Miller Equity Capital Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $642K | Hold |
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|
2024
Q3 | $564K | Hold |
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|
2024
Q2 | $541K | Hold |
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|
2024
Q1 | $536K | Hold |
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|
2023
Q4 | $455K | Hold |
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|
2023
Q3 | $388K | Hold |
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|
2023
Q2 | $389K | Hold |
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|
2023
Q1 | $349K | Hold |
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|
2022
Q4 | $359K | Buy |
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|
2022
Q3 | $248K | Buy |
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