Miller Equity Capital Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,677
| Closed | -$642K | – | 24 |
|
|
2024
Q4 | $642K | Hold |
2,677
| – | – | 0.24% | 46 |
|
|
2024
Q3 | $564K | Hold |
2,677
| – | – | 0.22% | 46 |
|
|
2024
Q2 | $541K | Hold |
2,677
| – | – | 0.23% | 46 |
|
|
2024
Q1 | $536K | Hold |
2,677
| – | – | 0.22% | 44 |
|
|
2023
Q4 | $455K | Hold |
2,677
| – | – | 0.21% | 46 |
|
|
2023
Q3 | $388K | Hold |
2,677
| – | – | 0.2% | 47 |
|
|
2023
Q2 | $389K | Hold |
2,677
| – | – | 0.2% | 47 |
|
|
2023
Q1 | $349K | Hold |
2,677
| – | – | 0.2% | 47 |
|
|
2022
Q4 | $359K | Buy |
2,677
+300
| +13% | +$40.2K | 0.23% | 46 |
|
|
2022
Q3 | $248K | Buy |
+2,377
| New | +$248K | 0.18% | 49 |
|