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Valeo Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Valeo Financial Advisors’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 		$42.8M Sell
130,662
-637
-0.5% -$198K 0.9% 21
2026
Q1 		$38.6M Sell
131,299
-12,281
-9% -$3.73M 0.92% 22
2025
Q4 		$46.3M Sell
143,580
-8,612
-6% -$2.67M 1.03% 22
2025
Q3 		$48M Sell
152,192
-719
-0.5% -$214K 1.09% 22
2025
Q2 		$44.3M Sell
152,911
-21,689
-12% -$5.53M 1.09% 21
2025
Q1 		$36.8M Buy
174,600
+2,742
+2% +$699K 1.03% 21
2024
Q4 		$35.3M Buy
171,858
+609
+0.4% +$142K 0.98% 22
2024
Q3 		$31M Sell
171,249
-1,279
-0.7% -$269K 0.88% 21
2024
Q2 		$30M Sell
172,528
-1,704
-1% -$333K 0.94% 20
2024
Q1 		$28.9M Sell
174,232
-10,356
-6% -$1.87M 1.04% 18
2023
Q4 		$27.3M Buy
184,588
+11,031
+6% +$1.67M 1.1% 16
2023
Q3 		$21.6M Buy
173,557
+802
+0.5% +$120K 0.99% 17
2023
Q2 		$21.6M Buy
172,755
+4,873
+3% +$670K 0.99% 17
2023
Q1 		$18.7M Buy
167,882
+16,768
+11% +$2.3M 0.9% 18
2022
Q4 		$17M Buy
151,114
+2,459
+2% +$312K 0.93% 18
2022
Q3 		$13M Buy
148,655
+5,927
+4% +$680K 0.83% 18
2022
Q2 		$13.3M Sell
142,728
-257
-0.2% -$31.8K 0.84% 19
2022
Q1 		$16.2M Buy
142,985
+16,401
+13% +$2.42M 0.82% 21
2021
Q4 		$16.2M Sell
126,584
-503
-0.4% -$82.6K 0.88% 19
2021
Q3 		$16.8M Buy
127,087
+6,914
+6% +$1.08M 0.96% 15
2021
Q2 		$14.9M Sell
120,173
-723
-0.6% -$114K 0.9% 16
2021
Q1 		$14.7M Sell
120,896
-19,438
-14% -$2.8M 0.68% 19
2020
Q4 		$12.2M Buy
140,334
+56,514
+67% +$6.32M 0.63% 22
2020
Q3 		$8.07M Sell
83,820
-11,883
-12% -$1.17M 0.71% 18
2020
Q2 		$9M Buy
95,703
+10,735
+13% +$1.02M 0.82% 15
2020
Q1 		$8.68M Buy
84,968
+2,222
+3% +$270K 0.92% 15
2019
Q4 		$11.5M Buy
82,746
+1,654
+2% +$212K 1.12% 13
2019
Q3 		$9.54M Sell
81,092
-2,485
-3% -$281K 1.05% 13
2019
Q2 		$9.34M Sell
83,577
-193
-0.2% -$21.3K 1.07% 14
2019
Q1 		$8.48M Sell
83,770
-10,254
-11% -$1.06M 1.03% 15
2018
Q4 		$9.18M Buy
94,024
+2,311
+3% +$246K 1.29% 13
2018
Q3 		$9.99M Buy
91,713
+1,405
+2% +$159K 1.35% 13
2018
Q2 		$10.3M Sell
90,308
-3,631
-4% -$398K 1.44% 11
2018
Q1 		$10.3M Sell
93,939
-3,707
-4% -$420K 1.66% 10
2017
Q4 		$10.4M Buy
97,646
+4,800
+5% +$486K 1.71% 8
2017
Q3 		$8.87M Buy
+92,846
New +$8.56M 2.01% 5

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Valeo Financial Advisors's JPM Position: Q2 2026 in Review

Valeo Financial Advisors reduced its JPMorgan Chase (JPM) stake by 0.49% in Q2 2026, selling an estimated $198K and leaving 130,662 shares worth $42.8M. The position accounts for 0.9% of the portfolio, ranked #21.

Valeo Financial Advisors first reported a position in JPM in Q3 2017 and has held it in 36 quarters since. The position peaked at $48M in Q3 2025. 1,241 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Valeo Financial Advisors held 130,662 shares of JPMorgan Chase worth $42.8M as of Q2 2026.
  • Valeo Financial Advisors sold 637 JPMorgan Chase shares in Q2 2026, an estimated $198K.
  • JPMorgan Chase made up 0.9% of Valeo Financial Advisors's portfolio in Q2 2026, its #21 holding.
  • Valeo Financial Advisors first reported a position in JPMorgan Chase in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's JPMorgan Chase position peaked at $48M in Q3 2025.
  • 1,241 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.