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Millstone Evans Group’s JPMorgan Chase JPM Stock Holding History

Millstone Evans Group’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 		$3.69M Sell
11,258
-97
-0.9% -$30.1K 1.99% 7
2026
Q1 		$3.34M Buy
11,355
+58
+0.5% +$17.6K 2% 6
2025
Q4 		$3.64M Sell
11,297
-58
-0.5% -$18K 2.14% 7
2025
Q3 		$3.58M Sell
11,355
-82
-0.7% -$24.4K 2.28% 6
2025
Q2 		$3.32M Sell
11,437
-508
-4% -$130K 2.26% 6
2025
Q1 		$2.93M Sell
11,945
-395
-3% -$101K 1.99% 8
2024
Q4 		$2.96M Buy
+12,340
New +$2.87M 2.02% 8

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Millstone Evans Group's JPM Position: Q2 2026 in Review

Millstone Evans Group reduced its JPMorgan Chase (JPM) stake by 0.85% in Q2 2026, selling an estimated $30.1K and leaving 11,258 shares worth $3.69M. The position accounts for 1.99% of the portfolio, ranked #7.

Millstone Evans Group first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Millstone Evans Group held 11,258 shares of JPMorgan Chase worth $3.69M as of Q2 2026.
  • Millstone Evans Group sold 97 JPMorgan Chase shares in Q2 2026, an estimated $30.1K.
  • JPMorgan Chase made up 1.99% of Millstone Evans Group's portfolio in Q2 2026, its #7 holding.
  • Millstone Evans Group first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.