JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Valmark Advisers, Inc.'s Holding History (CIK: 0001380443)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 41,132 Value ($000) $13,254 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 40,850 Value ($000) $12,885 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 40,640 Value ($000) $11,782 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 40,190 Value ($000) $9,859 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 40,561 Value ($000) $9,723 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 42,218 Value ($000) $8,902 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 33,836 Value ($000) $6,844 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 31,872 Value ($000) $6,384 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 30,114 Value ($000) $5,122 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 28,051 Value ($000) $4,068 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 26,792 Value ($000) $3,897 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 27,511 Value ($000) $3,585 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 26,245 Value ($000) $3,520 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 24,893 Value ($000) $2,601 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 24,998 Value ($000) $2,815 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 25,690 Value ($000) $3,502 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 24,190 Value ($000) $3,831 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 22,489 Value ($000) $3,681 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 22,441 Value ($000) $3,490 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 21,965 Value ($000) $3,344 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 19,219 Value ($000) $2,442 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 5,396 Value ($000) $520 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 4,936 Value ($000) $464 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 5,005 Value ($000) $451 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 5,137 Value ($000) $716 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 5,867 Value ($000) $690 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 4,441 Value ($000) $497 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 5,158 Value ($000) $522 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 5,195 Value ($000) $507 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 3,696 Value ($000) $417 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 3,721 Value ($000) $388 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 2,806 Value ($000) $309 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 2,980 Value ($000) $319 Avg Close $81.33 Range $76.25 - $87.14