Valmark Advisers’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
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|
2025
Q1 | $9.86M | Sell |
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|
2024
Q4 | $9.72M | Sell |
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|
2024
Q3 | $8.9M | Buy |
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|
2024
Q2 | $6.84M | Buy |
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|
2024
Q1 | $6.38M | Buy |
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|
2023
Q4 | $5.12M | Buy |
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|
2023
Q3 | $4.07M | Buy |
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|
2023
Q2 | $3.9M | Sell |
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|
2023
Q1 | $3.59M | Buy |
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|
2022
Q4 | $3.52M | Buy |
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|
2022
Q3 | $2.6M | Sell |
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|
2022
Q2 | $2.81M | Sell |
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|
2022
Q1 | $3.5M | Buy |
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|
2021
Q4 | $3.83M | Buy |
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|
2021
Q3 | $3.68M | Buy |
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|
2021
Q2 | $3.49M | Buy |
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|
2021
Q1 | $3.34M | Buy |
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|
2020
Q4 | $2.44M | Buy |
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|
2020
Q3 | $520K | Buy |
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|
2020
Q2 | $464K | Sell |
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|
2020
Q1 | $451K | Sell |
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|
2019
Q4 | $716K | Sell |
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|
2019
Q3 | $690K | Buy |
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|
2019
Q2 | $497K | Sell |
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|
2019
Q1 | $522K | Sell |
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|
2018
Q4 | $507K | Buy |
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|
2018
Q3 | $417K | Sell |
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|
2018
Q2 | $388K | Buy |
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|
2018
Q1 | $309K | Sell |
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|
2017
Q4 | $319K | Buy |
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