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

Milestone Asset 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 		$2.72M Buy
8,308
+1,888
+29% +$586K 0.43% 71
2026
Q1 		$1.89M Sell
6,420
-23,919
-79% -$7.26M 0.35% 80
2025
Q4 		$9.78M Buy
30,339
+11,654
+62% +$3.61M 1.84% 14
2025
Q3 		$5.89M Buy
18,685
+12,023
+180% +$3.58M 1.12% 17
2025
Q2 		$1.93M Sell
6,662
-12,117
-65% -$3.09M 0.41% 48
2025
Q1 		$4.61M Buy
18,779
+11,348
+153% +$2.89M 0.98% 21
2024
Q4 		$1.78M Sell
7,431
-1,052
-12% -$245K 0.39% 69
2024
Q3 		$1.79M Buy
8,483
+615
+8% +$130K 0.4% 53
2024
Q2 		$1.59M Buy
7,868
+3,793
+93% +$742K 0.4% 49
2024
Q1 		$816K Buy
4,075
+1,722
+73% +$311K 0.23% 84
2023
Q4 		$400K Sell
2,353
-16
-0.7% -$2.42K 0.13% 47
2023
Q3 		$341K Buy
2,369
+153
+7% +$22.9K 0.12% 55
2023
Q2 		$322K Sell
2,216
-130
-6% -$17.9K 0.14% 45
2023
Q1 		$306K Buy
2,346
+31
+1% +$4.25K 0.17% 52
2022
Q4 		$318K Buy
+2,315
New +$293K 0.19% 44

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return