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Valley Brook Capital Group’s JPMorgan Chase JPM Stock Holding History

Valley Brook Capital 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
2026
Q2 		$6.14M Buy
18,772
+258
+1% +$80.1K 3.49% 4
2026
Q1 		$5.45M Buy
18,514
+458
+3% +$139K 3.65% 3
2025
Q4 		$5.82M Buy
18,056
+633
+4% +$196K 3.85% 3
2025
Q3 		$5.5M Buy
17,423
+28
+0.2% +$8.33K 3.69% 3
2025
Q2 		$5.04M Buy
17,395
+152
+0.9% +$38.8K 3.77% 3
2025
Q1 		$4.23M Buy
17,243
+93
+0.5% +$23.7K 3.32% 5
2024
Q4 		$4.11M Buy
17,150
+18
+0.1% +$4.19K 3.07% 5
2024
Q3 		$3.61M Sell
17,132
-6
-0% -$1.26K 2.6% 8
2024
Q2 		$3.47M Sell
17,138
-5,444
-24% -$1.06M 2.7% 7
2024
Q1 		$3.56M Sell
22,582
-1,472
-6% -$266K 2.84% 6
2023
Q4 		$3.08M Buy
24,054
+7,001
+41% +$1.06M 2.68% 7
2023
Q3 		$2.47M Sell
17,053
-2,409
-12% -$361K 2.44% 7
2023
Q2 		$2.83M Sell
19,462
-760
-4% -$105K 2.61% 8
2023
Q1 		$2.64M Buy
20,222
+656
+3% +$89.9K 2.43% 8
2022
Q4 		$2.62M Buy
19,566
+671
+4% +$85K 2.52% 9
2022
Q3 		$1.97M Sell
18,895
-16
-0.1% -$1.84K 2.16% 10
2022
Q2 		$2.13M Sell
18,911
-990
-5% -$123K 2.2% 10
2022
Q1 		$2.71M Buy
19,901
+1,582
+9% +$234K 2.34% 8
2021
Q4 		$2.9M Buy
18,319
+70
+0.4% +$11.5K 2.5% 8
2021
Q3 		$2.99M Sell
18,249
-325
-2% -$51K 2.96% 4
2021
Q2 		$2.89M Buy
18,574
+560
+3% +$88K 2.75% 5
2021
Q1 		$2.74M Buy
18,014
+865
+5% +$124K 2.48% 4
2020
Q4 		$2.18M Buy
+17,149
New +$1.92M 2.15% 10

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Valley Brook Capital Group's JPM Position: Q2 2026 in Review

Valley Brook Capital Group increased its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, buying an estimated $80.1K and bringing the position to 18,772 shares worth $6.14M. The position accounts for 3.49% of the portfolio, ranked #4.

Valley Brook Capital Group first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 3,215 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Valley Brook Capital Group held 18,772 shares of JPMorgan Chase worth $6.14M as of Q2 2026.
  • Valley Brook Capital Group bought 258 JPMorgan Chase shares in Q2 2026, an estimated $80.1K.
  • JPMorgan Chase made up 3.49% of Valley Brook Capital Group's portfolio in Q2 2026, its #4 holding.
  • Valley Brook Capital Group first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 3,215 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Valley Brook Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.