VA
Valmark Advisers’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
40,640
+450
| +1% | +$130K | 0.16% | 74 |
|
|
2025
Q1 | $9.86M | Sell |
40,190
-371
| -0.9% | -$91K | 0.15% | 75 |
|
|
2024
Q4 | $9.72M | Sell |
40,561
-1,657
| -4% | -$397K | 0.15% | 71 |
|
|
2024
Q3 | $8.9M | Buy |
42,218
+8,382
| +25% | +$1.77M | 0.14% | 71 |
|
|
2024
Q2 | $6.84M | Buy |
33,836
+1,964
| +6% | +$397K | 0.12% | 77 |
|
|
2024
Q1 | $6.38M | Buy |
31,872
+1,758
| +6% | +$352K | 0.11% | 79 |
|
|
2023
Q4 | $5.12M | Buy |
30,114
+2,063
| +7% | +$351K | 0.1% | 86 |
|
|
2023
Q3 | $4.07M | Buy |
28,051
+1,259
| +5% | +$183K | 0.08% | 89 |
|
|
2023
Q2 | $3.9M | Sell |
26,792
-719
| -3% | -$105K | 0.08% | 94 |
|
|
2023
Q1 | $3.59M | Buy |
27,511
+1,266
| +5% | +$165K | 0.08% | 90 |
|
|
2022
Q4 | $3.52M | Buy |
26,245
+1,352
| +5% | +$181K | 0.08% | 88 |
|
|
2022
Q3 | $2.6M | Sell |
24,893
-105
| -0.4% | -$11K | 0.05% | 104 |
|
|
2022
Q2 | $2.82M | Sell |
24,998
-692
| -3% | -$77.9K | 0.05% | 94 |
|
|
2022
Q1 | $3.5M | Buy |
25,690
+1,500
| +6% | +$204K | 0.06% | 88 |
|
|
2021
Q4 | $3.83M | Buy |
24,190
+1,701
| +8% | +$269K | 0.07% | 80 |
|
|
2021
Q3 | $3.68M | Buy |
22,489
+48
| +0.2% | +$7.86K | 0.07% | 77 |
|
|
2021
Q2 | $3.49M | Buy |
22,441
+476
| +2% | +$74K | 0.06% | 82 |
|
|
2021
Q1 | $3.34M | Buy |
21,965
+2,746
| +14% | +$418K | 0.06% | 74 |
|
|
2020
Q4 | $2.44M | Buy |
19,219
+13,823
| +256% | +$1.76M | 0.05% | 91 |
|
|
2020
Q3 | $520K | Buy |
5,396
+460
| +9% | +$44.3K | 0.01% | 180 |
|
|
2020
Q2 | $464K | Sell |
4,936
-69
| -1% | -$6.49K | 0.01% | 173 |
|
|
2020
Q1 | $451K | Sell |
5,005
-132
| -3% | -$11.9K | 0.01% | 151 |
|
|
2019
Q4 | $716K | Sell |
5,137
-730
| -12% | -$102K | 0.02% | 120 |
|
|
2019
Q3 | $690K | Buy |
5,867
+1,426
| +32% | +$168K | 0.02% | 128 |
|
|
2019
Q2 | $497K | Sell |
4,441
-717
| -14% | -$80.2K | 0.01% | 142 |
|
|
2019
Q1 | $522K | Sell |
5,158
-37
| -0.7% | -$3.74K | 0.01% | 136 |
|
|
2018
Q4 | $507K | Buy |
5,195
+1,499
| +41% | +$146K | 0.01% | 126 |
|
|
2018
Q3 | $417K | Sell |
3,696
-25
| -0.7% | -$2.82K | 0.01% | 136 |
|
|
2018
Q2 | $388K | Buy |
3,721
+915
| +33% | +$95.4K | 0.01% | 134 |
|
|
2018
Q1 | $309K | Sell |
2,806
-174
| -6% | -$19.2K | 0.01% | 146 |
|
|
2017
Q4 | $319K | Buy |
+2,980
| New | +$319K | 0.01% | 144 |
|