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JPMorgan Chase & Co. shares owned by Summit Place Financial Advisors

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Summit Place Financial Advisors from 13F filings

Historical chart of Summit Place Financial Advisors investment in JPMorgan Chase & Co.

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $412k 1.3k 315.43
2021-09-30 $245k 1.5k 163.44
2020-03-31 $948k 11k 89.99