JPMorgan Chase & Co. shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Summit Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.6M | 9.2k | 170.10 |
| 2023-09-30 | $1.3M | 9.2k | 145.02 |
| 2023-06-30 | $1.4M | 9.7k | 145.44 |
| 2023-03-31 | $1.6M | 12k | 130.31 |
| 2022-12-31 | $1.9M | 14k | 134.11 |
| 2022-09-30 | $1.3M | 13k | 104.48 |
| 2022-06-30 | $1.4M | 13k | 112.60 |
| 2022-03-31 | $1.7M | 12k | 136.35 |
| 2021-12-31 | $1.2M | 7.5k | 158.35 |
| 2021-09-30 | $419k | 2.6k | 163.74 |
| 2021-06-30 | $358k | 2.3k | 155.58 |
| 2021-03-31 | $358k | 2.4k | 152.34 |
| 2020-12-31 | $299k | 2.4k | 127.23 |
| 2020-09-30 | $246k | 2.6k | 96.09 |
| 2020-06-30 | $345k | 3.7k | 94.16 |
| 2020-03-31 | $349k | 3.9k | 90.09 |
| 2019-12-31 | $602k | 4.3k | 139.51 |
| 2019-09-30 | $481k | 4.1k | 117.60 |
| 2019-06-30 | $1.9M | 17k | 111.78 |
| 2019-03-31 | $1.8M | 18k | 101.25 |
| 2018-12-31 | $1.8M | 18k | 97.61 |
More positions owned by Summit Wealth & Retirement Planning
View all positions for Summit Wealth & Retirement Planning