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 Q1	–	Sell	-400	Closed	-$129K	–	834
2025 Q4	$129K	Buy	+400	New	+$124K	﹤0.01%	781
2023 Q2	–	Sell	-100	Closed	-$13	–	646
2023 Q1	$13	Buy	+100	New	+$13.7K	﹤0.01%	631
2022 Q4	–	Sell	-200	Closed	-$21K	–	585
2022 Q3	$21K	Hold	200	–	–	﹤0.01%	492
2022 Q2	$23K	Sell	200 -3,500	-95%	-$434K	﹤0.01%	491
2022 Q1	$419K	Buy	3,700 +1,500	+68%	+$221K	0.02%	368
2021 Q4	$348K	Buy	2,200 +400	+22%	+$65.7K	0.02%	384
2021 Q3	$295K	Buy	1,800 +1,000	+125%	+$157K	0.02%	405
2021 Q2	$124K	Buy	+800	New	+$126K	0.01%	462

Other funds holding JPM

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

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. 1,772 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.
1,772 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.