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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Valley Forge Investment Consultants's JPM Position: Q1 2026 in Review

Valley Forge Investment Consultants sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 626 shares — an estimated $202K sold.

Valley Forge Investment Consultants first reported a position in JPM in Q4 2020 and held it in 21 quarters. The position peaked at $337K in Q2 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Valley Forge Investment Consultants reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • Valley Forge Investment Consultants sold 626 JPMorgan Chase shares in Q1 2026, an estimated $202K.
  • Valley Forge Investment Consultants first reported a position in JPMorgan Chase in Q4 2020 and held it in 21 quarters.
  • Valley Forge Investment Consultants's JPMorgan Chase position peaked at $337K in Q2 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.