Pine Valley Investments’s JPMorgan Chase JPM Stock Holding History

Pine Valley Investments’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	$15.3M	Buy	46,612 +190	+0.4%	+$59K	0.6%	43
2026 Q1	$13.7M	Sell	46,422 -225	-0.5%	-$68.3K	0.63%	37
2025 Q4	$15M	Sell	46,647 -771	-2%	-$239K	0.7%	34
2025 Q3	$15M	Sell	47,418 -2,911	-6%	-$866K	0.73%	31
2025 Q2	$14.6M	Sell	50,329 -1,547	-3%	-$395K	0.81%	31
2025 Q1	$12.7M	Sell	51,876 -3,523	-6%	-$898K	0.77%	29
2024 Q4	$13.3M	Sell	55,399 -2,849	-5%	-$664K	0.79%	26
2024 Q3	$12.3M	Sell	58,248 -134	-0.2%	-$28.2K	0.74%	25
2024 Q2	$11.8M	Buy	58,382 +1,115	+2%	+$218K	0.77%	28
2024 Q1	$11.5M	Sell	57,267 -1,587	-3%	-$286K	0.77%	27
2023 Q4	$10M	Buy	58,854 +8,820	+18%	+$1.34M	0.72%	26
2023 Q3	$7.26M	Buy	50,034 +1,278	+3%	+$192K	0.66%	32
2023 Q2	$7.09M	Buy	48,756 +23,987	+97%	+$3.3M	0.69%	32
2023 Q1	$2.49M	Buy	+24,769	New	+$3.39M	0.37%	57

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Pine Valley Investments's JPM Position: Q2 2026 in Review

Pine Valley Investments increased its JPMorgan Chase (JPM) stake by 0.41% in Q2 2026, buying an estimated $59K and bringing the position to 46,612 shares worth $15.3M. The position accounts for 0.6% of the portfolio, ranked #43.

Pine Valley Investments first reported a position in JPM in Q1 2023 and has held it in 14 quarters since. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Pine Valley Investments held 46,612 shares of JPMorgan Chase worth $15.3M as of Q2 2026.
Pine Valley Investments bought 190 JPMorgan Chase shares in Q2 2026, an estimated $59K.
JPMorgan Chase made up 0.6% of Pine Valley Investments's portfolio in Q2 2026, its #43 holding.
Pine Valley Investments first reported a position in JPMorgan Chase in Q1 2023 and has held it in 14 quarters since.
3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.