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Milestones Private Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Milestones Private Investment Advisors’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 		$284K Hold
868
– – 0.23% 62
2026
Q1 		$255K Sell
868
-1,963
-69% -$596K 0.22% 69
2025
Q4 		$912K Hold
2,831
– – 0.63% 47
2025
Q3 		$893K Hold
2,831
– – 0.61% 48
2025
Q2 		$821K Buy
+2,831
New +$722K 0.61% 48

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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 $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Milestones Private Investment Advisors's JPM Position: Q2 2026 in Review

Milestones Private Investment Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 868 shares worth $284K. The position accounts for 0.23% of the portfolio, ranked #62.

Milestones Private Investment Advisors first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. The position peaked at $912K in Q4 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Milestones Private Investment Advisors held 868 shares of JPMorgan Chase worth $284K as of Q2 2026.
  • Milestones Private Investment Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.23% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #62 holding.
  • Milestones Private Investment Advisors first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
  • Milestones Private Investment Advisors's JPMorgan Chase position peaked at $912K in Q4 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.