Great Valley Advisor Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $34M | Buy |
103,960
+2,231
| +2% | +$693K | 0.54% | 45 |
|
|
2026
Q1 | $29.9M | Buy |
101,729
+3,552
| +4% | +$1.08M | 0.54% | 47 |
|
|
2025
Q4 | $31.6M | Sell |
98,177
-4,897
| -5% | -$1.52M | 0.61% | 39 |
|
|
2025
Q3 | $32.5M | Buy |
103,074
+1,902
| +2% | +$566K | 0.65% | 33 |
|
|
2025
Q2 | $29.3M | Sell |
101,172
-20,796
| -17% | -$5.31M | 0.65% | 35 |
|
|
2025
Q1 | $29.9M | Sell |
121,968
-26,221
| -18% | -$6.68M | 0.64% | 36 |
|
|
2024
Q4 | $35.5M | Buy |
148,189
+1,128
| +0.8% | +$263K | 0.8% | 25 |
|
|
2024
Q3 | $31M | Buy |
147,061
+10,209
| +7% | +$2.15M | 0.76% | 25 |
|
|
2024
Q2 | $27.7M | Buy |
136,852
+6,710
| +5% | +$1.31M | 0.77% | 23 |
|
|
2024
Q1 | $26.1M | Sell |
130,142
-1,725
| -1% | -$311K | 0.79% | 22 |
|
|
2023
Q4 | $22.4M | Buy |
131,867
+3,962
| +3% | +$600K | 0.79% | 29 |
|
|
2023
Q3 | $18.5M | Buy |
127,905
+8,625
| +7% | +$1.29M | 0.77% | 27 |
|
|
2023
Q2 | $17.3M | Buy |
119,280
+6,145
| +5% | +$845K | 0.73% | 29 |
|
|
2023
Q1 | $14.7M | Buy |
113,135
+14,436
| +15% | +$1.98M | 0.69% | 31 |
|
|
2022
Q4 | $13.2M | Sell |
98,699
-23,196
| -19% | -$2.94M | 0.68% | 34 |
|
|
2022
Q3 | $12.7M | Buy |
121,895
+2,593
| +2% | +$298K | 0.71% | 32 |
|
|
2022
Q2 | $13.4M | Buy |
119,302
+49,891
| +72% | +$6.18M | 0.74% | 30 |
|
|
2022
Q1 | $9.88M | Sell |
69,411
-10,930
| -14% | -$1.61M | 0.58% | 43 |
|
|
2021
Q4 | $12.8M | Buy |
80,341
+18,393
| +30% | +$3.02M | 0.79% | 25 |
|
|
2021
Q3 | $10.1M | Buy |
61,948
+2,399
| +4% | +$376K | 0.7% | 33 |
|
|
2021
Q2 | $9.21M | Buy |
59,549
+2,218
| +4% | +$348K | 0.68% | 35 |
|
|
2021
Q1 | $8.73M | Buy |
57,331
+6,827
| +14% | +$982K | 0.84% | 23 |
|
|
2020
Q4 | $6.42M | Buy |
50,504
+4,911
| +11% | +$549K | 0.66% | 32 |
|
|
2020
Q3 | $4.39M | Buy |
45,593
+92
| +0.2% | +$9.04K | 0.54% | 41 |
|
|
2020
Q2 | $4.28M | Buy |
45,501
+10,586
| +30% | +$1M | 0.7% | 32 |
|
|
2020
Q1 | $3.14M | Buy |
34,915
+4,991
| +17% | +$606K | 0.83% | 29 |
|
|
2019
Q4 | $4.17M | Buy |
29,924
+4,603
| +18% | +$590K | 0.93% | 18 |
|
|
2019
Q3 | $2.98M | Sell |
25,321
-17
| -0.1% | -$1.92K | 0.72% | 32 |
|
|
2019
Q2 | $2.83M | Buy |
+25,338
| New | +$2.79M | 0.71% | 37 |
|
|
2019
Q1 | – | Sell |
-12,467
| Closed | -$1.2M | – | 307 |
|
|
2018
Q4 | $1.2M | Buy |
+12,467
| New | +$1.33M | 0.45% | 59 |
|
Other funds holding JPM
Great Valley Advisor Group's JPM Position: Q2 2026 in Review
Great Valley Advisor Group increased its JPMorgan Chase (JPM) stake by 2.2% in Q2 2026, buying an estimated $693K and bringing the position to 103,960 shares worth $34M. The position accounts for 0.54% of the portfolio, ranked #45.
Great Valley Advisor Group first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $35.5M in Q4 2024. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Great Valley Advisor Group held 103,960 shares of JPMorgan Chase worth $34M as of Q2 2026.
- Great Valley Advisor Group bought 2,231 JPMorgan Chase shares in Q2 2026, an estimated $693K.
- JPMorgan Chase made up 0.54% of Great Valley Advisor Group's portfolio in Q2 2026, its #45 holding.
- Great Valley Advisor Group first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
- Great Valley Advisor Group's JPMorgan Chase position peaked at $35.5M in Q4 2024.
- 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.