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Miller Howard Investments’s JPMorgan Chase JPM Stock Holding History

Miller Howard 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
Q1 		$1.27M Sell
4,310
-2,911
-40% -$883K 0.03% 118
2025
Q4 		$2.33M Sell
7,221
-153,726
-96% -$47.6M 0.07% 103
2025
Q3 		$50.8M Sell
160,947
-68,955
-30% -$20.5M 1.55% 27
2025
Q2 		$66.7M Buy
229,902
+443
+0.2% +$113K 2.11% 11
2025
Q1 		$56.3M Sell
229,459
-60,210
-21% -$15.4M 1.79% 18
2024
Q4 		$69.4M Sell
289,669
-33,818
-10% -$7.88M 2.28% 12
2024
Q3 		$68.2M Buy
323,487
+24,893
+8% +$5.24M 2.1% 14
2024
Q2 		$60.4M Sell
298,594
-6,738
-2% -$1.32M 2% 14
2024
Q1 		$61.2M Sell
305,332
-4,422
-1% -$798K 2.01% 16
2023
Q4 		$52.7M Sell
309,754
-3,063
-1% -$464K 1.84% 20
2023
Q3 		$45.4M Sell
312,817
-1,276
-0.4% -$191K 1.66% 25
2023
Q2 		$45.7M Buy
314,093
+1,121
+0.4% +$154K 1.63% 26
2023
Q1 		$40.8M Buy
312,972
+11,717
+4% +$1.61M 1.48% 29
2022
Q4 		$40.4M Sell
301,255
-43,806
-13% -$5.55M 1.46% 29
2022
Q3 		$36.1M Buy
345,061
+54,411
+19% +$6.24M 1.48% 29
2022
Q2 		$32.7M Buy
290,650
+15,773
+6% +$1.95M 1.26% 33
2022
Q1 		$37.5M Buy
274,877
+271,290
+7,563% +$40M 1.31% 33
2021
Q4 		$568K Buy
3,587
+33
+0.9% +$5.42K 0.02% 143
2021
Q3 		$582K Buy
3,554
+36
+1% +$5.64K 0.02% 136
2021
Q2 		$547K Buy
+3,518
New +$553K 0.02% 135
2021
Q1 		– Sell
-3,657
Closed -$465K – 152
2020
Q4 		$465K Sell
3,657
-365,886
-99% -$40.9M 0.02% 139
2020
Q3 		$35.6M Buy
369,543
+6,762
+2% +$664K 1.88% 26
2020
Q2 		$34.1M Sell
362,781
-46,804
-11% -$4.44M 1.7% 28
2020
Q1 		$36.9M Sell
409,585
-56,734
-12% -$6.89M 1.89% 21
2019
Q4 		$65M Sell
466,319
-16,909
-3% -$2.17M 2.04% 24
2019
Q3 		$56.9M Sell
483,228
-42,018
-8% -$4.75M 1.77% 29
2019
Q2 		$58.7M Buy
+525,246
New +$57.9M 1.72% 29
2016
Q1 		– Sell
-11,523
Closed -$761K – 211
2015
Q4 		$761K Hold
11,523
– – 0.01% 178
2015
Q3 		$703K Hold
11,523
– – 0.01% 177
2015
Q2 		$781K Hold
11,523
– – 0.01% 184
2015
Q1 		$698K Hold
11,523
– – 0.01% 180
2014
Q4 		$721K Hold
11,523
– – 0.01% 190
2014
Q3 		$694K Sell
11,523
-11,587
-50% -$677K 0.01% 179
2014
Q2 		$1.33M Sell
23,110
-1
-0% -$56 0.02% 157
2014
Q1 		$1.4M Buy
23,111
+1
+0% +$58 0.03% 146
2013
Q4 		$1.35M Sell
23,110
-483
-2% -$26.5K 0.03% 131
2013
Q3 		$1.22M Hold
23,593
– – 0.03% 129
2013
Q2 		$1.25M Buy
+23,593
New +$1.2M 0.03% 117

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Miller Howard Investments's JPM Position: Q1 2026 in Review

Miller Howard Investments reduced its JPMorgan Chase (JPM) stake by 40% in Q1 2026, selling an estimated $883K and leaving 4,310 shares worth $1.27M. The position accounts for 0.03% of the portfolio, ranked #118.

Miller Howard Investments first reported a position in JPM in Q2 2013 and has held it in 38 quarters since. The position peaked at $69.4M in Q4 2024. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Miller Howard Investments held 4,310 shares of JPMorgan Chase worth $1.27M as of Q1 2026.
  • Miller Howard Investments sold 2,911 JPMorgan Chase shares in Q1 2026, an estimated $883K.
  • JPMorgan Chase made up 0.03% of Miller Howard Investments's portfolio in Q1 2026, its #118 holding.
  • Miller Howard Investments first reported a position in JPMorgan Chase in Q2 2013 and has held it in 38 quarters since.
  • Miller Howard Investments's JPMorgan Chase position peaked at $69.4M in Q4 2024.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Miller Howard Investments's 13F filing for Q1 2026, filed 20 Apr 2026.