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 $10.5 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
42,218
Previous 33,836 24.77%
Holding current value
$10.5 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 $733B
  • 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
Track This Portfolio

Track Valmark Advisers, Inc. Portfolio

Follow Valmark Advisers, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.