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Valmark Advisers, Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valmark Advisers, Inc. on JPM, newest first. How the timeline and the estimate are built.

Valmark Advisers, Inc. held 36,457 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,457 shares
    Change vs previous 13F -181 shares

    0.13% of the 13F portfolio, value $11,933,352.

    13F-HR 0001380443-26-000004 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 36,638 shares
    Change vs previous 13F -4,494 shares

    0.13% of the 13F portfolio, value $10,777,562.

    13F-HR 0001380443-26-000003 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 41,132 shares
    Change vs previous 13F +282 shares

    0.16% of the 13F portfolio, value $13,253,632.

    13F-HR 0001380443-26-000002 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 40,850 shares
    Change vs previous 13F +210 shares

    0.17% of the 13F portfolio, value $12,885,200.

    13F-HR 0001380443-25-000005 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 40,640 shares
    Change vs previous 13F +450 shares

    0.16% of the 13F portfolio, value $11,782,036.

    13F-HR 0001085146-25-004098 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 40,190 shares
    Change vs previous 13F -371 shares

    0.15% of the 13F portfolio, value $9,858,585.

    13F-HR 0001085146-25-002236 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 40,561 shares
    Change vs previous 13F -1,657 shares

    0.15% of the 13F portfolio, value $9,722,815.

    13F-HR 0001085146-25-000650 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 42,218 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $8,902,078.

    13F-HR 0001085146-24-005160 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).