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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 		$31.7K Sell
390
-40
-9% -$12.4K 0.01% 46
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Miller Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 9.3% in Q2 2026, selling an estimated $12.4K and leaving 390 shares worth $31.7K. The position accounts for 0.01% of the portfolio, ranked #46.

Miller Wealth Advisors first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $139K in Q4 2025. 2,076 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Miller Wealth Advisors held 390 shares of JPMorgan Chase worth $31.7K as of Q2 2026.
  • Miller Wealth Advisors sold 40 JPMorgan Chase shares in Q2 2026, an estimated $12.4K.
  • JPMorgan Chase made up 0.01% of Miller Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • Miller Wealth Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Miller Wealth Advisors's JPMorgan Chase position peaked at $139K in Q4 2025.
  • 2,076 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.