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VLY · JPM in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

VLYJPM
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • VLY
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterVLYJPM
Q3 20202 holders, $15m35 holders, $33.0bn
Q4 20202 holders, $22m32 holders, $45.6bn
Q1 20213 holders, $82m32 holders, $49.9bn
Q2 20212 holders, $81m31 holders, $48.4bn
Q3 20214 holders, $87m31 holders, $48.9bn
Q4 20211 holders, $63m34 holders, $46.1bn
Q1 20221 holders, $72m35 holders, $37.9bn
Q2 20225 holders, $86m37 holders, $30.9bn
Q3 20226 holders, $204m41 holders, $26.8bn
Q4 20225 holders, $235m33 holders, $80.3bn
Q1 20233 holders, $49m34 holders, $33.4bn
Q2 20232 holders, $2.9m34 holders, $38.7bn
Q3 20231 holders, $17m32 holders, $39.4bn
Q4 20231 holders, $4.3m30 holders, $45.0bn
Q1 20245 holders, $41m37 holders, $52.6bn
Q2 20245 holders, $96m36 holders, $52.8bn
Q3 20245 holders, $96m29 holders, $50.1bn
Q4 20248 holders, $356m30 holders, $55.8bn
Q1 20256 holders, $316m35 holders, $51.3bn
Q2 20259 holders, $363m38 holders, $59.8bn
Q3 202511 holders, $420m36 holders, $63.3bn
Q4 202512 holders, $527m36 holders, $57.9bn
Q1 20269 holders, $546m39 holders, $51.7bn
Q2 20267 holders, $519m43 holders, $54.6bn
VLY

Valley Natl Bancorp

Holders
12
Reported value
$527m
Buyers
19
Sellers
15

Breadth +4 among 92 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP
JPM

JPMorgan Chase & Co

Holders
36
Reported value
$57.9bn
Buyers
18
Sellers
25

Breadth -7 among 92 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q4 2025

Among the 43 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only VLY (7)

Bridgewater Associates LP, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Freestone Grove Partners LP, Marshall Wace LLP, Point72 Asset Management LP, Voloridge Investment Management LLC

Only JPM (31)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Soros Fund Management LLC, and 6 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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