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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.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Summit Financial Wealth Advisors 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 Wealth Advisors

Quarter filed Position value Share count Share price at filing
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

First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GJUN)
Vanguard Index Fds Growth Etf (VUG)
First Tr Morningstar Divid L SHS (FDL)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Scp Etf (IJR)
Alps Etf Tr Alerian Mlp (AMLP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Valero Energy Corporation (VLO)
Garmin SHS (GRMN)
Genuine Parts Company (GPC)
Hancock Holding Company (HWC)
Eaton Corp SHS (ETN)
Raytheon Technologies Corp (RTX)

View all positions for Summit Financial Wealth Advisors

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.