Mill Creek Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Mill Creek Capital 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 Q1	$7.95M	Buy	27,010 +352	+1%	+$107K	0.16%	42
2025 Q4	$8.59M	Buy	26,658 +423	+2%	+$131K	0.18%	42
2025 Q3	$8.28M	Buy	26,235 +202	+0.8%	+$60.1K	0.17%	45
2025 Q2	$7.55M	Sell	26,033 -885	-3%	-$226K	0.17%	44
2025 Q1	$6.6M	Buy	26,918 +222	+0.8%	+$56.6K	0.16%	43
2024 Q4	$6.4M	Sell	26,696 -425	-2%	-$99K	0.15%	45
2024 Q3	$5.72M	Sell	27,121 -1,935	-7%	-$408K	0.14%	46
2024 Q2	$5.88M	Buy	29,056 +534	+2%	+$104K	0.15%	48
2024 Q1	$5.71M	Buy	28,522 +742	+3%	+$134K	0.16%	47
2023 Q4	$4.73M	Sell	27,780 -904	-3%	-$137K	0.14%	52
2023 Q3	$4.16M	Sell	28,684 -2,457	-8%	-$368K	0.14%	49
2023 Q2	$4.53M	Sell	31,141 -10,642	-25%	-$1.46M	0.15%	46
2023 Q1	$5.44M	Buy	41,783 +26,025	+165%	+$3.57M	0.2%	36
2022 Q4	$2.11M	Buy	+15,758	New	+$2M	0.09%	63

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mill Creek Capital Advisors's JPM Position: Q1 2026 in Review

Mill Creek Capital Advisors increased its JPMorgan Chase (JPM) stake by 1.3% in Q1 2026, buying an estimated $107K and bringing the position to 27,010 shares worth $7.95M. The position accounts for 0.16% of the portfolio, ranked #42.

Mill Creek Capital Advisors first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.59M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Mill Creek Capital Advisors held 27,010 shares of JPMorgan Chase worth $7.95M as of Q1 2026.
Mill Creek Capital Advisors bought 352 JPMorgan Chase shares in Q1 2026, an estimated $107K.
JPMorgan Chase made up 0.16% of Mill Creek Capital Advisors's portfolio in Q1 2026, its #42 holding.
Mill Creek Capital Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
Mill Creek Capital Advisors's JPMorgan Chase position peaked at $8.59M in Q4 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Mill Creek Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.