Valeo Financial Advisors LLC reduces stake in JPMorgan Chase & Co.
2 reports, 1 independent
Updated Oct 8
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What happened
Valeo Financial Advisors LLC filed a transaction with the SEC after lowering its stake in JPMorgan Chase & Co. shares by 13.7% during the third quarter. The firm sold 17,885 shares, leaving it with 112,777 shares at the end of the reporting period.
From tickerreport.com
Why it matters
The reduction in holdings represents a shift in institutional investment flow, as JPMorgan Chase & Co. made up approximately 0.8% of Valeo Financial Advisors LLC’s investment portfolio. Other institutional investors, including State Street Corp and Bank of America Corp DE, recently increased their stakes in the financial services provider.
From tickerreport.com
Who's involved
- SECRegulatory body to which the transaction was filed
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The entities involved
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SEC
Slovak company
Related events
- Multiple financial disclosures on Oct 17 include analyst rating changes, institutional purchases, and insider stock sales.
- Johnson & Johnson filed recent stock holdings with the SEC on October 15, 2026.
- HBW Advisory Services LLC boosted its stake in shares and filed the information with the SEC on October 15, 2026.