Valley Forge Investment Consultants’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 | $337K | Buy |
1,164
+503
| +76% | +$146K | 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% | +$20.7K | 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% | -$1.12K | 0.03% | 71 |
|
|
2022
Q1 | $78K | Sell |
573
-162
| -22% | -$22.1K | 0.03% | 78 |
|
|
2021
Q4 | $116K | Buy |
735
+174
| +31% | +$27.5K | 0.05% | 73 |
|
|
2021
Q3 | $92K | Buy |
561
+112
| +25% | +$18.4K | 0.05% | 70 |
|
|
2021
Q2 | $70K | Sell |
449
-2
| -0.4% | -$312 | 0.04% | 71 |
|
|
2021
Q1 | $69K | Buy |
451
+77
| +21% | +$11.8K | 0.05% | 63 |
|
|
2020
Q4 | $48K | Buy |
+374
| New | +$48K | 0.04% | 58 |
|