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Miller Global Investments’s JPMorgan Chase JPM Stock Holding History

Miller Global Investments’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 		$109K Buy
334
+123
+58% +$38.2K 0.09% 164
2026
Q1 		$62.1K Buy
211
+51
+32% +$15.5K 0.06% 171
2025
Q4 		$51.6K Buy
+160
New +$49.5K 0.05% 161

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Miller Global Investments's JPM Position: Q2 2026 in Review

Miller Global Investments increased its JPMorgan Chase (JPM) stake by 58% in Q2 2026, buying an estimated $38.2K and bringing the position to 334 shares worth $109K. The position accounts for 0.09% of the portfolio, ranked #164.

Miller Global Investments first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 3,053 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Miller Global Investments held 334 shares of JPMorgan Chase worth $109K as of Q2 2026.
  • Miller Global Investments bought 123 JPMorgan Chase shares in Q2 2026, an estimated $38.2K.
  • JPMorgan Chase made up 0.09% of Miller Global Investments's portfolio in Q2 2026, its #164 holding.
  • Miller Global Investments first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • 3,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Miller Global Investments's 13F filing for Q2 2026, filed 1 Jul 2026.