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 Q2	$65M	Buy	198,650 +139	+0.1%	+$43.2K	4.34%	7
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Mill Capital Management's JPM Position: Q2 2026 in Review

Mill Capital Management increased its JPMorgan Chase (JPM) stake by 0.07% in Q2 2026, buying an estimated $43.2K and bringing the position to 198,650 shares worth $65M. The position accounts for 4.34% of the portfolio, ranked #7.

Mill Capital Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Mill Capital Management held 198,650 shares of JPMorgan Chase worth $65M as of Q2 2026.
Mill Capital Management bought 139 JPMorgan Chase shares in Q2 2026, an estimated $43.2K.
JPMorgan Chase made up 4.34% of Mill Capital Management's portfolio in Q2 2026, its #7 holding.
Mill Capital Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mill Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.