JPMorgan Chase & Co. shares owned by Summit Asset Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Summit Asset Management
from 13F filings
Historical chart of Summit Asset Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Summit Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 12k | 315.43 |
| 2025-06-30 | $3.4M | 12k | 289.91 |
| 2025-03-31 | $2.6M | 11k | 245.30 |
| 2024-12-31 | $2.2M | 9.2k | 239.71 |
| 2024-09-30 | $1.9M | 9.0k | 210.86 |
| 2024-06-30 | $1.6M | 7.8k | 202.26 |
| 2024-03-31 | $1.2M | 6.0k | 200.30 |
| 2023-12-31 | $1.0M | 6.0k | 170.10 |
| 2023-09-30 | $893k | 6.2k | 145.02 |
| 2023-06-30 | $852k | 5.9k | 145.44 |
| 2023-03-31 | $793k | 6.1k | 130.31 |
| 2022-12-31 | $749k | 5.6k | 134.10 |
| 2022-09-30 | $560k | 5.4k | 104.58 |
| 2022-06-30 | $590k | 5.2k | 112.60 |
| 2022-03-31 | $701k | 5.1k | 136.38 |
| 2021-12-31 | $791k | 5.0k | 158.36 |
| 2021-09-30 | $719k | 4.4k | 163.78 |
| 2021-06-30 | $669k | 4.3k | 155.44 |
| 2021-03-31 | $640k | 4.2k | 152.24 |
| 2020-12-31 | $444k | 3.5k | 127.11 |
| 2020-09-30 | $324k | 3.4k | 96.23 |
| 2020-06-30 | $302k | 3.2k | 94.11 |
| 2020-03-31 | $261k | 2.9k | 90.19 |
| 2019-12-31 | $322k | 2.3k | 139.51 |
| 2019-09-30 | $274k | 2.3k | 117.70 |
| 2019-06-30 | $260k | 2.3k | 111.68 |
| 2019-03-31 | $228k | 2.3k | 101.29 |
| 2018-12-31 | $220k | 2.3k | 97.73 |
| 2018-09-30 | $257k | 2.3k | 112.92 |
| 2018-06-30 | $237k | 2.3k | 104.13 |
| 2018-03-31 | $253k | 2.3k | 110.00 |
| 2017-12-31 | $246k | 2.3k | 106.96 |
| 2017-09-30 | $217k | 2.3k | 95.38 |
| 2017-06-30 | $208k | 2.3k | 91.43 |
| 2013-12-31 | $202k | 3.5k | 58.55 |