Valley Forge Investment Consultants’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
Q1 | – | Sell |
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|
2025
Q4 | $202K | Sell |
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|
2025
Q3 | $209K | Sell |
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|
2025
Q2 | $337K | Buy |
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|
2025
Q1 | $162K | Hold |
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|
2024
Q4 | $158K | Hold |
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|
2024
Q3 | $139K | Buy |
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|
2024
Q2 | $114K | Hold |
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|
2024
Q1 | $113K | Hold |
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|
2023
Q4 | $95.8K | Hold |
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|
2023
Q3 | $81.6K | Hold |
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|
2023
Q2 | $81.9K | Hold |
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|
2023
Q1 | $73.4K | Hold |
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|
2022
Q4 | $75.5K | Hold |
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|
2022
Q3 | $59K | Hold |
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|
2022
Q2 | $63K | Sell |
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|
2022
Q1 | $78K | Sell |
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|
2021
Q4 | $116K | Buy |
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|
2021
Q3 | $92K | Buy |
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|
2021
Q2 | $70K | Sell |
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|
2021
Q1 | $69K | Buy |
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|
2020
Q4 | $48K | Buy |
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