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Disclosery

Valley Brook Capital Group, Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valley Brook Capital Group, Inc. on JPM, newest first. How the timeline and the estimate are built.

Valley Brook Capital Group, Inc. held 18,772 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,772 shares
    Change vs previous 13F +258 shares

    3.48% of the 13F portfolio, value $6,144,433.

    13F-HR 0001172661-26-002836 filed by Valley Brook Capital Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 18,514 shares
    Change vs previous 13F +458 shares

    3.65% of the 13F portfolio, value $5,445,960.

    13F-HR 0001172661-26-001628 filed by Valley Brook Capital Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 18,056 shares
    Change vs previous 13F +633 shares

    3.85% of the 13F portfolio, value $5,817,941.

    13F-HR 0001172661-26-000270 filed by Valley Brook Capital Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 17,423 shares
    Change vs previous 13F +28 shares

    3.69% of the 13F portfolio, value $5,495,852.

    13F-HR 0001172661-25-004581 filed by Valley Brook Capital Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,395 shares
    Change vs previous 13F +152 shares

    3.77% of the 13F portfolio, value $5,043,098.

    13F-HR 0001172661-25-002736 filed by Valley Brook Capital Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 17,243 shares
    Change vs previous 13F +93 shares

    3.32% of the 13F portfolio, value $4,229,706.

    13F-HR 0001172661-25-001773 filed by Valley Brook Capital Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 17,150 shares
    Change vs previous 13F +18 shares

    3.07% of the 13F portfolio, value $4,111,096.

    13F-HR 0001172661-25-000407 filed by Valley Brook Capital Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,132 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $3,612,548.

    13F-HR 0001172661-24-004436 filed by Valley Brook Capital Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).