Valicenti Advisory Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $17.5M | Buy |
53,539
+185
| +0.3% | +$57.5K | 3.31% | 9 |
|
|
2026
Q1 | $15.7M | Sell |
53,354
-182
| -0.3% | -$55.2K | 3.42% | 8 |
|
|
2025
Q4 | $17.3M | Buy |
53,536
+105
| +0.2% | +$32.5K | 3.61% | 6 |
|
|
2025
Q3 | $16.9M | Sell |
53,431
-3,283
| -6% | -$976K | 3.62% | 6 |
|
|
2025
Q2 | $16.4M | Sell |
56,714
-151
| -0.3% | -$38.5K | 3.84% | 5 |
|
|
2025
Q1 | $13.9M | Sell |
56,865
-6,515
| -10% | -$1.66M | 3.59% | 5 |
|
|
2024
Q4 | $15.2M | Sell |
63,380
-3,760
| -6% | -$876K | 3.78% | 7 |
|
|
2024
Q3 | $14.2M | Sell |
67,140
-5,223
| -7% | -$1.1M | 3.64% | 7 |
|
|
2024
Q2 | $14.6M | Sell |
72,363
-3,785
| -5% | -$740K | 3.93% | 6 |
|
|
2024
Q1 | $15.3M | Sell |
76,148
-3,619
| -5% | -$653K | 4.25% | 5 |
|
|
2023
Q4 | $13.6M | Sell |
79,767
-124
| -0.2% | -$18.8K | 4.12% | 5 |
|
|
2023
Q3 | $11.6M | Buy |
79,891
+2,220
| +3% | +$333K | 3.96% | 6 |
|
|
2023
Q2 | $11.3M | Buy |
77,671
+362
| +0.5% | +$49.8K | 3.58% | 7 |
|
|
2023
Q1 | $10.1M | Buy |
77,309
+5,882
| +8% | +$806K | 3.36% | 5 |
|
|
2022
Q4 | $9.58M | Sell |
71,427
-1,329
| -2% | -$168K | 3.49% | 5 |
|
|
2022
Q3 | $7.6M | Sell |
72,756
-294
| -0.4% | -$33.7K | 2.78% | 6 |
|
|
2022
Q2 | $8.23M | Buy |
73,050
+10,538
| +17% | +$1.31M | 2.68% | 8 |
|
|
2022
Q1 | $8.52M | Buy |
62,512
+291
| +0.5% | +$43K | 2.24% | 11 |
|
|
2021
Q4 | $9.85M | Sell |
62,221
-394
| -0.6% | -$64.7K | 2.45% | 9 |
|
|
2021
Q3 | $10.2M | Buy |
62,615
+327
| +0.5% | +$51.3K | 2.78% | 7 |
|
|
2021
Q2 | $9.69M | Sell |
62,288
-1,698
| -3% | -$267K | 2.68% | 10 |
|
|
2021
Q1 | $9.74M | Sell |
63,986
-710
| -1% | -$102K | 2.89% | 7 |
|
|
2020
Q4 | $8.22M | Sell |
64,696
-21
| -0% | -$2.35K | 2.66% | 13 |
|
|
2020
Q3 | $6.23M | Buy |
64,717
+678
| +1% | +$66.6K | 2.32% | 14 |
|
|
2020
Q2 | $6.02M | Buy |
64,039
+8,892
| +16% | +$844K | 2.45% | 13 |
|
|
2020
Q1 | $4.96M | Buy |
55,147
+4,856
| +10% | +$590K | 2.48% | 14 |
|
|
2019
Q4 | $7.01M | Sell |
50,291
-44
| -0.1% | -$5.64K | 2.94% | 7 |
|
|
2019
Q3 | $5.92M | Sell |
50,335
-464
| -0.9% | -$52.5K | 2.82% | 10 |
|
|
2019
Q2 | $5.68M | Sell |
50,799
-1,659
| -3% | -$183K | 2.77% | 11 |
|
|
2019
Q1 | $5.31M | Buy |
52,458
+7,152
| +16% | +$737K | 2.54% | 11 |
|
|
2018
Q4 | $4.42M | Buy |
45,306
+10,106
| +29% | +$1.08M | 2.21% | 17 |
|
|
2018
Q3 | $3.97M | Buy |
35,200
+410
| +1% | +$46.5K | 1.72% | 20 |
|
|
2018
Q2 | $3.63M | Buy |
34,790
+1,730
| +5% | +$190K | 1.67% | 24 |
|
|
2018
Q1 | $3.64M | Buy |
33,060
+39
| +0.1% | +$4.42K | 1.72% | 23 |
|
|
2017
Q4 | $3.53M | Sell |
33,021
-2,707
| -8% | -$274K | 1.76% | 21 |
|
|
2017
Q3 | $3.41M | Sell |
35,728
-389
| -1% | -$35.9K | 1.72% | 27 |
|
|
2017
Q2 | $3.3M | Buy |
36,117
+2,327
| +7% | +$201K | 1.76% | 26 |
|
|
2017
Q1 | $2.97M | Buy |
+33,790
| New | +$2.98M | 1.65% | 28 |
|
Other funds holding JPM
RG
TWC
Valicenti Advisory Services's JPM Position: Q2 2026 in Review
Valicenti Advisory Services increased its JPMorgan Chase (JPM) stake by 0.35% in Q2 2026, buying an estimated $57.5K and bringing the position to 53,539 shares worth $17.5M. The position accounts for 3.31% of the portfolio, ranked #9.
Valicenti Advisory Services first reported a position in JPM in Q1 2017 and has held it in 38 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Valicenti Advisory Services held 53,539 shares of JPMorgan Chase worth $17.5M as of Q2 2026.
- Valicenti Advisory Services bought 185 JPMorgan Chase shares in Q2 2026, an estimated $57.5K.
- JPMorgan Chase made up 3.31% of Valicenti Advisory Services's portfolio in Q2 2026, its #9 holding.
- Valicenti Advisory Services first reported a position in JPMorgan Chase in Q1 2017 and has held it in 38 quarters since.
- 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Valicenti Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.