JP Morgan Private Wealth Advisors’s Investors Bancorp, Inc. ISBC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ISBC Stock Details ISBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-15,265	Closed	-$231K	–	2062
2021 Q3	$231K	Buy	+15,265	New	+$213K	﹤0.01%	1793
2018 Q4	–	Sell	-14,625	Closed	-$180K	–	1623
2018 Q3	$180K	Hold	14,625	–	–	﹤0.01%	1489
2018 Q2	$187K	Buy	14,625 +3,706	+34%	+$49.9K	﹤0.01%	1382
2018 Q1	$149K	Buy	+10,919	New	+$151K	﹤0.01%	1203
2016 Q3	–	Sell	-13,066	Closed	-$145K	–	1288
2016 Q2	$145K	Buy	+13,066	New	+$151K	﹤0.01%	1193

Other funds holding ISBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ISBC Position: Q4 2021 in Review

JP Morgan Private Wealth Advisors sold out of Investors Bancorp, Inc. (ISBC) in Q4 2021, closing a stake of 15,265 shares — an estimated $231K sold.

JP Morgan Private Wealth Advisors first reported a position in ISBC in Q2 2016 and held it in 5 quarters. The position peaked at $231K in Q3 2021. 265 funds tracked by Wall St. Rank hold ISBC as of Q4 2021.

JP Morgan Private Wealth Advisors reported no remaining Investors Bancorp, Inc. position as of Q4 2021 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 15,265 Investors Bancorp, Inc. shares in Q4 2021, an estimated $231K.
JP Morgan Private Wealth Advisors first reported a position in Investors Bancorp, Inc. in Q2 2016 and held it in 5 quarters.
JP Morgan Private Wealth Advisors's Investors Bancorp, Inc. position peaked at $231K in Q3 2021.
265 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.