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Valley Forge Investment Consultants’s JPMorgan Chase JPM Stock Holding History

Valley Forge Investment Consultants’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 		$203K Buy
+619
New +$192K 0.05% 83
2026
Q1 		– Sell
-626
Closed -$202K – 86
2025
Q4 		$202K Sell
626
-35
-5% -$10.8K 0.06% 78
2025
Q3 		$209K Sell
661
-503
-43% -$150K 0.06% 78
2025
Q2 		$337K Buy
1,164
+503
+76% +$128K 0.11% 60
2025
Q1 		$162K Hold
661
– – 0.06% 73
2024
Q4 		$158K Hold
661
– – 0.05% 74
2024
Q3 		$139K Buy
661
+98
+17% +$20.6K 0.05% 74
2024
Q2 		$114K Hold
563
– – 0.04% 74
2024
Q1 		$113K Hold
563
– – 0.04% 76
2023
Q4 		$95.8K Hold
563
– – 0.04% 71
2023
Q3 		$81.6K Hold
563
– – 0.04% 73
2023
Q2 		$81.9K Hold
563
– – 0.04% 63
2023
Q1 		$73.4K Hold
563
– – 0.04% 64
2022
Q4 		$75.5K Hold
563
– – 0.04% 69
2022
Q3 		$59K Hold
563
– – 0.03% 71
2022
Q2 		$63K Sell
563
-10
-2% -$1.24K 0.03% 71
2022
Q1 		$78K Sell
573
-162
-22% -$23.9K 0.03% 78
2021
Q4 		$116K Buy
735
+174
+31% +$28.6K 0.05% 73
2021
Q3 		$92K Buy
561
+112
+25% +$17.6K 0.05% 70
2021
Q2 		$70K Sell
449
-2
-0.4% -$314 0.04% 71
2021
Q1 		$69K Buy
451
+77
+21% +$11.1K 0.05% 63
2020
Q4 		$48K Buy
+374
New +$41.8K 0.04% 58

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Valley Forge Investment Consultants's JPM Position: Q2 2026 in Review

Valley Forge Investment Consultants opened a new position in JPMorgan Chase (JPM) in Q2 2026: 619 shares worth $203K. The stake represents 0.05% of the portfolio and ranks #83 among its holdings. This is a return to the name: Valley Forge Investment Consultants previously reported a position in JPM as recently as Q4 2025.

Valley Forge Investment Consultants first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $337K in Q2 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Valley Forge Investment Consultants held 619 shares of JPMorgan Chase worth $203K as of Q2 2026.
  • JPMorgan Chase was a new Valley Forge Investment Consultants position in Q2 2026.
  • JPMorgan Chase made up 0.05% of Valley Forge Investment Consultants's portfolio in Q2 2026, its #83 holding.
  • Valley Forge Investment Consultants first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Valley Forge Investment Consultants's JPMorgan Chase position peaked at $337K in Q2 2025.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q2 2026, filed 7 Aug 2026.