JPMorgan Chase & Co. shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $38M | 120k | 315.43 |
| 2025-06-30 | $33M | 113k | 289.91 |
| 2025-03-31 | $24M | 99k | 245.30 |
| 2024-12-31 | $22M | 90k | 239.71 |
| 2024-09-30 | $17M | 79k | 210.86 |
| 2024-06-30 | $15M | 73k | 202.26 |
| 2024-03-31 | $8.7M | 43k | 200.30 |
| 2023-12-31 | $5.4M | 32k | 170.10 |
| 2023-09-30 | $5.7M | 39k | 145.02 |
| 2023-06-30 | $5.8M | 40k | 145.44 |
| 2023-03-31 | $3.9M | 30k | 130.31 |
| 2022-12-31 | $3.3M | 25k | 134.10 |
| 2022-09-30 | $2.5M | 24k | 104.49 |
| 2022-06-30 | $2.8M | 25k | 112.61 |
| 2022-03-31 | $2.8M | 20k | 136.30 |
| 2021-12-31 | $2.8M | 17k | 158.35 |
| 2021-09-30 | $2.4M | 15k | 163.70 |
| 2021-06-30 | $2.1M | 14k | 155.51 |
| 2021-03-31 | $2.1M | 14k | 152.21 |
| 2020-12-31 | $1.7M | 13k | 127.06 |
| 2020-06-30 | $1.2M | 13k | 94.05 |
| 2020-03-31 | $1.1M | 13k | 90.07 |
| 2019-12-31 | $1.8M | 13k | 139.38 |
| 2019-09-30 | $1.3M | 11k | 117.74 |
| 2019-06-30 | $1.1M | 9.5k | 111.84 |
| 2019-03-31 | $1.2M | 12k | 101.20 |
| 2018-12-31 | $3.4M | 35k | 97.62 |
| 2018-09-30 | $11M | 93k | 112.84 |
| 2018-06-30 | $4.5M | 43k | 104.19 |
| 2018-03-31 | $6.9M | 6.9M | 1.00 |
| 2017-12-31 | $7.7M | 68k | 114.32 |