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Livermore
Livermore
ZHEN

Miller Wealth Advisors, LLC

SEC CIK
0001908158
Latest filing
Jul 29, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Miller Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
430
Value
$140.8K
% of portfolio
0.1%
Quarters held
18
Since Q4 2021
Holdings of JPM by Miller Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026430$140.8K0.1%00.0%UnchangedHolders
Q1 2026430$126.5K<0.1%00.0%UnchangedHolders
Q4 2025430$138.6K0.1%00.0%UnchangedHolders
Q3 2025430$135.6K0.1%00.0%UnchangedHolders
Q2 2025430$124.7K0.1%00.0%UnchangedHolders
Q1 2025430$105.5K0.1%00.0%UnchangedHolders
Q4 2024430$103.1K0.1%00.0%UnchangedHolders
Q3 2024430$96.5K0.1%00.0%UnchangedHolders
Q2 2024430$87.0K<0.1%00.0%UnchangedHolders
Q1 2024430$86.1K0.1%−15−3.4%ReducedHolders
Q4 2023445$75.7K<0.1%−15−3.3%ReducedHolders
Q3 2023460$66.7K<0.1%00.0%UnchangedHolders
Q2 2023460$66.9K<0.1%+460NewHolders
Q1 20230$00.0%−760−100.0%Sold outHolders
Q4 2022760$97.0K0.1%+230+43.4%AddedHolders
Q3 2022530$60.0K<0.1%00.0%UnchangedHolders
Q2 2022530$60.0K<0.1%−40−7.0%ReducedHolders
Q1 2022570$78.0K0.1%+120+26.7%AddedHolders
Q4 2021450$71.0K<0.1%–No prior filingHolders