VALLEY WEALTH MANAGERS, INC.

Position in JPM — Jpmorgan Chase & Co

CIK 924166 PARAMUS, NJ

Position in JPM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$6,756,745

+$727,643 QoQ

Shares Held

20,642

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#1,818

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 67% Shared 0% None 33%

Financial Services · as of Jun 30, 2026

VALLEY WEALTH MANAGERS, INC. holds $7,141,079 across 5 Banks - Diversified names. JPM ranks #1 (94.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	20,642	$6,756,745
2	C	Citigroup Inc	1,178	$164,871
3	BNY	Bank of New York Mellon Corp	680	$98,334
4	BAC	Bank Of America Corp /De/	1,508	$85,925
5	WFC	Wells Fargo & Company/Mn	426	$35,204

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,756,745	20,642	+0.7%	Shares	Defined	2026-08-04
2026-03-31	$6,029,102	20,496	-2.7%	Shares	Defined	2026-05-06
2025-12-31	$6,784,341	21,055	-2.9%	Shares	Defined	2026-02-04
2025-09-30	$6,842,938	21,694	-0.1%	Shares	Defined	2025-11-03
2025-06-30	$6,292,786	21,706	-1.5%	Shares	Defined	2025-08-06
2025-03-31	$5,403,467	22,028	-3.8%	Shares	Defined	2025-05-07
2024-12-31	$5,489,838	22,902	-11.4%	Shares	Defined	2025-01-31
2024-09-30	$5,453,471	25,863	-7.0%	Shares	Sole	2024-11-06
2024-06-30	$5,623,029	27,801	-7.7%	Shares	Defined	2024-08-08
2024-03-31	$6,033,636	30,123	-10.9%	Shares	Defined	2024-05-03
2023-12-31	$5,751,591	33,813	-3.1%	Shares	Defined	2024-02-07
2023-09-30	$5,058,731	34,883	-3.9%	Shares	Defined	2023-11-09
2023-06-30	$5,276,853	36,282	-7.9%	Shares	Defined	2023-07-28
2023-03-31	$5,134,995	39,406	+0.6%	Shares	Sole	2023-05-03
2022-12-31	$5,253,635	39,177	-12.1%	Shares	Defined	2023-02-01
2022-09-30	$4,655,893	44,554	-4.0%	Shares	Defined	2022-11-09
2022-06-30	$5,227,468	46,421	-0.1%	Shares	Defined	2022-11-16
2022-03-31	$6,335,880	46,478	+2.9%	Shares	Other	2022-05-02
2021-12-31	$7,152,510	45,169	-1.6%	Shares	Sole	2022-02-02
2021-09-30	$7,516,971	45,922	-1.5%	Shares	Sole	2021-11-01
2021-06-30	$7,252,051	46,625	+2.6%	Shares	Sole	2021-08-03
2021-03-31	$6,915,961	45,431	+0.5%	Shares	Sole	2021-04-22
2020-12-31	$5,746,104	45,220	-1.4%	Shares	Sole	2021-02-02
2020-09-30	$4,417,155	45,883	-5.7%	Shares	Sole	2020-11-03
2020-06-30	$4,576,582	48,656	+0.9%	Shares	Sole	2020-07-28
2020-03-31	$4,340,165	48,208	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.