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Miller Financial Services’s JPMorgan Chase JPM Stock Holding History

Miller Financial Services’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 		$2.51M Buy
+7,673
New +$2.38M 2.02% 11
2025
Q4 		– Sell
-707
Closed -$223K – 120
2025
Q3 		$223K Sell
707
-16
-2% -$4.76K 0.26% 97
2025
Q2 		$209K Buy
+723
New +$185K 0.27% 94
2025
Q1 		– Sell
-3,593
Closed -$861K – 116
2024
Q4 		$861K Buy
+3,593
New +$837K 0.73% 36

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Miller Financial Services's JPM Position: Q2 2026 in Review

Miller Financial Services opened a new position in JPMorgan Chase (JPM) in Q2 2026: 7,673 shares worth $2.51M. The stake represents 2.02% of the portfolio and ranks #11 among its holdings. This is a return to the name: Miller Financial Services previously reported a position in JPM as recently as Q3 2025.

Miller Financial Services first reported a position in JPM in Q4 2024 and has held it in 4 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Miller Financial Services held 7,673 shares of JPMorgan Chase worth $2.51M as of Q2 2026.
  • JPMorgan Chase was a new Miller Financial Services position in Q2 2026.
  • JPMorgan Chase made up 2.02% of Miller Financial Services's portfolio in Q2 2026, its #11 holding.
  • Miller Financial Services first reported a position in JPMorgan Chase in Q4 2024 and has held it in 4 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.