VALMARK ADVISERS, INC. – JPMorgan Chase & Co. Transaction History
VALMARK ADVISERS, INC. portfolio value:
$2.60M
portfolio value
VALMARK ADVISERS, INC. quarter portfolio value change:
-7.20%
quarter
JPMorgan Chase & Co. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.42% | -105 shares | -214K | $104.5 | 24.89K |
| Q2 2022 | share | Decrease | -2.69% | -692 shares | -687K | $112.61 | 24.99K |
| Q1 2022 | share | Increase | +6.20% | 1.5K shares | -329K | $136.32 | 25.69K |
| Q4 2021 | share | Increase | +7.56% | 1.70K shares | 150K | $158.48 | 24.19K |
| Q3 2021 | share | Increase | +0.21% | 48 shares | 191K | $162.73 | 22.48K |
| Q2 2021 | share | Increase | +2.17% | 476 shares | 146K | $153.74 | 22.44K |
| Q1 2021 | share | Increase | +14.29% | 2.74K shares | 902K | $149.59 | 21.96K |
| Q4 2020 | share | Increase | +256.17% | 13.82K shares | 1.92M | $123.98 | 19.21K |
| Q3 2020 | share | Increase | +9.32% | 460 shares | 56K | $93.08 | 5.39K |
| Q2 2020 | share | Decrease | -1.38% | -69 shares | 13K | $90.07 | 4.93K |
| Q1 2020 | share | Decrease | -2.57% | -132 shares | -265K | $85.3 | 5.00K |
| Q4 2019 | share | Decrease | -12.44% | -730 shares | 26K | $131.22 | 5.13K |
| Q3 2019 | share | Increase | +32.11% | 1.42K shares | 193K | $109.9 | 5.86K |
| Q2 2019 | share | Decrease | -13.90% | -717 shares | -25K | $103.67 | 4.44K |
| Q1 2019 | share | Decrease | -0.71% | -37 shares | 15K | $93.16 | 5.15K |
| Q4 2018 | share | Increase | +40.56% | 1.49K shares | 90K | $89.1 | 5.19K |
| Q3 2018 | share | Decrease | -0.67% | -25 shares | 29K | $102.28 | 3.69K |
| Q2 2018 | share | Increase | +32.61% | 915 shares | 79K | $93.95 | 3.72K |
| Q1 2018 | share | Decrease | -5.84% | -174 shares | -10K | $98.65 | 2.80K |
| Q4 2017 | share | Increase | 0.00% | 2.98K shares | 319K | $95.45 | 2.98K |