Miller Value Partners, LLC / JPM
Miller Value Partners, LLC’s Jpmorgan Chase & Co Position
Does Miller Value Partners, LLC own Jpmorgan Chase & Co (JPM)? Not currently — the last reported position was 269.9K shares worth $35M in Q1 2023; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$35M
Q1 2023
Shares
269.9K
% of Portfolio
+2.20%
Quarters Held
18
position exited
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2023 | 269.9K | $35M | +2.20% |
| Q4 2022 | 349.2K | $47M | +3.02% |
| Q3 2022 | 391.8K | $41M | +2.49% |
| Q2 2022 | 389.8K | $44M | +2.23% |
| Q1 2022 | 394.2K | $54M | +1.73% |
| Q4 2021 | 405.2K | $64M | +1.76% |
| Q3 2021 | 452.0K | $74M | +1.72% |
| Q2 2021 | 454.1K | $71M | +1.68% |
| Q1 2021 | 448.1K | $68M | +1.77% |
| Q4 2020 | 448.5K | $57M | +1.73% |
| Q3 2020 | 394.9K | $38M | +1.36% |
| Q2 2020 | 397.7K | $37M | +1.66% |
| Q1 2020 | 398.3K | $36M | +2.31% |
| Q4 2019 | 539.5K | $75M | +2.67% |
| Q3 2019 | 649.9K | $76M | +3.08% |
| Q2 2019 | 706.0K | $79M | +3.00% |
| Q1 2019 | 767.4K | $78M | +3.08% |
| Q4 2018 | 770.7K | $75M | +3.41% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Miller Value Partners, LLC’s full portfolio or all institutional holders of JPM.