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Valley National Bancorp’s JPMorgan Chase JPM Stock Holding History

Valley National Bancorp’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
2014
Q4 		$681K Sell
10,877
-200
-2% -$12K 0.83% 34
2014
Q3 		$668K Hold
11,077
– – 0.77% 36
2014
Q2 		$638K Buy
11,077
+275
+3% +$15.5K 0.75% 39
2014
Q1 		$655K Sell
10,802
-4,950
-31% -$286K 0.86% 34
2013
Q4 		$921K Buy
+15,752
New +$863K 0.9% 39

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Valley National Bancorp's JPM Position: Q4 2014 in Review

Valley National Bancorp reduced its JPMorgan Chase (JPM) stake by 1.8% in Q4 2014, selling an estimated $12K and leaving 10,877 shares worth $681K. The position accounts for 0.83% of the portfolio, ranked #34.

Valley National Bancorp first reported a position in JPM in Q4 2013 and has held it in 5 quarters since. The position peaked at $921K in Q4 2013. 1,815 funds tracked by Wall St. Rank hold JPM as of Q4 2014.

  • Valley National Bancorp held 10,877 shares of JPMorgan Chase worth $681K as of Q4 2014.
  • Valley National Bancorp sold 200 JPMorgan Chase shares in Q4 2014, an estimated $12K.
  • JPMorgan Chase made up 0.83% of Valley National Bancorp's portfolio in Q4 2014, its #34 holding.
  • Valley National Bancorp first reported a position in JPMorgan Chase in Q4 2013 and has held it in 5 quarters since.
  • Valley National Bancorp's JPMorgan Chase position peaked at $921K in Q4 2013.
  • 1,815 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2014.

Based on Valley National Bancorp's 13F filing for Q4 2014, filed 9 Feb 2015.