JPMorgan Chase & Co. shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.9M | 9.6k | 202.25 |
| 2024-03-31 | $1.9M | 9.5k | 200.30 |
| 2023-12-31 | $1.6M | 9.5k | 170.10 |
| 2023-09-30 | $1.3M | 9.2k | 144.01 |
| 2023-06-30 | $1.2M | 8.5k | 145.43 |
| 2023-03-31 | $1.2M | 8.9k | 130.31 |
| 2022-12-31 | $1.2M | 8.8k | 134.10 |
| 2022-09-30 | $1.1M | 8.5k | 124.59 |
| 2022-06-30 | $923k | 8.0k | 115.27 |
| 2022-03-31 | $1.0M | 7.5k | 136.28 |
| 2021-12-31 | $1.4M | 8.1k | 167.87 |
| 2021-09-30 | $1.3M | 8.1k | 163.72 |
| 2021-06-30 | $1.2M | 7.6k | 155.49 |
| 2021-03-31 | $1.1M | 8.4k | 127.13 |
| 2020-12-31 | $1.0M | 11k | 96.25 |
| 2020-09-30 | $926k | 9.2k | 100.27 |
| 2020-06-30 | $1.2M | 12k | 93.27 |
| 2020-03-31 | $1.2M | 14k | 89.44 |
| 2019-12-31 | $1.8M | 14k | 132.00 |
| 2019-09-30 | $1.9M | 17k | 116.14 |
| 2019-06-30 | $1.8M | 17k | 111.78 |
| 2019-03-31 | $1.6M | 16k | 105.37 |
| 2018-12-31 | $1.5M | 16k | 97.62 |
| 2018-09-30 | $1.8M | 17k | 106.28 |
| 2018-06-30 | $3.9M | 36k | 109.96 |
| 2018-03-31 | $4.1M | 37k | 109.96 |
| 2017-12-31 | $3.4M | 31k | 106.95 |
| 2017-09-30 | $3.0M | 31k | 95.50 |
| 2017-06-30 | $3.1M | 34k | 91.41 |
| 2017-03-31 | $2.7M | 31k | 87.83 |
| 2016-12-31 | $2.9M | 34k | 86.29 |
| 2016-09-30 | $2.1M | 32k | 66.58 |
| 2016-06-30 | $1.1M | 18k | 62.15 |
| 2016-03-31 | $1.0M | 17k | 59.22 |
| 2015-12-31 | $1.1M | 16k | 66.05 |
| 2015-09-30 | $223k | 3.7k | 60.71 |
| 2015-06-30 | $291k | 4.3k | 67.71 |
| 2015-03-31 | $241k | 3.7k | 65.61 |
| 2014-12-31 | $216k | 3.5k | 62.45 |
More positions owned by Summit Financial Wealth Advisors
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