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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.

Tip: Access up to 7 years of quarterly data

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
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)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Packaging Corporation of America (PKG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Wal-Mart Stores (WMT)

View all positions for Summit Financial Strategies

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.