New Millennium Group’s JPMorgan Chase JPM Stock Holding History

New Millennium 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
2025 Q4	$2.23M	Buy	6,934 +902	+15%	+$279K	0.97%	28
2025 Q3	$1.9M	Buy	6,032 +1,085	+22%	+$323K	0.87%	29
2025 Q2	$1.43M	Buy	4,947 +4,359	+741%	+$1.11M	0.79%	32
2025 Q1	$144K	Sell	588 -439	-43%	-$112K	0.09%	53
2024 Q4	$246K	Sell	1,027 -9,447	-90%	-$2.2M	0.14%	51
2024 Q3	$2.21M	Sell	10,474 -1,614	-13%	-$340K	1.43%	19
2024 Q2	$2.44M	Buy	12,088 +687	+6%	+$134K	1.6%	17
2024 Q1	$2.28M	Buy	11,401 +2,309	+25%	+$417K	1.72%	20
2023 Q4	$1.55M	Buy	9,092 +8,736	+2,454%	+$1.32M	1.37%	23
2023 Q3	$51.6K	Hold	356	–	–	0.05%	77
2023 Q2	$51.8K	Sell	356 -9	-2%	-$1.24K	0.05%	85
2023 Q1	$47.5K	Hold	365	–	–	0.05%	102
2022 Q4	$48.9K	Buy	365 +18	+5%	+$2.28K	0.05%	98
2022 Q3	$36K	Hold	347	–	–	0.04%	107
2022 Q2	$39K	Buy	+347	New	+$43K	0.04%	108

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

New Millennium Group's JPM Position: Q4 2025 in Review

New Millennium Group increased its JPMorgan Chase (JPM) stake by 15% in Q4 2025, buying an estimated $279K and bringing the position to 6,934 shares worth $2.23M. The position accounts for 0.97% of the portfolio, ranked #28.

New Millennium Group first reported a position in JPM in Q2 2022 and has held it in 15 quarters since. The position peaked at $2.44M in Q2 2024. 5,120 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

New Millennium Group held 6,934 shares of JPMorgan Chase worth $2.23M as of Q4 2025.
New Millennium Group bought 902 JPMorgan Chase shares in Q4 2025, an estimated $279K.
JPMorgan Chase made up 0.97% of New Millennium Group's portfolio in Q4 2025, its #28 holding.
New Millennium Group first reported a position in JPMorgan Chase in Q2 2022 and has held it in 15 quarters since.
New Millennium Group's JPMorgan Chase position peaked at $2.44M in Q2 2024.
5,120 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.