JPMorgan Chase & Co. shares owned by Summit Financial
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $18M | 87k | 210.86 |
| 2024-06-30 | $15M | 74k | 202.26 |
| 2024-03-31 | $7.8M | 39k | 200.30 |
| 2023-12-31 | $7.5M | 44k | 170.10 |
| 2023-09-30 | $6.3M | 43k | 145.02 |
| 2023-06-30 | $5.1M | 35k | 145.44 |
| 2023-03-31 | $3.7M | 28k | 130.31 |
| 2022-12-31 | $3.7M | 28k | 134.10 |
| 2022-09-30 | $3.5M | 34k | 104.50 |
| 2022-06-30 | $3.5M | 31k | 112.61 |
| 2022-03-31 | $4.3M | 31k | 136.32 |
| 2021-12-31 | $4.0M | 25k | 158.35 |
| 2021-09-30 | $3.2M | 20k | 163.69 |
| 2021-06-30 | $1.9M | 12k | 155.54 |
| 2021-03-31 | $813k | 5.3k | 152.23 |
| 2020-12-31 | $679k | 5.3k | 127.07 |
| 2020-09-30 | $514k | 5.3k | 96.27 |
| 2020-06-30 | $503k | 5.3k | 94.06 |
| 2020-03-31 | $504k | 5.6k | 90.03 |
| 2019-12-31 | $780k | 5.6k | 139.40 |
| 2019-06-30 | $628k | 5.6k | 111.80 |
| 2019-03-31 | $568k | 5.6k | 101.23 |
| 2018-12-31 | $548k | 5.6k | 97.62 |