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Patton Albertson Miller Group’s JPMorgan Chase JPM Stock Holding History

Patton Albertson Miller 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 		$13.9M Sell
42,407
-589
-1% -$183K 1.38% 18
2026
Q1 		$12.6M Sell
42,996
-308
-0.7% -$93.5K 1.5% 17
2025
Q4 		$14M Sell
43,304
-470
-1% -$146K 1.64% 13
2025
Q3 		$13.8M Sell
43,774
-1,097
-2% -$326K 1.67% 12
2025
Q2 		$13M Sell
44,871
-342
-0.8% -$87.3K 1.71% 11
2025
Q1 		$11.1M Sell
45,213
-6,418
-12% -$1.64M 1.65% 9
2024
Q4 		$12.4M Buy
51,631
+1,624
+3% +$378K 1.66% 9
2024
Q3 		$10.5M Sell
50,007
-1,131
-2% -$238K 1.44% 15
2024
Q2 		$10.3M Buy
51,138
+2,061
+4% +$403K 1.47% 12
2024
Q1 		$9.83M Buy
49,077
+1,852
+4% +$334K 1.47% 12
2023
Q4 		$8.03M Buy
47,225
+5,314
+13% +$805K 1.34% 15
2023
Q3 		$6.08M Buy
41,911
+244
+0.6% +$36.6K 1.19% 23
2023
Q2 		$6.06M Sell
41,667
-299
-0.7% -$41.1K 1.17% 19
2023
Q1 		$5.47M Buy
41,966
+2,337
+6% +$320K 1% 28
2022
Q4 		$5.31M Sell
39,629
-2,544
-6% -$322K 0.98% 28
2022
Q3 		$4.41M Buy
42,173
+2,986
+8% +$343K 0.95% 29
2022
Q2 		$4.41M Buy
39,187
+206
+0.5% +$25.5K 0.9% 31
2022
Q1 		$5.31M Buy
38,981
+1,119
+3% +$165K 0.91% 28
2021
Q4 		$6M Buy
37,862
+2,738
+8% +$450K 0.97% 23
2021
Q3 		$5.75M Buy
35,124
+10,774
+44% +$1.69M 1.1% 18
2021
Q2 		$3.79M Buy
24,350
+1,419
+6% +$223K 0.86% 33
2021
Q1 		$3.49M Buy
22,931
+161
+0.7% +$23.2K 0.84% 34
2020
Q4 		$3.29M Buy
22,770
+3,539
+18% +$396K 0.78% 36
2020
Q3 		$1.85M Buy
19,231
+390
+2% +$38.3K 0.52% 62
2020
Q2 		$1.77M Buy
18,841
+2,465
+15% +$234K 0.52% 66
2020
Q1 		$1.47M Buy
16,376
+1,011
+7% +$123K 0.5% 63
2019
Q4 		$2.14M Buy
15,365
+308
+2% +$39.5K 0.56% 58
2019
Q3 		$1.77M Sell
15,057
-12
-0.1% -$1.36K 0.5% 69
2019
Q2 		$1.65M Buy
15,069
+3,399
+29% +$375K 0.48% 74
2019
Q1 		$1.18M Buy
11,670
+2,277
+24% +$235K 0.6% 56
2018
Q4 		$948K Sell
9,393
-166
-2% -$17.7K 0.51% 60
2018
Q3 		$987K Buy
9,559
+122
+1% +$13.8K 0.5% 67
2018
Q2 		$983K Sell
9,437
-483
-5% -$53K 0.5% 69
2018
Q1 		$1.09M Sell
9,920
-597
-6% -$67.6K 0.49% 67
2017
Q4 		$1.13M Sell
10,517
-215
-2% -$21.8K 0.46% 66
2017
Q3 		$1.04M Sell
10,732
-466
-4% -$43K 0.45% 76
2017
Q2 		$1.04M Sell
11,198
-2,522
-18% -$218K 0.46% 72
2017
Q1 		$1.19M Sell
13,720
-2,827
-17% -$249K 0.49% 72
2016
Q4 		$1.43M Sell
16,547
-958
-5% -$73.1K 0.61% 47
2016
Q3 		$1.17M Sell
17,505
-2,776
-14% -$181K 0.51% 63
2016
Q2 		$1.26M Sell
20,281
-3,227
-14% -$202K 0.56% 56
2016
Q1 		$1.39M Sell
23,508
-473
-2% -$27.6K 0.7% 52
2015
Q4 		$1.58M Sell
23,981
-378
-2% -$24.6K 0.8% 44
2015
Q3 		$1.48M Sell
24,359
-4,354
-15% -$285K 0.78% 49
2015
Q2 		$1.95M Sell
28,713
-501
-2% -$32.7K 0.85% 53
2015
Q1 		$1.77M Buy
29,214
+6,410
+28% +$380K 0.72% 63
2014
Q4 		$1.43M Buy
22,804
+5,546
+32% +$334K 0.66% 57
2014
Q3 		$1.04M Buy
17,258
+6,290
+57% +$368K 0.54% 67
2014
Q2 		$631K Buy
10,968
+5,386
+96% +$303K 0.32% 103
2014
Q1 		$339K Buy
+5,582
New +$323K 0.18% 127

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Patton Albertson Miller Group's JPM Position: Q2 2026 in Review

Patton Albertson Miller Group reduced its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, selling an estimated $183K and leaving 42,407 shares worth $13.9M. The position accounts for 1.38% of the portfolio, ranked #18.

Patton Albertson Miller Group first reported a position in JPM in Q1 2014 and has held it in 50 quarters since. The position peaked at $14M in Q4 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Patton Albertson Miller Group held 42,407 shares of JPMorgan Chase worth $13.9M as of Q2 2026.
  • Patton Albertson Miller Group sold 589 JPMorgan Chase shares in Q2 2026, an estimated $183K.
  • JPMorgan Chase made up 1.38% of Patton Albertson Miller Group's portfolio in Q2 2026, its #18 holding.
  • Patton Albertson Miller Group first reported a position in JPMorgan Chase in Q1 2014 and has held it in 50 quarters since.
  • Patton Albertson Miller Group's JPMorgan Chase position peaked at $14M in Q4 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.