JPMorgan Chase & Co. shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 10k | 315.44 |
| 2025-06-30 | $3.0M | 11k | 289.92 |
| 2025-03-31 | $2.5M | 10k | 245.31 |
| 2024-12-31 | $2.5M | 11k | 239.72 |
| 2024-09-30 | $2.3M | 11k | 210.87 |
| 2024-06-30 | $2.2M | 11k | 202.27 |
| 2024-03-31 | $2.2M | 11k | 200.30 |
| 2023-09-30 | $1.6M | 11k | 145.02 |
| 2023-06-30 | $1.6M | 11k | 145.44 |
| 2023-03-31 | $1.4M | 11k | 130.31 |
| 2022-12-31 | $1.4M | 11k | 134.10 |
| 2022-09-30 | $1.7M | 16k | 104.49 |
| 2022-06-30 | $715k | 6.3k | 112.65 |
| 2022-03-31 | $865k | 6.3k | 136.28 |
| 2021-12-31 | $1.1M | 6.8k | 158.33 |
| 2021-09-30 | $1.1M | 7.0k | 163.66 |
| 2021-06-30 | $1.2M | 7.7k | 155.48 |
| 2021-03-31 | $871k | 5.7k | 152.30 |
| 2020-12-31 | $736k | 5.8k | 126.98 |
| 2020-09-30 | $551k | 5.7k | 96.35 |
| 2020-06-30 | $548k | 5.8k | 94.01 |
| 2020-03-31 | $513k | 5.7k | 90.00 |
| 2019-12-31 | $664k | 4.8k | 139.35 |
| 2019-09-30 | $369k | 3.1k | 117.82 |
| 2019-06-30 | $350k | 3.1k | 111.79 |
| 2019-03-31 | $338k | 3.3k | 101.14 |
| 2018-12-31 | $326k | 3.3k | 97.58 |
| 2018-09-30 | $380k | 3.4k | 112.73 |
| 2018-06-30 | $348k | 3.3k | 104.16 |
| 2018-03-31 | $371k | 3.4k | 109.89 |
| 2017-12-31 | $370k | 3.5k | 106.94 |
| 2017-09-30 | $333k | 3.5k | 95.42 |
| 2017-06-30 | $402k | 4.4k | 91.41 |
| 2017-03-31 | $344k | 3.9k | 87.78 |
| 2016-12-31 | $340k | 3.9k | 86.36 |
| 2016-09-30 | $242k | 3.6k | 66.70 |
| 2016-06-30 | $213k | 3.4k | 62.28 |
| 2016-03-31 | $203k | 3.4k | 59.36 |
| 2015-12-31 | $249k | 3.8k | 65.93 |
| 2015-09-30 | $271k | 4.5k | 60.89 |
| 2015-06-30 | $614k | 9.1k | 67.73 |
| 2015-03-31 | $226k | 3.7k | 60.48 |
| 2014-12-31 | $283k | 4.5k | 62.62 |
More positions owned by Summit Financial Strategies
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