JPMORGAN CHASE & CO · CUSIP 46625H100 · CIK 2041943
As of 2026-06-30, Millstone Evans Group, LLC reported 11.26K JPM (shares), valued at $3.69M, or 1.99% of its reported non-derivative portfolio. Filed 2026-08-11.
Verify history & sources →Shares decreased 0.85%; reported value increased 10.33%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.99% | 11,258 | SEC filing ↗Filed Aug 11, 2026 |
| Q1 2026 | 2.00% | 11,355 | SEC filing ↗Filed Apr 30, 2026 |
| Q4 2025 | 2.14% | 11,297 | SEC filing ↗Filed Feb 2, 2026 |
| Q3 2025 | 2.28% | 11,355 | SEC filing ↗Filed Oct 30, 2025 |
| Q2 2025 | 2.26% | 11,437 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 1.99% | 11,945 | SEC filing ↗Filed May 5, 2025 |
| Q4 2024 | 2.02% | 12,340 | SEC filing ↗Filed Feb 11, 2025 |
| Q3 2024 | Not reported | Not reported | No filing this quarter |
| Q2 2024 | Not reported | Not reported | No filing this quarter |
| Q1 2024 | Not reported | Not reported | No filing this quarter |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q3 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2024 | 2.02% | 12,340 | $2.96M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 11, 2025 |
| Q1 2025 | 1.99% | 11,945 | $2.93M | Shares decreased 3.20%; reported value decreased 0.94%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2025 |
| Q2 2025 | 2.26% | 11,437 | $3.32M | Shares decreased 4.25%; reported value increased 13.16%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 2.28% | 11,355 | $3.58M | Shares decreased 0.72%; reported value increased 8.02%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2025 |
| Q4 2025 | 2.14% | 11,297 | $3.64M | Shares decreased 0.51%; reported value increased 1.63%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 2, 2026 |
| Q1 2026 | 2.00% | 11,355 | $3.34M | Shares increased 0.51%; reported value decreased 8.24%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2026 |
| Q2 2026 | 1.99% | 11,258 | $3.69M | Shares decreased 0.85%; reported value increased 10.33%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.