Miller Investment Management’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
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	$2.95M	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%	+$367K	0.45%	25
2020 Q3	$1.55M	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%	+$224K	0.41%	28
2019 Q1	$1.42M	Buy	14,050 +3,050	+28%	+$309K	0.37%	35
2018 Q4	$1.07M	Hold	11,000	–	–	0.32%	37
2018 Q3	$1.24M	Sell	11,000 -35	-0.3%	-$3.95K	0.38%	36
2018 Q2	$1.15M	Hold	11,035	–	–	0.35%	37
2018 Q1	$1.21M	Buy	11,035 +35	+0.3%	+$3.85K	0.4%	32
2017 Q4	$1.18M	Hold	11,000	–	–	0.36%	33
2017 Q3	$1.05M	Buy	11,000 +1,000	+10%	+$95.5K	0.34%	34
2017 Q2	$914K	Buy	+10,000	New	+$914K	0.32%	36