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Valpey Financial Services’s JPMorgan Chase JPM Stock Holding History

Valpey Financial Services’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 		$391K Sell
1,330
-27
-2% -$8.19K 0.25% 58
2025
Q4 		$437K Buy
1,357
+17
+1% +$5.26K 0.28% 59
2025
Q3 		$423K Sell
1,340
-281
-17% -$83.6K 0.28% 58
2025
Q2 		$470K Buy
+1,621
New +$414K 0.33% 51

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

Valpey Financial Services's JPM Position: Q1 2026 in Review

Valpey Financial Services reduced its JPMorgan Chase (JPM) stake by 2% in Q1 2026, selling an estimated $8.19K and leaving 1,330 shares worth $391K. The position accounts for 0.25% of the portfolio, ranked #58.

Valpey Financial Services first reported a position in JPM in Q2 2025 and has held it in 4 quarters since. The position peaked at $470K in Q2 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Valpey Financial Services held 1,330 shares of JPMorgan Chase worth $391K as of Q1 2026.
  • Valpey Financial Services sold 27 JPMorgan Chase shares in Q1 2026, an estimated $8.19K.
  • JPMorgan Chase made up 0.25% of Valpey Financial Services's portfolio in Q1 2026, its #58 holding.
  • Valpey Financial Services first reported a position in JPMorgan Chase in Q2 2025 and has held it in 4 quarters since.
  • Valpey Financial Services's JPMorgan Chase position peaked at $470K in Q2 2025.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Valpey Financial Services's 13F filing for Q1 2026, filed 11 May 2026.