Millennium Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Millennium 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 Q2	$1.14M	Hold	3,481	–	–	0.62%	34
2026 Q1	$1.02M	Hold	3,481	–	–	0.63%	35
2025 Q4	$1.12M	Buy	3,481 +18	+0.5%	+$5.57K	0.66%	31
2025 Q3	$1.09M	Sell	3,463 -300	-8%	-$89.2K	0.66%	32
2025 Q2	$1.09M	Buy	3,763 +167	+5%	+$42.6K	0.73%	32
2025 Q1	$882K	Hold	3,596	–	–	0.65%	40
2024 Q4	$862K	Sell	3,596 -2,320	-39%	-$540K	0.59%	39
2024 Q3	$1.25M	Sell	5,916 -374	-6%	-$78.8K	0.81%	30
2024 Q2	$1.27M	Hold	6,290	–	–	0.85%	31
2024 Q1	$1.26M	Buy	6,290 +104	+2%	+$18.8K	0.89%	32
2023 Q4	$1.05M	Buy	6,186 +6	+0.1%	+$909	0.8%	33
2023 Q3	$896K	Sell	6,180 -50	-0.8%	-$7.5K	0.77%	36
2023 Q2	$906K	Buy	6,230 +500	+9%	+$68.8K	0.75%	36
2023 Q1	$747K	Buy	5,730 +1	+0%	+$137	0.67%	41
2022 Q4	$768K	Hold	5,729	–	–	0.78%	38
2022 Q3	$599K	Buy	5,729 +252	+5%	+$28.9K	0.63%	43
2022 Q2	$617K	Buy	5,477 +728	+15%	+$90.2K	0.6%	43
2022 Q1	$647K	Sell	4,749 -175	-4%	-$25.8K	0.52%	43
2021 Q4	$780K	Buy	+4,924	New	+$809K	0.61%	38

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

Millennium Capital Advisors's JPM Position: Q2 2026 in Review

Millennium Capital Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 3,481 shares worth $1.14M. The position accounts for 0.62% of the portfolio, ranked #34.

Millennium Capital Advisors first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.27M in Q2 2024. 5,122 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Millennium Capital Advisors held 3,481 shares of JPMorgan Chase worth $1.14M as of Q2 2026.
Millennium Capital Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.62% of Millennium Capital Advisors's portfolio in Q2 2026, its #34 holding.
Millennium Capital Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
Millennium Capital Advisors's JPMorgan Chase position peaked at $1.27M in Q2 2024.
5,122 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Millennium Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.