Miller Wealth Advisors’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 | $125K | Hold |
430
| – | – | 0.06% | 22 |
|
|
2025
Q1 | $105K | Hold |
430
| – | – | 0.06% | 22 |
|
|
2024
Q4 | $103K | Hold |
430
| – | – | 0.05% | 23 |
|
|
2024
Q3 | $96.5K | Hold |
430
| – | – | 0.05% | 20 |
|
|
2024
Q2 | $87K | Hold |
430
| – | – | 0.05% | 25 |
|
|
2024
Q1 | $86.1K | Sell |
430
-15
| -3% | -$3.01K | 0.05% | 26 |
|
|
2023
Q4 | $75.7K | Sell |
445
-15
| -3% | -$2.55K | 0.05% | 25 |
|
|
2023
Q3 | $66.7K | Hold |
460
| – | – | 0.05% | 24 |
|
|
2023
Q2 | $66.9K | Buy |
+460
| New | +$66.9K | 0.05% | 21 |
|
|
2023
Q1 | – | Sell |
-760
| Closed | -$97K | – | 69 |
|
|
2022
Q4 | $97K | Buy |
760
+230
| +43% | +$29.4K | 0.07% | 25 |
|
|
2022
Q3 | $60K | Hold |
530
| – | – | 0.05% | 34 |
|
|
2022
Q2 | $60K | Sell |
530
-40
| -7% | -$4.53K | 0.05% | 23 |
|
|
2022
Q1 | $78K | Buy |
570
+120
| +27% | +$16.4K | 0.05% | 22 |
|
|
2021
Q4 | $71K | Buy |
+450
| New | +$71K | 0.05% | 21 |
|