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
Q3 		$2.69M Sell
8,141
-167
-2% -$58.4K 0.43% 64
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Milestone Asset Management's JPM Position: Q3 2026 in Review

Milestone Asset Management reduced its JPMorgan Chase (JPM) stake by 2% in Q3 2026, selling an estimated $58.4K and leaving 8,141 shares worth $2.69M. The position accounts for 0.43% of the portfolio, ranked #64.

Milestone Asset Management first reported a position in JPM in Q4 2022 and has held it in 16 quarters since. The position peaked at $9.78M in Q4 2025. 794 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Milestone Asset Management held 8,141 shares of JPMorgan Chase worth $2.69M as of Q3 2026.
  • Milestone Asset Management sold 167 JPMorgan Chase shares in Q3 2026, an estimated $58.4K.
  • JPMorgan Chase made up 0.43% of Milestone Asset Management's portfolio in Q3 2026, its #64 holding.
  • Milestone Asset Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 16 quarters since.
  • Milestone Asset Management's JPMorgan Chase position peaked at $9.78M in Q4 2025.
  • 794 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.