A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 661 shares of JPM stock, worth $157,053. This represents 0.05% of its overall portfolio holdings.

Number of Shares
661
Previous 563 17.41%
Holding current value
$157,053
Previous $113,000 23.01%
% of portfolio
0.05%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$194.9 - $224.8 $19,100 - $22,030
98 Added 17.41%
661 $139,000
Q2 2022

Aug 03, 2022

SELL
$112.61 - $135.91 $1,126 - $1,359
-10 Reduced 1.75%
563 $63,000
Q1 2022

May 06, 2022

SELL
$128.3 - $168.44 $20,784 - $27,287
-162 Reduced 22.04%
573 $78,000
Q4 2021

Feb 10, 2022

BUY
$153.94 - $171.78 $44,026 - $49,129
286 Added 63.7%
735 $116,000
Q3 2021

Nov 05, 2021

SELL
$146.97 - $166.98 $16,460 - $18,701
-112 Reduced 19.96%
449 $70,000
Q3 2021

Nov 05, 2021

BUY
$146.97 - $166.98 $16,460 - $18,701
112 Added 24.94%
561 $92,000
Q2 2021

Aug 10, 2021

SELL
$147.37 - $166.44 $294 - $332
-2 Reduced 0.44%
449 $70,000
Q1 2021

May 04, 2021

BUY
$125.65 - $157.65 $9,675 - $12,139
77 Added 20.59%
451 $69,000
Q4 2020

Feb 04, 2021

BUY
$96.54 - $127.07 $36,105 - $47,524
374 New
374 $48,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $697B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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