SEC 13F Intelligence

Central Valley Advisors, LLC / JPM

Central Valley Advisors, LLC’s Jpmorgan Chase & Co Position

Does Central Valley Advisors, LLC own Jpmorgan Chase & Co (JPM)? Yes — 14.5K shares worth $4M (+1.17% of its 13F portfolio) as of Q1 2026, down from 20.7K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
14.5K
% of Portfolio
+1.17%
Quarters Held
10
currently held

Position History JPM

Reported value by quarter
Q4 ’23: $4MQ4 ’23Q1 ’24: $5MQ2 ’24: $5MQ2 ’24Q3 ’24: $5MQ4 ’24: $6MQ4 ’24Q1 ’25: $5MQ2 ’25: $6MQ2 ’25Q3 ’25: $7MQ4 ’25: $7MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.5K$4M+1.17%
Q4 202520.7K$7M+1.99%
Q3 202521.4K$7M+2.09%
Q2 202520.1K$6M+1.99%
Q1 202520.5K$5M+1.90%
Q4 202423.2K$6M+2.52%
Q3 202423.1K$5M+2.75%
Q2 202423.0K$5M+1.94%
Q1 202422.7K$5M+2.35%
Q4 202323.0K$4M+2.30%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Central Valley Advisors, LLC’s full portfolio or all institutional holders of JPM.