Valley Wealth Managers’s JPMorgan Chase JPM Stock Holding History

Valley Wealth Managers’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	$6.03M	Sell	20,496 -559	-3%	-$170K	0.39%	54
2025 Q4	$6.78M	Sell	21,055 -639	-3%	-$198K	0.43%	53
2025 Q3	$6.84M	Sell	21,694 -12	-0.1%	-$3.57K	0.45%	52
2025 Q2	$6.29M	Sell	21,706 -322	-1%	-$82.2K	0.45%	52
2025 Q1	$5.4M	Sell	22,028 -874	-4%	-$223K	0.41%	52
2024 Q4	$5.49M	Sell	22,902 -2,961	-11%	-$690K	0.41%	52
2024 Q3	$5.45M	Sell	25,863 -1,938	-7%	-$408K	0.4%	51
2024 Q2	$5.62M	Sell	27,801 -2,322	-8%	-$454K	0.45%	52
2024 Q1	$6.03M	Sell	30,123 -3,690	-11%	-$666K	0.45%	52
2023 Q4	$5.75M	Sell	33,813 -1,070	-3%	-$162K	0.45%	50
2023 Q3	$5.06M	Sell	34,883 -1,399	-4%	-$210K	0.42%	57
2023 Q2	$5.28M	Sell	36,282 -3,124	-8%	-$430K	0.47%	46
2023 Q1	$5.14M	Buy	39,406 +229	+0.6%	+$31.4K	0.47%	49
2022 Q4	$5.25M	Sell	39,177 -5,377	-12%	-$681K	0.49%	51
2022 Q3	$4.66M	Sell	44,554 -1,867	-4%	-$214K	0.46%	49
2022 Q2	$5.23M	Sell	46,421 -57	-0.1%	-$7.06K	0.49%	47
2022 Q1	$6.33M	Buy	46,478 +1,309	+3%	+$193K	0.53%	48
2021 Q4	$7.15M	Sell	45,169 -753	-2%	-$124K	0.57%	47
2021 Q3	$7.52M	Sell	45,922 -703	-2%	-$110K	0.66%	47
2021 Q2	$7.25M	Buy	46,625 +1,194	+3%	+$188K	0.61%	47
2021 Q1	$6.92M	Buy	45,431 +211	+0.5%	+$30.4K	0.62%	47
2020 Q4	$5.75M	Sell	45,220 -663	-1%	-$74.1K	0.56%	48
2020 Q3	$4.42M	Sell	45,883 -2,773	-6%	-$272K	0.49%	48
2020 Q2	$4.58M	Buy	48,656 +448	+0.9%	+$42.5K	0.51%	48
2020 Q1	$4.34M	Buy	48,208 +2,347	+5%	+$285K	0.56%	47
2019 Q4	$6.39M	Buy	45,861 +525	+1%	+$67.3K	0.64%	45
2019 Q3	$5.34M	Sell	45,336 -947	-2%	-$107K	0.57%	46
2019 Q2	$5.17M	Buy	46,283 +780	+2%	+$86K	0.55%	45
2019 Q1	$4.61M	Buy	45,503 +977	+2%	+$101K	0.5%	45
2018 Q4	$4.35M	Buy	44,526 +11,167	+33%	+$1.19M	0.57%	44
2018 Q3	$3.76M	Buy	33,359 +3,511	+12%	+$399K	0.44%	43
2018 Q2	$3.11M	Sell	29,848 -2,255	-7%	-$247K	0.38%	44
2018 Q1	$3.53M	Sell	32,103 -1,772	-5%	-$201K	0.43%	45
2017 Q4	$3.62M	Sell	33,875 -1,602	-5%	-$162K	0.44%	44
2017 Q3	$3.39M	Sell	35,477 -1,815	-5%	-$167K	0.43%	44
2017 Q2	$3.41M	Sell	37,292 -2,914	-7%	-$251K	0.46%	43
2017 Q1	$3.53M	Buy	40,206 +642	+2%	+$56.6K	0.47%	44
2016 Q4	$3.42M	Sell	39,564 -773	-2%	-$58.9K	0.49%	42
2016 Q3	$2.69M	Buy	40,337 +1,997	+5%	+$130K	0.39%	47
2016 Q2	$2.38M	Buy	38,340 +13,332	+53%	+$833K	0.36%	48
2016 Q1	$1.48M	Buy	25,008 +6,375	+34%	+$372K	0.25%	52
2015 Q4	$1.23M	Sell	18,633 -57	-0.3%	-$3.71K	0.22%	53
2015 Q3	$1.14M	Sell	18,690 -650	-3%	-$42.6K	0.21%	58
2015 Q2	$1.31M	Sell	19,340 -1,750	-8%	-$114K	0.23%	53
2015 Q1	$1.28M	Sell	21,090 -158	-0.7%	-$9.36K	0.22%	59
2014 Q4	$1.33M	Buy	21,248 +1,904	+10%	+$115K	0.24%	55
2014 Q3	$1.17M	Sell	19,344 -316	-2%	-$18.5K	0.22%	55
2014 Q2	$1.13M	Buy	19,660 +2,495	+15%	+$140K	0.22%	55
2014 Q1	$1.04M	Buy	17,165 +535	+3%	+$30.9K	0.21%	55
2013 Q4	$973K	Buy	16,630 +810	+5%	+$44.4K	0.2%	54
2013 Q3	$818K	Sell	15,820 -1,508	-9%	-$80.9K	0.18%	53
2013 Q2	$914K	Buy	+17,328	New	+$881K	0.21%	55

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Valley Wealth Managers's JPM Position: Q1 2026 in Review

Valley Wealth Managers reduced its JPMorgan Chase (JPM) stake by 2.7% in Q1 2026, selling an estimated $170K and leaving 20,496 shares worth $6.03M. The position accounts for 0.39% of the portfolio, ranked #54.

Valley Wealth Managers first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.52M in Q3 2021. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Valley Wealth Managers held 20,496 shares of JPMorgan Chase worth $6.03M as of Q1 2026.
Valley Wealth Managers sold 559 JPMorgan Chase shares in Q1 2026, an estimated $170K.
JPMorgan Chase made up 0.39% of Valley Wealth Managers's portfolio in Q1 2026, its #54 holding.
Valley Wealth Managers first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
Valley Wealth Managers's JPMorgan Chase position peaked at $7.52M in Q3 2021.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.