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Central Valley Advisors’s JPMorgan Chase JPM Stock Holding History

Central Valley Advisors’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 		$4.66M Sell
14,243
-276
-2% -$85.7K 1.2% 19
2026
Q1 		$4.27M Sell
14,519
-6,147
-30% -$1.87M 1.17% 19
2025
Q4 		$6.66M Sell
20,666
-754
-4% -$233K 1.99% 15
2025
Q3 		$6.76M Buy
21,420
+1,288
+6% +$383K 2.09% 15
2025
Q2 		$5.84M Sell
20,132
-340
-2% -$86.8K 1.99% 15
2025
Q1 		$5.02M Sell
20,472
-2,683
-12% -$684K 1.9% 15
2024
Q4 		$5.55M Buy
23,155
+53
+0.2% +$12.3K 2.52% 9
2024
Q3 		$4.87M Buy
23,102
+151
+0.7% +$31.8K 2.75% 7
2024
Q2 		$4.54M Buy
22,951
+260
+1% +$50.8K 1.94% 11
2024
Q1 		$4.54M Sell
22,691
-320
-1% -$57.7K 2.35% 10
2023
Q4 		$3.91M Buy
+23,011
New +$3.49M 2.3% 9

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Central Valley Advisors's JPM Position: Q2 2026 in Review

Central Valley Advisors reduced its JPMorgan Chase (JPM) stake by 1.9% in Q2 2026, selling an estimated $85.7K and leaving 14,243 shares worth $4.66M. The position accounts for 1.2% of the portfolio, ranked #19.

Central Valley Advisors first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.76M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Central Valley Advisors held 14,243 shares of JPMorgan Chase worth $4.66M as of Q2 2026.
  • Central Valley Advisors sold 276 JPMorgan Chase shares in Q2 2026, an estimated $85.7K.
  • JPMorgan Chase made up 1.2% of Central Valley Advisors's portfolio in Q2 2026, its #19 holding.
  • Central Valley Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Central Valley Advisors's JPMorgan Chase position peaked at $6.76M in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.