Miller Equity Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Miller Equity 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
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%	+$38K	0.23%	46
2022 Q3	$248K	Buy	+2,377	New	+$273K	0.18%	49

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Miller Equity Capital Advisors's JPM Position: Q1 2025 in Review

Miller Equity Capital Advisors sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 2,677 shares — an estimated $642K sold.

Miller Equity Capital Advisors first reported a position in JPM in Q3 2022 and held it in 10 quarters. The position peaked at $642K in Q4 2024. 4,672 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

Miller Equity Capital Advisors reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
Miller Equity Capital Advisors sold 2,677 JPMorgan Chase shares in Q1 2025, an estimated $642K.
Miller Equity Capital Advisors first reported a position in JPMorgan Chase in Q3 2022 and held it in 10 quarters.
Miller Equity Capital Advisors's JPMorgan Chase position peaked at $642K in Q4 2024.
4,672 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Miller Equity Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.