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Valley Forge Asset Management’s JPMorgan Chase JPM Stock Holding History

Valley Forge Asset Management’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
2013
Q3 		– Sell
-3,951
Closed -$209K – 91
2013
Q2 		$209K Buy
+3,951
New +$201K 0.01% 91

Other funds holding JPM

Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Valley Forge Asset Management's JPM Position: Q3 2013 in Review

Valley Forge Asset Management sold out of JPMorgan Chase (JPM) in Q3 2013, closing a stake of 3,951 shares — an estimated $209K sold.

Valley Forge Asset Management first reported a position in JPM in Q2 2013 and held it in 1 quarter. The position peaked at $209K in Q2 2013. 1,594 funds tracked by Wall St. Rank hold JPM as of Q3 2013.

  • Valley Forge Asset Management reported no remaining JPMorgan Chase position as of Q3 2013 after selling out during the quarter.
  • Valley Forge Asset Management sold 3,951 JPMorgan Chase shares in Q3 2013, an estimated $209K.
  • Valley Forge Asset Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 1 quarter.
  • Valley Forge Asset Management's JPMorgan Chase position peaked at $209K in Q2 2013.
  • 1,594 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2013.

Based on Valley Forge Asset Management's 13F filing for Q3 2013, filed 12 Nov 2013.