Valley National Advisers’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Sell |
11,823
-187
| -2% | -$54.2K | 0.56% | 37 |
|
|
2025
Q1 | $2.95M | Sell |
12,010
-351
| -3% | -$86.1K | 0.53% | 41 |
|
|
2024
Q4 | $2.96M | Sell |
12,361
-495
| -4% | -$119K | 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% | -$378K | 0.76% | 30 |
|
|
2024
Q1 | $5.41M | Sell |
27,032
-952
| -3% | -$191K | 0.82% | 26 |
|
|
2023
Q4 | $4.76M | Sell |
27,984
-1,744
| -6% | -$297K | 0.76% | 29 |
|
|
2023
Q3 | $4.31M | Sell |
29,728
-1,374
| -4% | -$199K | 0.75% | 29 |
|
|
2023
Q2 | $4.53M | Sell |
31,102
-598
| -2% | -$87K | 0.76% | 30 |
|
|
2023
Q1 | $4.46M | Sell |
31,700
-88
| -0.3% | -$12.4K | 0.78% | 31 |
|
|
2022
Q4 | $4.44M | Buy |
31,788
+6,034
| +23% | +$842K | 0.8% | 31 |
|
|
2022
Q3 | $3.06M | Buy |
25,754
+3,079
| +14% | +$366K | 0.64% | 39 |
|
|
2022
Q2 | $2.6M | Buy |
22,675
+3,210
| +16% | +$368K | 0.55% | 46 |
|
|
2022
Q1 | $2.65M | Buy |
19,465
+561
| +3% | +$76.5K | 0.51% | 48 |
|
|
2021
Q4 | $2.99M | Sell |
18,904
-357
| -2% | -$56.5K | 0.55% | 38 |
|
|
2021
Q3 | $3.15M | Buy |
19,261
+663
| +4% | +$109K | 0.57% | 32 |
|
|
2021
Q2 | $2.89M | Sell |
18,598
-172
| -0.9% | -$26.8K | 0.53% | 35 |
|
|
2021
Q1 | $2.86M | Sell |
18,770
-108
| -0.6% | -$16.4K | 0.56% | 29 |
|
|
2020
Q4 | $2.4M | Sell |
18,878
-241
| -1% | -$30.6K | 0.5% | 36 |
|
|
2020
Q3 | $1.84M | Sell |
19,119
-592
| -3% | -$57K | 0.42% | 39 |
|
|
2020
Q2 | $1.85M | Sell |
19,711
-4,606
| -19% | -$433K | 0.43% | 41 |
|
|
2020
Q1 | $2.19M | Sell |
24,317
-1,055
| -4% | -$95K | 0.6% | 32 |
|
|
2019
Q4 | $3.54M | Buy |
25,372
+428
| +2% | +$59.7K | 0.88% | 24 |
|
|
2019
Q3 | $2.94M | Buy |
24,944
+1,070
| +4% | +$126K | 0.81% | 30 |
|
|
2019
Q2 | $2.67M | Sell |
23,874
-29
| -0.1% | -$3.24K | 0.73% | 36 |
|
|
2019
Q1 | $2.42M | Buy |
23,903
+18,148
| +315% | +$1.84M | 0.69% | 37 |
|
|
2018
Q4 | $562K | Buy |
5,755
+551
| +11% | +$53.8K | 0.18% | 100 |
|
|
2018
Q3 | $587K | Buy |
5,204
+213
| +4% | +$24K | 0.2% | 102 |
|
|
2018
Q2 | $520K | Buy |
4,991
+90
| +2% | +$9.38K | 0.2% | 105 |
|
|
2018
Q1 | $539K | Buy |
4,901
+11
| +0.2% | +$1.21K | 0.2% | 98 |
|
|
2017
Q4 | $523K | Sell |
4,890
-137
| -3% | -$14.7K | 0.18% | 97 |
|
|
2017
Q3 | $480K | Buy |
5,027
+138
| +3% | +$13.2K | 0.16% | 97 |
|
|
2017
Q2 | $447K | Sell |
4,889
-306
| -6% | -$28K | 0.16% | 96 |
|
|
2017
Q1 | $456K | Buy |
5,195
+809
| +18% | +$71K | 0.17% | 94 |
|
|
2016
Q4 | $378K | Buy |
4,386
+1,261
| +40% | +$109K | 0.17% | 109 |
|
|
2016
Q3 | $208K | Sell |
3,125
-109
| -3% | -$7.26K | 0.11% | 129 |
|
|
2016
Q2 | $201K | Buy |
3,234
+110
| +4% | +$6.84K | 0.1% | 133 |
|
|
2016
Q1 | $185K | Buy |
3,124
+47
| +2% | +$2.78K | 0.1% | 135 |
|
|
2015
Q4 | $203K | Buy |
3,077
+134
| +5% | +$8.84K | 0.12% | 123 |
|
|
2015
Q3 | $179K | Sell |
2,943
-286
| -9% | -$17.4K | 0.11% | 131 |
|
|
2015
Q2 | $219K | Buy |
3,229
+8
| +0.2% | +$543 | 0.12% | 130 |
|
|
2015
Q1 | $195K | Buy |
3,221
+1,290
| +67% | +$78.1K | 0.11% | 124 |
|
|
2014
Q4 | $113K | Buy |
+1,931
| New | +$113K | 0.09% | 122 |
|