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Millstone Evans Group, LLC

SEC CIK
0002041943
Latest filing
Aug 11, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Millstone Evans Group, 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)
11,258
Value
$3.69M
% of portfolio
2.0%
Quarters held
7
Since Q4 2024
Holdings of JPM by Millstone Evans Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,258$3.69M2.0%−97−0.9%ReducedHolders
Q1 202611,355$3.34M2.0%+58+0.5%AddedHolders
Q4 202511,297$3.64M2.1%−58−0.5%ReducedHolders
Q3 202511,355$3.58M2.3%−82−0.7%ReducedHolders
Q2 202511,437$3.32M2.3%−508−4.3%ReducedHolders
Q1 202511,945$2.93M2.0%−395−3.2%ReducedHolders
Q4 202412,340$2.96M2.0%–No prior filingHolders