Valley Brook Capital Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.04M | Buy |
17,395
+152
| +0.9% | +$44.1K | 3.77% | 3 |
|
|
2025
Q1 | $4.23M | Buy |
17,243
+93
| +0.5% | +$22.8K | 3.32% | 5 |
|
|
2024
Q4 | $4.11M | Buy |
17,150
+18
| +0.1% | +$4.32K | 3.07% | 5 |
|
|
2024
Q3 | $3.61M | Sell |
17,132
-6
| -0% | -$1.27K | 2.6% | 8 |
|
|
2024
Q2 | $3.47M | Sell |
17,138
-5,444
| -24% | -$1.1M | 2.7% | 7 |
|
|
2024
Q1 | $3.56M | Sell |
22,582
-1,472
| -6% | -$232K | 2.84% | 6 |
|
|
2023
Q4 | $3.08M | Buy |
24,054
+7,001
| +41% | +$895K | 2.68% | 7 |
|
|
2023
Q3 | $2.47M | Sell |
17,053
-2,409
| -12% | -$349K | 2.44% | 7 |
|
|
2023
Q2 | $2.83M | Sell |
19,462
-760
| -4% | -$111K | 2.61% | 8 |
|
|
2023
Q1 | $2.64M | Buy |
20,222
+656
| +3% | +$85.5K | 2.43% | 8 |
|
|
2022
Q4 | $2.62M | Buy |
19,566
+671
| +4% | +$90K | 2.52% | 9 |
|
|
2022
Q3 | $1.97M | Sell |
18,895
-16
| -0.1% | -$1.67K | 2.16% | 10 |
|
|
2022
Q2 | $2.13M | Sell |
18,911
-990
| -5% | -$111K | 2.2% | 10 |
|
|
2022
Q1 | $2.71M | Buy |
19,901
+1,582
| +9% | +$216K | 2.34% | 8 |
|
|
2021
Q4 | $2.9M | Buy |
18,319
+70
| +0.4% | +$11.1K | 2.5% | 8 |
|
|
2021
Q3 | $2.99M | Sell |
18,249
-325
| -2% | -$53.2K | 2.96% | 4 |
|
|
2021
Q2 | $2.89M | Buy |
18,574
+560
| +3% | +$87.1K | 2.75% | 5 |
|
|
2021
Q1 | $2.74M | Buy |
18,014
+865
| +5% | +$132K | 2.48% | 4 |
|
|
2020
Q4 | $2.18M | Buy |
+17,149
| New | +$2.18M | 2.15% | 10 |
|