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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

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Quarterly 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