Valley Wealth Managers’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 | $6.29M | Sell |
21,706
-322
| -1% | -$93.4K | 0.45% | 52 |
|
|
2025
Q1 | $5.4M | Sell |
22,028
-874
| -4% | -$214K | 0.41% | 52 |
|
|
2024
Q4 | $5.49M | Sell |
22,902
-2,961
| -11% | -$710K | 0.41% | 52 |
|
|
2024
Q3 | $5.45M | Sell |
25,863
-1,938
| -7% | -$409K | 0.4% | 51 |
|
|
2024
Q2 | $5.62M | Sell |
27,801
-2,322
| -8% | -$470K | 0.45% | 52 |
|
|
2024
Q1 | $6.03M | Sell |
30,123
-3,690
| -11% | -$739K | 0.45% | 52 |
|
|
2023
Q4 | $5.75M | Sell |
33,813
-1,070
| -3% | -$182K | 0.45% | 50 |
|
|
2023
Q3 | $5.06M | Sell |
34,883
-1,399
| -4% | -$203K | 0.42% | 57 |
|
|
2023
Q2 | $5.28M | Sell |
36,282
-3,124
| -8% | -$454K | 0.47% | 46 |
|
|
2023
Q1 | $5.14M | Buy |
39,406
+229
| +0.6% | +$29.8K | 0.47% | 49 |
|
|
2022
Q4 | $5.25M | Sell |
39,177
-5,377
| -12% | -$721K | 0.49% | 51 |
|
|
2022
Q3 | $4.66M | Sell |
44,554
-1,867
| -4% | -$195K | 0.46% | 49 |
|
|
2022
Q2 | $5.23M | Sell |
46,421
-57
| -0.1% | -$6.42K | 0.49% | 47 |
|
|
2022
Q1 | $6.34M | Buy |
46,478
+1,309
| +3% | +$178K | 0.53% | 48 |
|
|
2021
Q4 | $7.15M | Sell |
45,169
-753
| -2% | -$119K | 0.57% | 47 |
|
|
2021
Q3 | $7.52M | Sell |
45,922
-703
| -2% | -$115K | 0.66% | 47 |
|
|
2021
Q2 | $7.25M | Buy |
46,625
+1,194
| +3% | +$186K | 0.61% | 47 |
|
|
2021
Q1 | $6.92M | Buy |
45,431
+211
| +0.5% | +$32.1K | 0.62% | 47 |
|
|
2020
Q4 | $5.75M | Sell |
45,220
-663
| -1% | -$84.2K | 0.56% | 48 |
|
|
2020
Q3 | $4.42M | Sell |
45,883
-2,773
| -6% | -$267K | 0.49% | 48 |
|
|
2020
Q2 | $4.58M | Buy |
48,656
+448
| +0.9% | +$42.1K | 0.51% | 48 |
|
|
2020
Q1 | $4.34M | Buy |
48,208
+2,347
| +5% | +$211K | 0.56% | 47 |
|
|
2019
Q4 | $6.39M | Buy |
45,861
+525
| +1% | +$73.2K | 0.64% | 45 |
|
|
2019
Q3 | $5.34M | Sell |
45,336
-947
| -2% | -$111K | 0.57% | 46 |
|
|
2019
Q2 | $5.18M | Buy |
46,283
+780
| +2% | +$87.2K | 0.55% | 45 |
|
|
2019
Q1 | $4.61M | Buy |
45,503
+977
| +2% | +$98.9K | 0.5% | 45 |
|
|
2018
Q4 | $4.35M | Buy |
44,526
+11,167
| +33% | +$1.09M | 0.57% | 44 |
|
|
2018
Q3 | $3.76M | Buy |
33,359
+3,511
| +12% | +$396K | 0.44% | 43 |
|
|
2018
Q2 | $3.11M | Sell |
29,848
-2,255
| -7% | -$235K | 0.38% | 44 |
|
|
2018
Q1 | $3.53M | Sell |
32,103
-1,772
| -5% | -$195K | 0.43% | 45 |
|
|
2017
Q4 | $3.62M | Sell |
33,875
-1,602
| -5% | -$171K | 0.44% | 44 |
|
|
2017
Q3 | $3.39M | Sell |
35,477
-1,815
| -5% | -$173K | 0.43% | 44 |
|
|
2017
Q2 | $3.41M | Sell |
37,292
-2,914
| -7% | -$266K | 0.46% | 43 |
|
|
2017
Q1 | $3.53M | Buy |
40,206
+642
| +2% | +$56.4K | 0.47% | 44 |
|
|
2016
Q4 | $3.42M | Sell |
39,564
-773
| -2% | -$66.7K | 0.49% | 42 |
|
|
2016
Q3 | $2.69M | Buy |
40,337
+1,997
| +5% | +$133K | 0.39% | 47 |
|
|
2016
Q2 | $2.38M | Buy |
38,340
+13,332
| +53% | +$829K | 0.36% | 48 |
|
|
2016
Q1 | $1.48M | Buy |
25,008
+6,375
| +34% | +$378K | 0.25% | 52 |
|
|
2015
Q4 | $1.23M | Sell |
18,633
-57
| -0.3% | -$3.77K | 0.22% | 53 |
|
|
2015
Q3 | $1.14M | Sell |
18,690
-650
| -3% | -$39.6K | 0.21% | 58 |
|
|
2015
Q2 | $1.31M | Sell |
19,340
-1,750
| -8% | -$119K | 0.23% | 53 |
|
|
2015
Q1 | $1.28M | Sell |
21,090
-158
| -0.7% | -$9.57K | 0.22% | 59 |
|
|
2014
Q4 | $1.33M | Buy |
21,248
+1,904
| +10% | +$119K | 0.24% | 55 |
|
|
2014
Q3 | $1.17M | Sell |
19,344
-316
| -2% | -$19K | 0.22% | 55 |
|
|
2014
Q2 | $1.13M | Buy |
19,660
+2,495
| +15% | +$144K | 0.22% | 55 |
|
|
2014
Q1 | $1.04M | Buy |
17,165
+535
| +3% | +$32.5K | 0.21% | 55 |
|
|
2013
Q4 | $973K | Buy |
16,630
+810
| +5% | +$47.4K | 0.2% | 54 |
|
|
2013
Q3 | $818K | Sell |
15,820
-1,508
| -9% | -$78K | 0.18% | 53 |
|
|
2013
Q2 | $914K | Buy |
+17,328
| New | +$914K | 0.21% | 55 |
|