A detailed history of Valmark Advisers, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Valmark Advisers, Inc. holds 42,218 shares of JPM stock, worth $9.35 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
42,218
Previous 33,836 24.77%
Holding current value
$9.35 Million
Previous $6.84 Million 30.03%
% of portfolio
0.14%
Previous 0.12%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$194.9 - $224.8 $1.63 Million - $1.88 Million
8,382 Added 24.77%
42,218 $8.9 Million
Q2 2024

Jul 31, 2024

BUY
$180.08 - $204.79 $353,677 - $402,207
1,964 Added 6.16%
33,836 $6.84 Million
Q1 2024

May 03, 2024

BUY
$167.09 - $200.3 $293,744 - $352,127
1,758 Added 5.84%
31,872 $6.38 Million
Q4 2023

Feb 02, 2024

BUY
$135.69 - $170.3 $279,928 - $351,328
2,063 Added 7.35%
30,114 $5.12 Million
Q3 2023

Nov 07, 2023

BUY
$143.21 - $158.0 $180,301 - $198,922
1,259 Added 4.7%
28,051 $4.07 Million
Q2 2023

Aug 02, 2023

SELL
$127.47 - $145.44 $91,650 - $104,571
-719 Reduced 2.61%
26,792 $3.9 Million
Q1 2023

May 01, 2023

BUY
$124.91 - $143.8 $158,136 - $182,050
1,266 Added 4.82%
27,511 $3.58 Million
Q4 2022

Feb 06, 2023

BUY
$101.96 - $137.84 $137,849 - $186,359
1,352 Added 5.43%
26,245 $3.52 Million
Q3 2022

Nov 02, 2022

SELL
$20.73 - $120.58 $2,176 - $12,660
-105 Reduced 0.42%
24,893 $2.6 Million
Q2 2022

Aug 01, 2022

SELL
$112.61 - $135.91 $77,926 - $94,049
-692 Reduced 2.69%
24,998 $2.82 Million
Q1 2022

May 10, 2022

BUY
$128.3 - $168.44 $192,450 - $252,660
1,500 Added 6.2%
25,690 $3.5 Million
Q4 2021

Feb 02, 2022

BUY
$153.94 - $171.78 $261,851 - $292,197
1,701 Added 7.56%
24,190 $3.83 Million
Q3 2021

Nov 09, 2021

BUY
$146.97 - $166.98 $7,054 - $8,015
48 Added 0.21%
22,489 $3.68 Million
Q2 2021

Aug 06, 2021

BUY
$147.37 - $166.44 $70,148 - $79,225
476 Added 2.17%
22,441 $3.49 Million
Q1 2021

May 04, 2021

BUY
$125.65 - $157.65 $345,034 - $432,906
2,746 Added 14.29%
21,965 $3.34 Million
Q4 2020

Feb 03, 2021

BUY
$96.54 - $127.07 $1.33 Million - $1.76 Million
13,823 Added 256.17%
19,219 $2.44 Million
Q3 2020

Nov 09, 2020

BUY
$91.28 - $103.82 $41,988 - $47,757
460 Added 9.32%
5,396 $520,000
Q2 2020

Jul 31, 2020

SELL
$84.03 - $113.45 $5,798 - $7,828
-69 Reduced 1.38%
4,936 $464,000
Q1 2020

May 01, 2020

SELL
$79.03 - $141.09 $10,431 - $18,623
-132 Reduced 2.57%
5,005 $451,000
Q4 2019

Jan 31, 2020

SELL
$111.82 - $139.4 $81,628 - $101,762
-730 Reduced 12.44%
5,137 $716,000
Q3 2019

Nov 06, 2019

BUY
$104.8 - $120.23 $149,444 - $171,447
1,426 Added 32.11%
5,867 $690,000
Q2 2019

Aug 07, 2019

SELL
$104.64 - $116.12 $75,026 - $83,258
-717 Reduced 13.9%
4,441 $497,000
Q1 2019

May 10, 2019

SELL
$97.11 - $107.19 $3,593 - $3,966
-37 Reduced 0.71%
5,158 $522,000
Q4 2018

Feb 07, 2019

BUY
$92.14 - $115.32 $138,117 - $172,864
1,499 Added 40.56%
5,195 $507,000
Q3 2018

Nov 02, 2018

SELL
$103.61 - $118.63 $2,590 - $2,965
-25 Reduced 0.67%
3,696 $417,000
Q2 2018

Aug 07, 2018

BUY
$103.24 - $114.29 $94,464 - $104,575
915 Added 32.61%
3,721 $388,000
Q1 2018

May 07, 2018

SELL
$107.01 - $118.77 $18,619 - $20,665
-174 Reduced 5.84%
2,806 $309,000
Q4 2017

Feb 09, 2018

BUY
$95.86 - $107.83 $285,662 - $321,333
2,980
2,980 $319,000

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 $650B
  • 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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