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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All positions including JPMorgan Chase & Co. held by Summit Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |