +$255 0.19% 91
2024
Q4 		$203K Buy
+848
New +$198K 0.18% 91

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Milestone Asset Management Group's JPM Position: Q2 2026 in Review

Milestone Asset Management Group held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,965 shares worth $643K. The position accounts for 0.32% of the portfolio, ranked #71.

Milestone Asset Management Group first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Milestone Asset Management Group held 1,965 shares of JPMorgan Chase worth $643K as of Q2 2026.
  • Milestone Asset Management Group left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.32% of Milestone Asset Management Group's portfolio in Q2 2026, its #71 holding.
  • Milestone Asset Management Group first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.