JPMorgan Chase & Co. shares owned by Summit Wealth Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Summit Wealth Group
from 13F filings
Historical chart of Summit Wealth Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Summit Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $868k | 2.8k | 315.39 |
| 2025-06-30 | $807k | 2.8k | 290.08 |
| 2025-03-31 | $646k | 2.6k | 245.35 |
| 2024-12-31 | $502k | 2.1k | 239.73 |
| 2024-09-30 | $467k | 2.2k | 210.93 |
| 2024-06-30 | $448k | 2.2k | 202.35 |
| 2024-03-31 | $439k | 2.2k | 200.46 |
| 2023-12-31 | $373k | 2.2k | 170.32 |
| 2023-09-30 | $343k | 2.4k | 145.09 |
| 2023-06-30 | $344k | 2.4k | 145.52 |
| 2023-03-31 | $2.0k | 308k | 0.01 |
| 2022-12-31 | $317k | 2.4k | 134.09 |
| 2022-09-30 | $240k | 2.3k | 104.48 |
| 2022-06-30 | $262k | 2.3k | 112.79 |
| 2022-03-31 | $326k | 2.4k | 136.29 |
| 2021-12-31 | $505k | 3.2k | 158.31 |
| 2021-09-30 | $584k | 3.6k | 163.81 |
| 2021-06-30 | $533k | 3.4k | 155.44 |
| 2021-03-31 | $518k | 3.4k | 152.17 |
| 2020-12-31 | $434k | 3.4k | 126.97 |
| 2020-09-30 | $329k | 3.4k | 96.26 |
| 2020-06-30 | $321k | 3.4k | 93.91 |
| 2020-03-31 | $285k | 3.2k | 89.96 |
| 2019-12-31 | $442k | 3.2k | 139.52 |