Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,144,638
+$698,560 QoQ
Shares Held
18,772
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.78%
of 13F equity value
Holder Rank
#1,901
of 5,057 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Valley Brook Capital Group, Inc. holds $6,501,536 across 2 Banks - Diversified names. JPM ranks #1 (94.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
18,772 | $6,144,638 | |
| 2 | C |
Citigroup Inc
|
2,550 | $356,898 |
All Filings in JPM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,144,638 | 18,772 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,446,078 | 18,514 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,818,004 | 18,056 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,495,736 | 17,423 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,042,984 | 17,395 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,229,707 | 17,243 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,111,026 | 17,150 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,612,453 | 17,132 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,466,331 | 17,138 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $4,523,174 | 22,582 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $4,091,585 | 24,054 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,473,026 | 17,053 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,830,553 | 19,462 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,635,128 | 20,222 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,623,800 | 19,566 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,974,527 | 18,895 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,129,567 | 18,911 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,712,904 | 19,901 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,900,813 | 18,319 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $2,987,178 | 18,249 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $2,888,999 | 18,574 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $2,742,271 | 18,014 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,179,123 | 17,149 | Shares | Sole | 2021-03-19 | |
| No filing history on record for this holder in this stock. | ||||||