JP Morgan Chase’s Value Line VALU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.9K | Sell |
358
-71
| -17% | -$2.62K | ﹤0.01% | 6669 |
|
|
2025
Q4 | $16.5K | Sell |
429
-388
| -47% | -$14.7K | ﹤0.01% | 6549 |
|
|
2025
Q3 | $31.9K | Buy |
817
+259
| +46% | +$9.91K | ﹤0.01% | 6370 |
|
|
2025
Q2 | $21.8K | Sell |
558
-733
| -57% | -$28.7K | ﹤0.01% | 6152 |
|
|
2025
Q1 | $49.9K | Sell |
1,291
-3,091
| -71% | -$127K | ﹤0.01% | 5883 |
|
|
2024
Q4 | $231K | Buy |
4,382
+2,819
| +180% | +$144K | ﹤0.01% | 5415 |
|
|
2024
Q3 | $72.7K | Buy |
1,563
+923
| +144% | +$40.6K | ﹤0.01% | 5835 |
|
|
2024
Q2 | $27.6K | Sell |
640
-1,105
| -63% | -$43.1K | ﹤0.01% | 6057 |
|
|
2024
Q1 | $70.7K | Buy |
1,745
+833
| +91% | +$35.7K | ﹤0.01% | 5807 |
|
|
2023
Q4 | $44.5K | Buy |
912
+364
| +66% | +$15.5K | ﹤0.01% | 6034 |
|
|
2023
Q3 | $24K | Sell |
548
-124
| -18% | -$6.21K | ﹤0.01% | 6024 |
|
|
2023
Q2 | $30.8K | Sell |
672
-37
| -5% | -$1.73K | ﹤0.01% | 5826 |
|
|
2023
Q1 | $34K | Buy |
709
+185
| +35% | +$9.36K | ﹤0.01% | 5837 |
|
|
2022
Q4 | $27K | Buy |
524
+29
| +6% | +$1.64K | ﹤0.01% | 5794 |
|
|
2022
Q3 | $22K | Hold |
495
| – | – | ﹤0.01% | 5780 |
|
|
2022
Q2 | $33K | Buy |
495
+34
| +7% | +$2.33K | ﹤0.01% | 5777 |
|
|
2022
Q1 | $31K | Sell |
461
-1,014
| -69% | -$59.6K | ﹤0.01% | 5958 |
|
|
2021
Q4 | $69K | Buy |
1,475
+854
| +138% | +$33.8K | ﹤0.01% | 5827 |
|
|
2021
Q3 | $21K | Sell |
621
-627
| -50% | -$20.8K | ﹤0.01% | 6038 |
|
|
2021
Q2 | $39K | Sell |
1,248
-1,562
| -56% | -$48.1K | ﹤0.01% | 5804 |
|
|
2021
Q1 | $80K | Buy |
2,810
+59
| +2% | +$1.77K | ﹤0.01% | 5431 |
|
|
2020
Q4 | $91K | Buy |
2,751
+2,038
| +286% | +$58.2K | ﹤0.01% | 5020 |
|
|
2020
Q3 | $17K | Sell |
713
-134
| -16% | -$3.44K | ﹤0.01% | 5183 |
|
|
2020
Q2 | $22K | Sell |
847
-875
| -51% | -$25K | ﹤0.01% | 5018 |
|
|
2020
Q1 | $56K | Buy |
1,722
+338
| +24% | +$10.5K | ﹤0.01% | 4694 |
|
|
2019
Q4 | $40K | Buy |
1,384
+1,037
| +299% | +$26.5K | ﹤0.01% | 5190 |
|
|
2019
Q3 | $8K | Buy |
347
+56
| +19% | +$1.42K | ﹤0.01% | 5530 |
|
|
2019
Q2 | $8K | Buy |
291
+14
| +5% | +$333 | ﹤0.01% | 5593 |
|
|
2019
Q1 | $7K | Sell |
277
-59
| -18% | -$1.27K | ﹤0.01% | 5587 |
|
|
2018
Q4 | $9K | Buy |
336
+86
| +34% | +$2.14K | ﹤0.01% | 5457 |
|
|
2018
Q3 | $6K | Buy |
250
+33
| +15% | +$778 | ﹤0.01% | 5550 |
|
|
2018
Q2 | $5K | Sell |
217
-4
| -2% | -$81 | ﹤0.01% | 5437 |
|
|
2018
Q1 | $4K | Sell |
221
-16
| -7% | -$303 | ﹤0.01% | 5255 |
|
|
2017
Q4 | $5K | Buy |
+237
| New | +$4.3K | ﹤0.01% | 5324 |
|
|
2017
Q2 | – | Sell |
-798
| Closed | -$14K | – | 5237 |
|
|
2017
Q1 | $14K | Sell |
798
-798
| -50% | -$14.2K | ﹤0.01% | 4759 |
|
|
2016
Q4 | $31K | Buy |
+1,596
| New | +$31.2K | ﹤0.01% | 4628 |
|
|
2016
Q2 | – | Sell |
-612
| Closed | -$10K | – | 4969 |
|
|
2016
Q1 | $10K | Buy |
+612
| New | +$9.27K | ﹤0.01% | 4245 |
|
Other funds holding VALU
GF
TA
OC
NSIM
JP Morgan Chase's VALU Position: Q1 2026 in Review
JP Morgan Chase reduced its Value Line (VALU) stake by 17% in Q1 2026, selling an estimated $2.62K and leaving 358 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #6669.
JP Morgan Chase first reported a position in VALU in Q1 2016 and has held it in 37 quarters since. The position peaked at $231K in Q4 2024. 53 funds tracked by Wall St. Rank hold VALU as of Q1 2026.
- JP Morgan Chase held 358 shares of Value Line worth $12.9K as of Q1 2026.
- JP Morgan Chase sold 71 Value Line shares in Q1 2026, an estimated $2.62K.
- Value Line made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6669 holding.
- JP Morgan Chase first reported a position in Value Line in Q1 2016 and has held it in 37 quarters since.
- JP Morgan Chase's Value Line position peaked at $231K in Q4 2024.
- 53 funds tracked by Wall St. Rank held Value Line as of Q1 2026.
Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.