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Millington Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Millington Financial 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
Q1 		$240K Sell
770
-19
-2% -$5.77K 0.1% 104
2025
Q4 		$254K Buy
789
+25
+3% +$7.74K 0.11% 102
2025
Q3 		$235K Sell
764
-45
-6% -$13.4K 0.11% 96
2025
Q2 		$240K Buy
+809
New +$206K 0.12% 86

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Millington Financial Advisors's JPM Position: Q1 2026 in Review

Millington Financial Advisors reduced its JPMorgan Chase (JPM) stake by 2.4% in Q1 2026, selling an estimated $5.77K and leaving 770 shares worth $240K. The position accounts for 0.1% of the portfolio, ranked #104.

Millington Financial Advisors first reported a position in JPM in Q2 2025 and has held it in 4 quarters since. The position peaked at $254K in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Millington Financial Advisors held 770 shares of JPMorgan Chase worth $240K as of Q1 2026.
  • Millington Financial Advisors sold 19 JPMorgan Chase shares in Q1 2026, an estimated $5.77K.
  • JPMorgan Chase made up 0.1% of Millington Financial Advisors's portfolio in Q1 2026, its #104 holding.
  • Millington Financial Advisors first reported a position in JPMorgan Chase in Q2 2025 and has held it in 4 quarters since.
  • Millington Financial Advisors's JPMorgan Chase position peaked at $254K in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Millington Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.