Valley National Advisers’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.37M | Sell |
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|
2025
Q2 | $3.43M | Sell |
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|
2025
Q1 | $2.94M | Sell |
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|
2024
Q4 | $2.96M | Sell |
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|
2024
Q3 | $2.71M | Sell |
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|
2024
Q2 | $5.09M | Sell |
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|
2024
Q1 | $5.41M | Sell |
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|
2023
Q4 | $4.76M | Sell |
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|
2023
Q3 | $4.31M | Sell |
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|
2023
Q2 | $4.53M | Sell |
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|
2023
Q1 | $4.46M | Sell |
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|
2022
Q4 | $4.44M | Buy |
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|
2022
Q3 | $3.06M | Buy |
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|
2022
Q2 | $2.6M | Buy |
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|
2022
Q1 | $2.65M | Buy |
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|
2021
Q4 | $2.99M | Sell |
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|
2021
Q3 | $3.15M | Buy |
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|
2021
Q2 | $2.89M | Sell |
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|
2021
Q1 | $2.86M | Sell |
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|
2020
Q4 | $2.4M | Sell |
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|
2020
Q3 | $1.84M | Sell |
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|
2020
Q2 | $1.85M | Sell |
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|
2020
Q1 | $2.19M | Sell |
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|
2019
Q4 | $3.54M | Buy |
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|
2019
Q3 | $2.94M | Buy |
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|
2019
Q2 | $2.67M | Sell |
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|
2019
Q1 | $2.42M | Buy |
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|
2018
Q4 | $562K | Buy |
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|
2018
Q3 | $587K | Buy |
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|
2018
Q2 | $520K | Buy |
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|
2018
Q1 | $539K | Buy |
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|
2017
Q4 | $523K | Sell |
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|
2017
Q3 | $480K | Buy |
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|
2017
Q2 | $447K | Sell |
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|
2017
Q1 | $456K | Buy |
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|
2016
Q4 | $378K | Buy |
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|
2016
Q3 | $208K | Sell |
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|
2016
Q2 | $201K | Buy |
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|
2016
Q1 | $185K | Buy |
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|
2015
Q4 | $203K | Buy |
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|
2015
Q3 | $179K | Sell |
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|
2015
Q2 | $219K | Buy |
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|
2015
Q1 | $195K | Buy |
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|
2014
Q4 | $113K | Buy |
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