Pine Valley Investments Ltd Liability Co
Position in JPM — Jpmorgan Chase & Co
CIK 1975417
MARLTON, NJ
Position in JPM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$15,257,505
+$1,602,010 QoQ
Shares Held
46,612
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#1,154
of 5,058 holders
Holding Since
Mar 2023
14 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, 2026Pine Valley Investments Ltd Liability Co holds $17,380,495 across 4 Banks - Diversified names. JPM ranks #1 (87.8% of the industry book) .
All Filings in JPM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,257,505 | 46,612 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $13,655,495 | 46,422 | Shares | Sole | 2026-06-08 | |
| 2025-12-31 | $15,030,596 | 46,647 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $14,957,059 | 47,418 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $14,590,880 | 50,329 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $12,725,182 | 51,876 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $13,279,694 | 55,399 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $12,282,173 | 58,248 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $11,808,343 | 58,382 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $11,470,580 | 57,267 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $10,011,065 | 58,854 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,255,930 | 50,034 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $7,091,072 | 48,756 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,227,648 | 24,769 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||