Miller Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.36M | Hold |
11,410
| – | – | 0.33% | 25 |
|
|
2025
Q4 | $3.68M | Hold |
11,410
| – | – | 0.36% | 27 |
|
|
2025
Q3 | $3.6M | Sell |
11,410
-7,525
| -40% | -$2.24M | 0.36% | 27 |
|
|
2025
Q2 | $5.49M | Hold |
18,935
| – | – | 0.58% | 24 |
|
|
2025
Q1 | $4.64M | Hold |
18,935
| – | – | 0.51% | 25 |
|
|
2024
Q4 | $4.54M | Hold |
18,935
| – | – | 0.5% | 26 |
|
|
2024
Q3 | $3.99M | Hold |
18,935
| – | – | 0.42% | 26 |
|
|
2024
Q2 | $3.83M | Hold |
18,935
| – | – | 0.46% | 29 |
|
|
2024
Q1 | $3.79M | Hold |
18,935
| – | – | 0.48% | 29 |
|
|
2023
Q4 | $3.22M | Hold |
18,935
| – | – | 0.46% | 31 |
|
|
2023
Q3 | $2.75M | Hold |
18,935
| – | – | 0.43% | 29 |
|
|
2023
Q2 | $2.75M | Hold |
18,935
| – | – | 0.42% | 30 |
|
|
2023
Q1 | $2.47M | Hold |
18,935
| – | – | 0.41% | 32 |
|
|
2022
Q4 | $2.54M | Hold |
18,935
| – | – | 0.43% | 30 |
|
|
2022
Q3 | $1.98M | Hold |
18,935
| – | – | 0.41% | 32 |
|
|
2022
Q2 | $2.13M | Hold |
18,935
| – | – | 0.44% | 30 |
|
|
2022
Q1 | $2.58M | Hold |
18,935
| – | – | 0.41% | 30 |
|
|
2021
Q4 | $3M | Hold |
18,935
| – | – | 0.43% | 28 |
|
|
2021
Q3 | $3.1M | Hold |
18,935
| – | – | 0.53% | 26 |
|
|
2021
Q2 | $2.94M | Hold |
18,935
| – | – | 0.51% | 22 |
|
|
2021
Q1 | $2.88M | Hold |
18,935
| – | – | 0.53% | 21 |
|
|
2020
Q4 | $2.41M | Buy |
18,935
+2,885
| +18% | +$322K | 0.45% | 25 |
|
|
2020
Q3 | $1.54M | Hold |
16,050
| – | – | 0.38% | 26 |
|
|
2020
Q2 | $1.51M | Hold |
16,050
| – | – | 0.44% | 25 |
|
|
2020
Q1 | $1.45M | Hold |
16,050
| – | – | 0.46% | 27 |
|
|
2019
Q4 | $2.24M | Hold |
16,050
| – | – | 0.5% | 24 |
|
|
2019
Q3 | $1.89M | Hold |
16,050
| – | – | 0.43% | 28 |
|
|
2019
Q2 | $1.79M | Buy |
16,050
+2,000
| +14% | +$221K | 0.41% | 28 |
|
|
2019
Q1 | $1.42M | Buy |
14,050
+3,050
| +28% | +$314K | 0.37% | 35 |
|
|
2018
Q4 | $1.07M | Hold |
11,000
| – | – | 0.32% | 37 |
|
|
2018
Q3 | $1.24M | Sell |
11,000
-35
| -0.3% | -$3.97K | 0.38% | 36 |
|
|
2018
Q2 | $1.15M | Hold |
11,035
| – | – | 0.35% | 37 |
|
|
2018
Q1 | $1.21M | Buy |
11,035
+35
| +0.3% | +$3.96K | 0.4% | 32 |
|
|
2017
Q4 | $1.18M | Hold |
11,000
| – | – | 0.36% | 33 |
|
|
2017
Q3 | $1.05M | Buy |
11,000
+1,000
| +10% | +$92.2K | 0.34% | 34 |
|
|
2017
Q2 | $914K | Buy |
+10,000
| New | +$863K | 0.32% | 36 |
|
Other funds holding JPM
VCM
VPM
Miller Investment Management's JPM Position: Q1 2026 in Review
Miller Investment Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 11,410 shares worth $3.36M. The position accounts for 0.33% of the portfolio, ranked #25.
Miller Investment Management first reported a position in JPM in Q2 2017 and has held it in 36 quarters since. The position peaked at $5.49M in Q2 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Miller Investment Management held 11,410 shares of JPMorgan Chase worth $3.36M as of Q1 2026.
- Miller Investment Management left its JPMorgan Chase share count unchanged in Q1 2026.
- JPMorgan Chase made up 0.33% of Miller Investment Management's portfolio in Q1 2026, its #25 holding.
- Miller Investment Management first reported a position in JPMorgan Chase in Q2 2017 and has held it in 36 quarters since.
- Miller Investment Management's JPMorgan Chase position peaked at $5.49M in Q2 2025.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Miller Investment Management's 13F filing for Q1 2026, filed 8 May 2026.