Valley National Advisers’s JPMorgan Chase JPM Stock Holding History

Valley National Advisers’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.37M	Sell	11,460 -58	-0.5%	-$17.6K	0.44%	43
2025 Q4	$3.71M	Buy	11,518 +822	+8%	+$254K	0.51%	33
2025 Q3	$3.37M	Sell	10,696 -1,127	-10%	-$335K	0.52%	37
2025 Q2	$3.43M	Sell	11,823 -187	-2%	-$47.7K	0.56%	37
2025 Q1	$2.94M	Sell	12,010 -351	-3%	-$89.5K	0.53%	41
2024 Q4	$2.96M	Sell	12,361 -495	-4%	-$115K	0.53%	42
2024 Q3	$2.71M	Sell	12,856 -12,309	-49%	-$2.59M	0.49%	45
2024 Q2	$5.09M	Sell	25,165 -1,867	-7%	-$365K	0.76%	30
2024 Q1	$5.41M	Sell	27,032 -952	-3%	-$172K	0.82%	26
2023 Q4	$4.76M	Sell	27,984 -1,744	-6%	-$264K	0.76%	29
2023 Q3	$4.31M	Sell	29,728 -1,374	-4%	-$206K	0.75%	29
2023 Q2	$4.53M	Sell	31,102 -598	-2%	-$82.2K	0.76%	30
2023 Q1	$4.46M	Sell	31,700 -88	-0.3%	-$12.1K	0.78%	31
2022 Q4	$4.44M	Buy	31,788 +6,034	+23%	+$765K	0.8%	31
2022 Q3	$3.06M	Buy	25,754 +3,079	+14%	+$353K	0.64%	39
2022 Q2	$2.6M	Buy	22,675 +3,210	+16%	+$398K	0.55%	46
2022 Q1	$2.65M	Buy	19,465 +561	+3%	+$82.8K	0.51%	48
2021 Q4	$2.99M	Sell	18,904 -357	-2%	-$58.6K	0.55%	38
2021 Q3	$3.15M	Buy	19,261 +663	+4%	+$104K	0.57%	32
2021 Q2	$2.89M	Sell	18,598 -172	-0.9%	-$27K	0.53%	35
2021 Q1	$2.86M	Sell	18,770 -108	-0.6%	-$15.5K	0.56%	29
2020 Q4	$2.4M	Sell	18,878 -241	-1%	-$26.9K	0.5%	36
2020 Q3	$1.84M	Sell	19,119 -592	-3%	-$58.1K	0.42%	39
2020 Q2	$1.85M	Sell	19,711 -4,606	-19%	-$437K	0.43%	41
2020 Q1	$2.19M	Sell	24,317 -1,055	-4%	-$128K	0.6%	32
2019 Q4	$3.54M	Buy	25,372 +428	+2%	+$54.9K	0.88%	24
2019 Q3	$2.94M	Buy	24,944 +1,070	+4%	+$121K	0.81%	30
2019 Q2	$2.67M	Sell	23,874 -29	-0.1%	-$3.2K	0.73%	36
2019 Q1	$2.42M	Buy	23,903 +18,148	+315%	+$1.87M	0.69%	37
2018 Q4	$562K	Buy	5,755 +551	+11%	+$58.7K	0.18%	100
2018 Q3	$587K	Buy	5,204 +213	+4%	+$24.2K	0.2%	102
2018 Q2	$520K	Buy	4,991 +90	+2%	+$9.87K	0.2%	105
2018 Q1	$539K	Buy	4,901 +11	+0.2%	+$1.25K	0.2%	98
2017 Q4	$523K	Sell	4,890 -137	-3%	-$13.9K	0.18%	97
2017 Q3	$480K	Buy	5,027 +138	+3%	+$12.7K	0.16%	97
2017 Q2	$447K	Sell	4,889 -306	-6%	-$26.4K	0.16%	96
2017 Q1	$456K	Buy	5,195 +809	+18%	+$71.4K	0.17%	94
2016 Q4	$378K	Buy	4,386 +1,261	+40%	+$96.2K	0.17%	109
2016 Q3	$208K	Sell	3,125 -109	-3%	-$7.11K	0.11%	129
2016 Q2	$201K	Buy	3,234 +110	+4%	+$6.87K	0.1%	133
2016 Q1	$185K	Buy	3,124 +47	+2%	+$2.75K	0.1%	135
2015 Q4	$203K	Buy	3,077 +134	+5%	+$8.72K	0.12%	123
2015 Q3	$179K	Sell	2,943 -286	-9%	-$18.7K	0.11%	131
2015 Q2	$219K	Buy	3,229 +8	+0.2%	+$522	0.12%	130
2015 Q1	$195K	Buy	3,221 +1,290	+67%	+$76.4K	0.11%	124
2014 Q4	$113K	Buy	+1,931	New	+$116K	0.09%	122

Other funds holding JPM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Valley National Advisers's JPM Position: Q1 2026 in Review

Valley National Advisers reduced its JPMorgan Chase (JPM) stake by 0.5% in Q1 2026, selling an estimated $17.6K and leaving 11,460 shares worth $3.37M. The position accounts for 0.44% of the portfolio, ranked #43.

Valley National Advisers first reported a position in JPM in Q4 2014 and has held it in 46 quarters since. The position peaked at $5.41M in Q1 2024. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Valley National Advisers held 11,460 shares of JPMorgan Chase worth $3.37M as of Q1 2026.
Valley National Advisers sold 58 JPMorgan Chase shares in Q1 2026, an estimated $17.6K.
JPMorgan Chase made up 0.44% of Valley National Advisers's portfolio in Q1 2026, its #43 holding.
Valley National Advisers first reported a position in JPMorgan Chase in Q4 2014 and has held it in 46 quarters since.
Valley National Advisers's JPMorgan Chase position peaked at $5.41M in Q1 2024.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.