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Wilkins Miller Wealth Management’s JPMorgan Chase JPM Stock Holding History

Wilkins Miller Wealth Management’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 		$1.84M Buy
5,620
+167
+3% +$51.9K 1.01% 28
2026
Q1 		$1.6M Sell
5,453
-162
-3% -$49.2K 0.97% 31
2025
Q4 		$1.81M Buy
5,615
+19
+0.3% +$5.88K 1.08% 28
2025
Q3 		$1.77M Buy
5,596
+30
+0.5% +$8.92K 1.09% 26
2025
Q2 		$1.61M Sell
5,566
-168
-3% -$42.9K 1.1% 24
2025
Q1 		$1.41M Buy
5,734
+20
+0.4% +$5.1K 1.06% 27
2024
Q4 		$1.37M Buy
+5,714
New +$1.33M 1.43% 18

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

Wilkins Miller Wealth Management's JPM Position: Q2 2026 in Review

Wilkins Miller Wealth Management increased its JPMorgan Chase (JPM) stake by 3.1% in Q2 2026, buying an estimated $51.9K and bringing the position to 5,620 shares worth $1.84M. The position accounts for 1.01% of the portfolio, ranked #28.

Wilkins Miller Wealth Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 1,517 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Wilkins Miller Wealth Management held 5,620 shares of JPMorgan Chase worth $1.84M as of Q2 2026.
  • Wilkins Miller Wealth Management bought 167 JPMorgan Chase shares in Q2 2026, an estimated $51.9K.
  • JPMorgan Chase made up 1.01% of Wilkins Miller Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Wilkins Miller Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 1,517 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.