Miller Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Miller Wealth Advisors’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	$141K	Hold	430	–	–	0.06%	24
2026 Q1	$126K	Hold	430	–	–	0.05%	24
2025 Q4	$139K	Hold	430	–	–	0.05%	20
2025 Q3	$136K	Hold	430	–	–	0.05%	20
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%	-$2.71K	0.05%	26
2023 Q4	$75.7K	Sell	445 -15	-3%	-$2.27K	0.05%	25
2023 Q3	$66.7K	Hold	460	–	–	0.05%	24
2023 Q2	$66.9K	Buy	+460	New	+$63.3K	0.05%	21
2023 Q1	–	Sell	-760	Closed	-$104K	–	69
2022 Q4	$97K	Buy	760 +230	+43%	+$29.1K	0.07%	25
2022 Q3	$60K	Hold	530	–	–	0.05%	34
2022 Q2	$60K	Sell	530 -40	-7%	-$4.96K	0.05%	23
2022 Q1	$78K	Buy	570 +120	+27%	+$17.7K	0.05%	22
2021 Q4	$71K	Buy	+450	New	+$73.9K	0.05%	21

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Miller Wealth Advisors's JPM Position: Q2 2026 in Review

Miller Wealth Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 430 shares worth $141K. The position accounts for 0.06% of the portfolio, ranked #24.

Miller Wealth Advisors first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Miller Wealth Advisors held 430 shares of JPMorgan Chase worth $141K as of Q2 2026.
Miller Wealth Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.06% of Miller Wealth Advisors's portfolio in Q2 2026, its #24 holding.
Miller Wealth Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Miller Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.