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 Q2	$435K	Hold	1,330	–	–	0.26%	58
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Valpey Financial Services's JPM Position: Q2 2026 in Review

Valpey Financial Services held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,330 shares worth $435K. The position accounts for 0.26% of the portfolio, ranked #58.

Valpey Financial Services first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. The position peaked at $470K in Q2 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Valpey Financial Services held 1,330 shares of JPMorgan Chase worth $435K as of Q2 2026.
Valpey Financial Services left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.26% of Valpey Financial Services's portfolio in Q2 2026, its #58 holding.
Valpey Financial Services first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
Valpey Financial Services's JPMorgan Chase position peaked at $470K in Q2 2025.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Valpey Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.