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VALLEY WEALTH MANAGERS, INC.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VALLEY WEALTH MANAGERS, INC. on JPM, newest first. How the timeline and the estimate are built.

VALLEY WEALTH MANAGERS, INC. held 20,610 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 20,610 shares
    Change vs previous 13F -32 shares

    0.39% of the 13F portfolio, value $6,818,553.

    13F-HR 0000924166-26-000009 filed by VALLEY WEALTH MANAGERS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 20,642 shares
    Change vs previous 13F +146 shares

    0.39% of the 13F portfolio, value $6,756,891.

    13F-HR 0000924166-26-000006 filed by VALLEY WEALTH MANAGERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 20,496 shares
    Change vs previous 13F -559 shares

    0.39% of the 13F portfolio, value $6,029,234.

    13F-HR 0000924166-26-000004 filed by VALLEY WEALTH MANAGERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 21,055 shares
    Change vs previous 13F -639 shares

    0.43% of the 13F portfolio, value $6,784,486.

    13F-HR 0000924166-26-000002 filed by VALLEY WEALTH MANAGERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 21,694 shares
    Change vs previous 13F -12 shares

    0.45% of the 13F portfolio, value $6,843,078.

    13F-HR 0000924166-25-000012 filed by VALLEY WEALTH MANAGERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 21,706 shares
    Change vs previous 13F -322 shares

    0.45% of the 13F portfolio, value $6,292,915.

    13F-HR 0000924166-25-000010 filed by VALLEY WEALTH MANAGERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 22,028 shares
    Change vs previous 13F -874 shares

    0.41% of the 13F portfolio, value $5,403,515.

    13F-HR 0000924166-25-000006 filed by VALLEY WEALTH MANAGERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 22,902 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $5,489,834.

    13F-HR 0000924166-25-000002 filed by VALLEY WEALTH MANAGERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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