SEC 13F Intelligence

Valicenti Advisory Services Inc / JPM

Valicenti Advisory Services Inc’s Jpmorgan Chase & Co Position

Does Valicenti Advisory Services Inc own Jpmorgan Chase & Co (JPM)? Yes — 53.4K shares worth $16M (+3.42% of its 13F portfolio) as of Q1 2026, down from 53.5K shares the prior filed quarter.

Position Value
$16M
Q1 2026
Shares
53.4K
% of Portfolio
+3.42%
Quarters Held
29
currently held

Position History JPM

Reported value by quarter
Q1 ’19: $5MQ1 ’19Q2 ’19: $6MQ3 ’19: $6MQ4 ’19: $7MQ1 ’20: $5MQ1 ’20Q2 ’20: $6MQ3 ’20: $6MQ4 ’20: $8MQ1 ’21: $10MQ1 ’21Q2 ’21: $10MQ3 ’21: $10MQ4 ’21: $10MQ1 ’22: $9MQ1 ’22Q2 ’22: $8MQ3 ’22: $8MQ4 ’22: $10MQ1 ’23: $10MQ1 ’23Q2 ’23: $11MQ3 ’23: $12MQ4 ’23: $14MQ1 ’24: $15MQ1 ’24Q2 ’24: $15MQ3 ’24: $14MQ4 ’24: $15MQ1 ’25: $14MQ1 ’25Q2 ’25: $16MQ3 ’25: $17MQ4 ’25: $17MQ1 ’26: $16MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202653.4K$16M+3.42%
Q4 202553.5K$17M+3.61%
Q3 202553.4K$17M+3.62%
Q2 202556.7K$16M+3.84%
Q1 202556.9K$14M+3.59%
Q4 202463.4K$15M+3.78%
Q3 202467.1K$14M+3.64%
Q2 202472.4K$15M+3.93%
Q1 202476.1K$15M+4.25%
Q4 202379.8K$14M+4.12%
Q3 202379.9K$12M+3.96%
Q2 202377.7K$11M+3.58%
Q1 202377.3K$10M+3.36%
Q4 202271.4K$10M+3.49%
Q3 202272.8K$8M+2.78%
Q2 202273.0K$8M+2.68%
Q1 202262.5K$9M+2.24%
Q4 202162.2K$10M+2.45%
Q3 202162.6K$10M+2.78%
Q2 202162.3K$10M+2.68%
Q1 202164.0K$10M+2.89%
Q4 202064.7K$8M+2.66%
Q3 202064.7K$6M+2.32%
Q2 202064.0K$6M+2.45%
Q1 202055.1K$5M+2.48%
Q4 201950.3K$7M+2.94%
Q3 201950.3K$6M+2.82%
Q2 201950.8K$6M+2.77%
Q1 201952.5K$5M+2.54%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Valicenti Advisory Services Inc’s full portfolio or all institutional holders of JPM.