Valmark Advisers, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1380443 AKRON, OH

Position in JPM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$11,933,469

+$1,156,035 QoQ

Shares Held

36,457

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#1,316

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Valmark Advisers, Inc. holds $18,117,658 across 6 Banks - Diversified names. JPM ranks #1 (65.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	36,457	$11,933,469
2	TD	Toronto Dominion Bank	16,012	$1,944,337
3	BNY	Bank of New York Mellon Corp	12,668	$1,831,919
4	BAC	Bank Of America Corp /De/	21,213	$1,208,716
5	WFC	Wells Fargo & Company/Mn	9,356	$773,179
6	C	Citigroup Inc	3,044	$426,038

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,933,469	36,457	-0.5%	Shares	Sole	2026-08-06
2026-03-31	$10,777,434	36,638	-10.9%	Shares	Sole	2026-05-01
2025-12-31	$13,253,553	41,132	+0.7%	Shares	Sole	2026-01-26
2025-09-30	$12,885,315	40,850	+0.5%	Shares	Sole	2025-10-24
2025-06-30	$11,781,942	40,640	+1.1%	Shares	Sole	2025-07-23
2025-03-31	$9,858,607	40,190	-0.9%	Shares	Sole	2025-04-23
2024-12-31	$9,722,877	40,561	-3.9%	Shares	Sole	2025-01-30
2024-09-30	$8,902,087	42,218	+24.8%	Shares	Sole	2024-10-25
2024-06-30	$6,843,669	33,836	+6.2%	Shares	Sole	2024-08-01
2024-03-31	$6,383,961	31,872	+5.8%	Shares	Sole	2024-05-06
2023-12-31	$5,122,391	30,114	+7.4%	Shares	Sole	2024-02-02
2023-09-30	$4,067,956	28,051	+4.7%	Shares	Sole	2023-11-08
2023-06-30	$3,896,628	26,792	-2.6%	Shares	Sole	2023-08-03
2023-03-31	$3,584,958	27,511	+4.8%	Shares	Sole	2023-05-02
2022-12-31	$3,519,454	26,245	+5.4%	Shares	Sole	2023-02-07
2022-09-30	$2,601,318	24,893	-0.4%	Shares	Sole	2022-11-03
2022-06-30	$2,815,024	24,998	-2.7%	Shares	Sole	2022-08-01
2022-03-31	$3,502,060	25,690	+6.2%	Shares	Sole	2022-05-10
2021-12-31	$3,830,486	24,190	+7.6%	Shares	Sole	2022-02-02
2021-09-30	$3,681,224	22,489	+0.2%	Shares	Sole	2021-11-09
2021-06-30	$3,490,473	22,441	+2.2%	Shares	Sole	2021-08-06
2021-03-31	$3,343,731	21,965	+14.3%	Shares	Sole	2021-05-04
2020-12-31	$2,442,158	19,219	+256.2%	Shares	Sole	2021-02-03
2020-09-30	$519,472	5,396	+9.3%	Shares	Sole	2020-11-09
2020-06-30	$464,280	4,936	-1.4%	Shares	Sole	2020-07-31
2020-03-31	$450,600	5,005	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.