Oliver Lagore Vanvalin Investment Group’s JPMorgan Chase JPM Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025 Q2	$1.83M	Buy	+7,464	New	+$1.9M	0.72%	34
2024 Q4	$1.2M	Sell	5,007 -2	-0%	-$466	0.31%	65
2024 Q3	$1.06M	Sell	5,009 -69	-1%	-$14.5K	0.28%	69
2024 Q2	$1.03M	Buy	5,078 +205	+4%	+$40.1K	0.29%	62
2024 Q1	$976K	Buy	4,873 +362	+8%	+$65.3K	0.29%	65
2023 Q4	$767K	Sell	4,511 -4	-0.1%	-$606	0.29%	60
2023 Q3	$655K	Buy	4,515 +6	+0.1%	+$899	0.26%	60
2023 Q2	$656K	Buy	4,509 +30	+0.7%	+$4.13K	0.24%	63
2023 Q1	$584K	Buy	4,479 +48	+1%	+$6.58K	0.25%	47
2022 Q4	$594K	Buy	4,431 +24	+0.5%	+$3.04K	0.34%	42
2022 Q3	$461K	Buy	4,407 +2	+0%	+$230	0.3%	52
2022 Q2	$496K	Buy	4,405 +22	+0.5%	+$2.73K	0.29%	51
2022 Q1	$597K	Sell	4,383 -8,677	-66%	-$1.28M	0.4%	45
2021 Q4	$2.07M	Buy	+13,060	New	+$2.14M	0.15%	66

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's JPM Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in JPMorgan Chase (JPM) in Q2 2025: 7,464 shares worth $1.83M. The stake represents 0.72% of the portfolio and ranks #34 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in JPM as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in JPM in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.07M in Q4 2021. 4,747 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 7,464 shares of JPMorgan Chase worth $1.83M as of Q2 2025.
JPMorgan Chase was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
JPMorgan Chase made up 0.72% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #34 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 14 quarters since.
Oliver Lagore Vanvalin Investment Group's JPMorgan Chase position peaked at $2.07M in Q4 2021.
4,747 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.