JPMorgan Chase & Co. shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 4.3k | 315.44 |
| 2025-06-30 | $1.3M | 4.3k | 289.92 |
| 2025-03-31 | $1.1M | 4.7k | 245.30 |
| 2024-12-31 | $1.1M | 4.6k | 239.71 |
| 2024-09-30 | $1.2M | 5.6k | 210.85 |
| 2024-06-30 | $1.1M | 5.3k | 202.25 |
| 2024-03-31 | $1.1M | 5.3k | 200.32 |
| 2023-12-31 | $906k | 5.3k | 170.11 |
| 2023-09-30 | $1.0M | 7.2k | 145.01 |
| 2023-06-30 | $1.0M | 6.9k | 145.45 |
| 2023-03-31 | $904k | 6.9k | 130.31 |
| 2022-12-31 | $657k | 4.9k | 134.10 |
| 2022-09-30 | $511k | 4.9k | 104.50 |
| 2022-06-30 | $551k | 4.9k | 112.61 |
| 2022-03-31 | $245k | 1.8k | 136.32 |
| 2021-12-31 | $284k | 1.8k | 158.35 |
| 2021-09-30 | $277k | 1.7k | 163.69 |
| 2021-06-30 | $260k | 1.7k | 155.54 |
| 2021-03-31 | $255k | 1.7k | 152.23 |
| 2020-12-31 | $211k | 1.7k | 127.07 |
| 2019-12-31 | $253k | 1.8k | 139.40 |