Mill Capital Management
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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
Q3 		$61.1M Sell
184,602
-14,048
-7% -$4.91M 4.01% 7
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Mill Capital Management's JPM Position: Q3 2026 in Review

Mill Capital Management reduced its JPMorgan Chase (JPM) stake by 7.1% in Q3 2026, selling an estimated $4.91M and leaving 184,602 shares worth $61.1M. The position accounts for 4.01% of the portfolio, ranked #7.

Mill Capital Management first reported a position in JPM in Q4 2021 and has held it in 20 quarters since. The position peaked at $65M in Q2 2026. 2,446 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Mill Capital Management held 184,602 shares of JPMorgan Chase worth $61.1M as of Q3 2026.
  • Mill Capital Management sold 14,048 JPMorgan Chase shares in Q3 2026, an estimated $4.91M.
  • JPMorgan Chase made up 4.01% of Mill Capital Management's portfolio in Q3 2026, its #7 holding.
  • Mill Capital Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 20 quarters since.
  • Mill Capital Management's JPMorgan Chase position peaked at $65M in Q2 2026.
  • 2,446 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Mill Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.