JPMorgan Chase & Co. shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.4M | 30k | 315.43 |
| 2025-06-30 | $8.5M | 29k | 289.91 |
| 2025-03-31 | $7.3M | 30k | 245.30 |
| 2024-12-31 | $7.3M | 30k | 239.71 |
| 2024-09-30 | $6.7M | 32k | 210.86 |
| 2024-06-30 | $6.8M | 34k | 202.26 |
| 2024-03-31 | $6.9M | 35k | 200.30 |
| 2023-12-31 | $6.1M | 36k | 170.10 |
| 2023-09-30 | $5.4M | 37k | 145.02 |
| 2023-06-30 | $5.6M | 39k | 145.44 |
| 2023-03-31 | $5.2M | 40k | 130.31 |
| 2022-12-31 | $5.5M | 40k | 137.27 |
| 2022-09-30 | $4.2M | 40k | 104.49 |
| 2022-06-30 | $4.6M | 41k | 112.61 |
| 2022-03-31 | $5.8M | 43k | 136.33 |
| 2021-12-31 | $7.0M | 44k | 158.34 |
| 2021-09-30 | $9.6M | 59k | 163.66 |
| 2021-06-30 | $9.4M | 61k | 155.49 |
| 2021-03-31 | $13M | 82k | 152.22 |
| 2020-12-31 | $11M | 85k | 127.08 |
| 2020-09-30 | $8.5M | 89k | 96.20 |
| 2020-06-30 | $8.6M | 91k | 94.05 |
| 2020-03-31 | $8.4M | 94k | 90.04 |
| 2019-12-31 | $13M | 96k | 139.40 |
| 2019-09-30 | $12M | 102k | 117.69 |
| 2019-06-30 | $12M | 104k | 111.79 |
| 2019-03-31 | $11M | 106k | 101.22 |
| 2018-12-31 | $11M | 109k | 97.62 |
| 2018-09-30 | $12M | 110k | 112.84 |
| 2018-06-30 | $13M | 128k | 104.19 |
| 2018-03-31 | $15M | 135k | 109.94 |
| 2017-12-31 | $14M | 152k | 92.46 |
| 2017-09-30 | $16M | 168k | 95.49 |
| 2017-06-30 | $15M | 169k | 91.40 |
| 2017-03-31 | $15M | 168k | 87.79 |
| 2016-12-31 | $15M | 179k | 86.29 |
| 2016-09-30 | $9.4M | 141k | 66.52 |
| 2016-06-30 | $7.6M | 122k | 62.13 |
| 2016-03-31 | $7.1M | 119k | 59.22 |
| 2015-12-31 | $7.9M | 119k | 66.02 |
| 2015-09-30 | $7.3M | 119k | 60.97 |
| 2015-06-30 | $8.0M | 118k | 67.76 |
| 2015-03-31 | $7.1M | 118k | 60.57 |
| 2014-12-31 | $5.5M | 88k | 62.58 |
| 2014-09-30 | $4.2M | 70k | 60.24 |
| 2014-06-30 | $4.3M | 74k | 57.62 |
| 2014-03-31 | $4.6M | 75k | 60.72 |
| 2013-12-31 | $4.6M | 79k | 58.48 |
| 2013-09-30 | $4.1M | 80k | 51.69 |
| 2013-06-30 | $1.9M | 36k | 52.79 |
More positions owned by Summit Investment Advisors
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