JP Morgan Private Wealth Advisors’s Valley National Bancorp VLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $159K | Buy |
18,581
+3,399
| +22% | +$30.8K | ﹤0.01% | 1652 |
|
|
2023
Q2 | $118K | Sell |
15,182
-1,563
| -9% | -$12.4K | ﹤0.01% | 1431 |
|
|
2023
Q1 | $155K | Sell |
16,745
-2,021
| -11% | -$22.4K | ﹤0.01% | 1863 |
|
|
2022
Q4 | $212K | Buy |
18,766
+778
| +4% | +$9.16K | ﹤0.01% | 1803 |
|
|
2022
Q3 | $194K | Sell |
17,988
-41
| -0.2% | -$473 | ﹤0.01% | 1819 |
|
|
2022
Q2 | $188K | Sell |
18,029
-189
| -1% | -$2.25K | ﹤0.01% | 1831 |
|
|
2022
Q1 | $237K | Buy |
18,218
+5,340
| +41% | +$74.4K | ﹤0.01% | 1848 |
|
|
2021
Q4 | $177K | Buy |
12,878
+64
| +0.5% | +$889 | ﹤0.01% | 1925 |
|
|
2021
Q3 | $171K | Buy |
12,814
+83
| +0.7% | +$1.07K | ﹤0.01% | 1881 |
|
|
2021
Q2 | $171K | Sell |
12,731
-213
| -2% | -$2.98K | ﹤0.01% | 1849 |
|
|
2021
Q1 | $178K | Sell |
12,944
-2,736
| -17% | -$33K | ﹤0.01% | 1702 |
|
|
2020
Q4 | $153K | Sell |
15,680
-7,362
| -32% | -$64K | ﹤0.01% | 1664 |
|
|
2020
Q3 | $158K | Buy |
23,042
+8,752
| +61% | +$65K | ﹤0.01% | 1540 |
|
|
2020
Q2 | $112K | Sell |
14,290
-1,000
| -7% | -$7.68K | ﹤0.01% | 1507 |
|
|
2020
Q1 | $112K | Sell |
15,290
-1,000
| -6% | -$9.78K | ﹤0.01% | 1356 |
|
|
2019
Q4 | $187K | Buy |
16,290
+3,000
| +23% | +$34.5K | ﹤0.01% | 1411 |
|
|
2019
Q3 | $144K | Sell |
13,290
-14,284
| -52% | -$153K | ﹤0.01% | 1377 |
|
|
2019
Q2 | $297K | Buy |
+27,574
| New | +$283K | ﹤0.01% | 1155 |
|
|
2019
Q1 | – | Sell |
-28,510
| Closed | -$253K | – | 1515 |
|
|
2018
Q4 | $253K | Sell |
28,510
-34
| -0.1% | -$343 | ﹤0.01% | 1245 |
|
|
2018
Q3 | $321K | Hold |
28,544
| – | – | ﹤0.01% | 1259 |
|
|
2018
Q2 | $347K | Buy |
28,544
+900
| +3% | +$11.3K | ﹤0.01% | 1149 |
|
|
2018
Q1 | $344K | Sell |
27,644
-999
| -3% | -$12.5K | ﹤0.01% | 1002 |
|
|
2017
Q4 | $321K | Buy |
28,643
+430
| +2% | +$4.98K | ﹤0.01% | 1031 |
|
|
2017
Q3 | $340K | Buy |
28,213
+13,149
| +87% | +$151K | ﹤0.01% | 983 |
|
|
2017
Q2 | $178K | Buy |
15,064
+394
| +3% | +$4.61K | ﹤0.01% | 1162 |
|
|
2017
Q1 | $173K | Sell |
14,670
-7,941
| -35% | -$95.3K | ﹤0.01% | 1261 |
|
|
2016
Q4 | $263K | Buy |
22,611
+8,269
| +58% | +$88.4K | ﹤0.01% | 1058 |
|
|
2016
Q3 | $140K | Buy |
14,342
+229
| +2% | +$2.14K | ﹤0.01% | 1174 |
|
|
2016
Q2 | $129K | Sell |
14,113
-25
| -0.2% | -$234 | ﹤0.01% | 1198 |
|
|
2016
Q1 | $135K | Sell |
14,138
-86
| -0.6% | -$781 | ﹤0.01% | 1120 |
|
|
2015
Q4 | $140K | Hold |
14,224
| – | – | ﹤0.01% | 1057 |
|
|
2015
Q3 | $140K | Sell |
14,224
-1,138
| -7% | -$11.2K | ﹤0.01% | 968 |
|
|
2015
Q2 | $158K | Buy |
15,362
+227
| +1% | +$2.21K | ﹤0.01% | 994 |
|
|
2015
Q1 | $143K | Sell |
15,135
-510
| -3% | -$4.83K | ﹤0.01% | 1072 |
|
|
2014
Q4 | $152K | Buy |
15,645
+170
| +1% | +$1.65K | ﹤0.01% | 1027 |
|
|
2014
Q3 | $150K | Hold |
15,475
| – | – | ﹤0.01% | 1012 |
|
|
2014
Q2 | $153K | Sell |
15,475
-2,127
| -12% | -$21.4K | ﹤0.01% | 849 |
|
|
2014
Q1 | $184K | Sell |
17,602
-24,556
| -58% | -$246K | ﹤0.01% | 821 |
|
|
2013
Q4 | $427K | Sell |
42,158
-18,963
| -31% | -$190K | 0.01% | 479 |
|
|
2013
Q3 | $608K | Buy |
61,121
+729
| +1% | +$7.36K | 0.01% | 398 |
|
|
2013
Q2 | $572K | Buy |
+60,392
| New | +$564K | 0.01% | 397 |
|
Other funds holding VLY
JP Morgan Private Wealth Advisors's VLY Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors increased its Valley National Bancorp (VLY) stake by 22% in Q3 2023, buying an estimated $30.8K and bringing the position to 18,581 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #1652.
JP Morgan Private Wealth Advisors first reported a position in VLY in Q2 2013 and has held it in 41 quarters since. The position peaked at $608K in Q3 2013. 324 funds tracked by Wall St. Rank hold VLY as of Q3 2023.
- JP Morgan Private Wealth Advisors held 18,581 shares of Valley National Bancorp worth $159K as of Q3 2023.
- JP Morgan Private Wealth Advisors bought 3,399 Valley National Bancorp shares in Q3 2023, an estimated $30.8K.
- Valley National Bancorp made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1652 holding.
- JP Morgan Private Wealth Advisors first reported a position in Valley National Bancorp in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's Valley National Bancorp position peaked at $608K in Q3 2013.
- 324 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.