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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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All positions including JPMorgan Chase & Co. held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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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
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

Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Packaging Corporation of America (PKG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Global Real Est (DFGR)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Summit Financial Strategies

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.