A detailed history of Valley National Advisers Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Valley National Advisers Inc holds 27,032 shares of JPM stock, worth $5.47 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
27,032
Previous 27,984 3.4%
Holding current value
$5.47 Million
Previous $4.76 Million 13.76%
% of portfolio
0.82%
Previous 0.76%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

SELL
$167.09 - $200.3 $159,069 - $190,685
-952 Reduced 3.4%
27,032 $5.41 Million
Q4 2023

Jan 25, 2024

SELL
$135.69 - $170.3 $236,643 - $297,003
-1,744 Reduced 5.87%
27,984 $4.76 Million
Q3 2023

Nov 13, 2023

SELL
$143.21 - $158.0 $196,770 - $217,092
-1,374 Reduced 4.42%
29,728 $4.31 Million
Q2 2023

Jul 31, 2023

SELL
$127.47 - $145.44 $76,227 - $86,973
-598 Reduced 1.89%
31,102 $4.53 Million
Q1 2023

Apr 26, 2023

SELL
$124.91 - $143.8 $10,992 - $12,654
-88 Reduced 0.28%
31,700 $4.46 Million
Q4 2022

Jan 12, 2023

BUY
$101.96 - $137.84 $615,226 - $831,726
6,034 Added 23.43%
31,788 $4.44 Million
Q3 2022

Nov 08, 2022

BUY
$20.73 - $120.58 $63,827 - $371,265
3,079 Added 13.58%
25,754 $3.06 Million
Q2 2022

Jul 15, 2022

BUY
$112.61 - $135.91 $361,478 - $436,271
3,210 Added 16.49%
22,675 $2.6 Million
Q1 2022

May 06, 2022

BUY
$128.3 - $168.44 $71,976 - $94,494
561 Added 2.97%
19,465 $2.65 Million
Q4 2021

Feb 11, 2022

SELL
$153.94 - $171.78 $54,956 - $61,325
-357 Reduced 1.85%
18,904 $2.99 Million
Q3 2021

Nov 10, 2021

BUY
$146.97 - $166.98 $97,441 - $110,707
663 Added 3.56%
19,261 $3.15 Million
Q2 2021

Aug 02, 2021

SELL
$147.37 - $166.44 $25,347 - $28,627
-172 Reduced 0.92%
18,598 $2.89 Million
Q1 2021

May 07, 2021

SELL
$125.65 - $157.65 $13,570 - $17,026
-108 Reduced 0.57%
18,770 $2.86 Million
Q4 2020

Feb 11, 2021

SELL
$96.54 - $127.07 $23,266 - $30,623
-241 Reduced 1.26%
18,878 $2.4 Million
Q3 2020

Nov 13, 2020

SELL
$91.28 - $103.82 $54,037 - $61,461
-592 Reduced 3.0%
19,119 $1.84 Million
Q2 2020

Aug 10, 2020

SELL
$84.03 - $113.45 $387,042 - $522,550
-4,606 Reduced 18.94%
19,711 $1.85 Million
Q1 2020

May 13, 2020

SELL
$79.03 - $141.09 $83,376 - $148,849
-1,055 Reduced 4.16%
24,317 $2.19 Million
Q4 2019

Feb 13, 2020

BUY
$111.82 - $139.4 $47,858 - $59,663
428 Added 1.72%
25,372 $3.54 Million
Q3 2019

Nov 12, 2019

BUY
$104.8 - $120.23 $112,136 - $128,646
1,070 Added 4.48%
24,944 $2.94 Million
Q2 2019

Aug 08, 2019

SELL
$104.64 - $116.12 $3,034 - $3,367
-29 Reduced 0.12%
23,874 $2.67 Million
Q1 2019

Apr 26, 2019

BUY
$97.11 - $107.19 $1.76 Million - $1.95 Million
18,148 Added 315.34%
23,903 $2.42 Million
Q4 2018

Feb 25, 2019

BUY
$92.14 - $115.32 $50,769 - $63,541
551 Added 10.59%
5,755 $562,000
Q3 2018

Nov 08, 2018

BUY
$103.61 - $118.63 $22,068 - $25,268
213 Added 4.27%
5,204 $587,000
Q2 2018

Aug 14, 2018

BUY
$103.24 - $114.29 $9,291 - $10,286
90 Added 1.84%
4,991 $520,000
Q1 2018

Apr 19, 2018

BUY
$107.01 - $118.77 $1,177 - $1,306
11 Added 0.22%
4,901 $539,000
Q4 2017

Feb 13, 2018

SELL
$95.86 - $107.83 $13,132 - $14,772
-137 Reduced 2.73%
4,890 $523,000
Q3 2017

Nov 14, 2017

BUY
$88.42 - $95.51 $444,487 - $480,128
5,027
5,027 $480,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $593B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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