JPMorgan Chase & Co. shares owned by ValMark Advisers
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 41k | 315.43 |
| 2025-06-30 | $12M | 41k | 289.91 |
| 2025-03-31 | $9.9M | 40k | 245.30 |
| 2024-12-31 | $9.7M | 41k | 239.71 |
| 2024-09-30 | $8.9M | 42k | 210.86 |
| 2024-06-30 | $6.8M | 34k | 202.26 |
| 2024-03-31 | $6.4M | 32k | 200.30 |
| 2023-12-31 | $5.1M | 30k | 170.10 |
| 2023-09-30 | $4.1M | 28k | 145.02 |
| 2023-06-30 | $3.9M | 27k | 145.44 |
| 2023-03-31 | $3.6M | 28k | 130.31 |
| 2022-12-31 | $3.5M | 26k | 134.10 |
| 2022-09-30 | $2.6M | 25k | 104.49 |
| 2022-06-30 | $2.8M | 25k | 112.61 |
| 2022-03-31 | $3.5M | 26k | 136.32 |
| 2021-12-31 | $3.8M | 24k | 158.37 |
| 2021-09-30 | $3.7M | 23k | 163.68 |
| 2021-06-30 | $3.5M | 22k | 155.52 |
| 2021-03-31 | $3.3M | 22k | 152.24 |
| 2020-12-31 | $2.4M | 19k | 127.06 |
| 2020-09-30 | $520k | 5.4k | 96.37 |
| 2020-06-30 | $464k | 4.9k | 94.00 |
| 2020-03-31 | $451k | 5.0k | 90.11 |
| 2019-12-31 | $716k | 5.1k | 139.38 |
| 2019-09-30 | $690k | 5.9k | 117.61 |
| 2019-06-30 | $497k | 4.4k | 111.91 |
| 2019-03-31 | $522k | 5.2k | 101.20 |
| 2018-12-31 | $507k | 5.2k | 97.59 |
| 2018-09-30 | $417k | 3.7k | 112.82 |
| 2018-06-30 | $388k | 3.7k | 104.27 |
| 2018-03-31 | $309k | 2.8k | 110.12 |
| 2017-12-31 | $319k | 3.0k | 107.05 |