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Mill Capital Management’s JPMorgan Chase JPM Stock Holding History

Mill Capital 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
Q1 		$58.4M Buy
198,511
+330
+0.2% +$100K 4.44% 7
2025
Q4 		$63.9M Sell
198,181
-5,674
-3% -$1.76M 4.61% 6
2025
Q3 		$64.3M Sell
203,855
-282
-0.1% -$83.9K 4.77% 6
2025
Q2 		$59.2M Sell
204,137
-4,055
-2% -$1.03M 4.64% 6
2025
Q1 		$51.1M Sell
208,192
-2,345
-1% -$598K 4.09% 6
2024
Q4 		$50.5M Sell
210,537
-2,143
-1% -$499K 3.99% 6
2024
Q3 		$44.8M Sell
212,680
-363
-0.2% -$76.5K 3.51% 7
2024
Q2 		$43.1M Buy
213,043
+1,271
+0.6% +$248K 3.56% 7
2024
Q1 		$42.4M Sell
211,772
-11,390
-5% -$2.06M 3.54% 7
2023
Q4 		$38M Sell
223,162
-991
-0.4% -$150K 3.39% 7
2023
Q3 		$32.5M Sell
224,153
-130
-0.1% -$19.5K 3.18% 7
2023
Q2 		$32.6M Sell
224,283
-2,277
-1% -$313K 3.07% 7
2023
Q1 		$29.5M Buy
226,560
+7,112
+3% +$974K 3% 7
2022
Q4 		$29.4M Sell
219,448
-131
-0.1% -$16.6K 3.23% 7
2022
Q3 		$22.9M Sell
219,579
-2,375
-1% -$273K 2.68% 9
2022
Q2 		$25M Buy
221,954
+3,833
+2% +$475K 2.77% 10
2022
Q1 		$29.7M Buy
218,121
+19,201
+10% +$2.83M 2.84% 9
2021
Q4 		$31.5M Buy
+198,920
New +$32.7M 3.23% 7

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mill Capital Management's JPM Position: Q1 2026 in Review

Mill Capital Management increased its JPMorgan Chase (JPM) stake by 0.17% in Q1 2026, buying an estimated $100K and bringing the position to 198,511 shares worth $58.4M. The position accounts for 4.44% of the portfolio, ranked #7.

Mill Capital Management first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $64.3M in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Mill Capital Management held 198,511 shares of JPMorgan Chase worth $58.4M as of Q1 2026.
  • Mill Capital Management bought 330 JPMorgan Chase shares in Q1 2026, an estimated $100K.
  • JPMorgan Chase made up 4.44% of Mill Capital Management's portfolio in Q1 2026, its #7 holding.
  • Mill Capital Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Mill Capital Management's JPMorgan Chase position peaked at $64.3M in Q3 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Mill Capital Management's 13F filing for Q1 2026, filed 4 May 2026.