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Great Valley Advisor Group’s JPMorgan Chase JPM Stock Holding History

Great Valley Advisor Group’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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Great Valley Advisor Group's JPM Position: Q1 2026 in Review

Great Valley Advisor Group increased its JPMorgan Chase (JPM) stake by 3.6% in Q1 2026, buying an estimated $1.08M and bringing the position to 101,729 shares worth $29.9M. The position accounts for 0.54% of the portfolio, ranked #47.

Great Valley Advisor Group first reported a position in JPM in Q4 2018 and has held it in 29 quarters since. The position peaked at $35.5M in Q4 2024. 5,065 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Great Valley Advisor Group held 101,729 shares of JPMorgan Chase worth $29.9M as of Q1 2026.
  • Great Valley Advisor Group bought 3,552 JPMorgan Chase shares in Q1 2026, an estimated $1.08M.
  • JPMorgan Chase made up 0.54% of Great Valley Advisor Group's portfolio in Q1 2026, its #47 holding.
  • Great Valley Advisor Group first reported a position in JPMorgan Chase in Q4 2018 and has held it in 29 quarters since.
  • Great Valley Advisor Group's JPMorgan Chase position peaked at $35.5M in Q4 2024.
  • 5,065 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.