JPMorgan Chase & Co. shares owned by Summit Wealth Group Llc / Co
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Summit Wealth Group Llc / Co
from 13F filings
Historical chart of Summit Wealth Group Llc / Co investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Summit Wealth Group Llc / Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 12k | 145.02 |
| 2025-06-30 | $819k | 2.8k | 289.91 |
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