JP Morgan Chase’s Summit Midstream SMC Stock Holding History

JP Morgan Chase’s Portfolio SMC Stock Details SMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$719K	Buy	23,149 +12,752	+123%	+$372K	﹤0.01%	4788
2025 Q4	$277K	Buy	10,397 +6,595	+173%	+$157K	﹤0.01%	5357
2025 Q3	$78.1K	Sell	3,802 -2,275	-37%	-$52.8K	﹤0.01%	6039
2025 Q2	$149K	Sell	6,077 -3,046	-33%	-$83.7K	﹤0.01%	5401
2025 Q1	$309K	Sell	9,123 -338	-4%	-$13.6K	﹤0.01%	5054
2024 Q4	$357K	Buy	+9,461	New	+$340K	﹤0.01%	5210
2024 Q3	–	Sell	-177,880	Closed	-$6.33M	–	7755
2024 Q2	$6.33M	Sell	177,880 -72,573	-29%	-$2.28M	﹤0.01%	2848
2024 Q1	$7.03M	Sell	250,453 -30,361	-11%	-$567K	﹤0.01%	2796
2023 Q4	$5.03M	Buy	280,814 +50,835	+22%	+$950K	﹤0.01%	3078
2023 Q3	$3.18M	Buy	229,979 +26,637	+13%	+$386K	﹤0.01%	3181
2023 Q2	$3.3M	Buy	203,342 +10,742	+6%	+$165K	﹤0.01%	3180
2023 Q1	$2.96M	Sell	192,600 -3,770	-2%	-$63.8K	﹤0.01%	3249
2022 Q4	$3.27M	Sell	196,370 -48,425	-20%	-$900K	﹤0.01%	3172
2022 Q3	$3.68M	Buy	244,795 +11,773	+5%	+$178K	﹤0.01%	2994
2022 Q2	$2.97M	Buy	233,022 +221	+0.1%	+$3.85K	﹤0.01%	3232
2022 Q1	$3.46M	Buy	232,801 +80,214	+53%	+$1.64M	﹤0.01%	3315
2021 Q4	$3.39M	Sell	152,587 -80,638	-35%	-$2.48M	﹤0.01%	3383
2021 Q3	$8.29M	Buy	233,225 +59,029	+34%	+$2.09M	﹤0.01%	2556
2021 Q2	$5.29M	Sell	174,196 -3,599	-2%	-$90.4K	﹤0.01%	2997
2021 Q1	$4.19M	Buy	+177,795	New	+$3.63M	﹤0.01%	3120
2020 Q3	–	Sell	-10,106	Closed	-$150K	–	5843
2020 Q2	$150K	Sell	10,106 -34,762	-77%	-$544K	﹤0.01%	4405
2020 Q1	$411K	Buy	44,868 +9,109	+25%	+$308K	﹤0.01%	3916
2019 Q4	$1.77M	Buy	35,759 +6,972	+24%	+$418K	﹤0.01%	3461
2019 Q3	$2.1M	Sell	28,787 -20,444	-42%	-$1.88M	﹤0.01%	3392
2019 Q2	$5.09M	Buy	49,231 +16,905	+52%	+$2.06M	﹤0.01%	2634
2019 Q1	$4.72M	Sell	32,326 -31,692	-50%	-$5.58M	﹤0.01%	2630
2018 Q4	$9.65M	Buy	64,018 +10,659	+20%	+$2.22M	﹤0.01%	2038
2018 Q3	$11.4M	Buy	53,359 +2,986	+6%	+$736K	﹤0.01%	2085
2018 Q2	$11.6M	Buy	50,373 +979	+2%	+$224K	﹤0.01%	2016
2018 Q1	$10.4M	Sell	49,394 -5,159	-9%	-$1.47M	﹤0.01%	1998
2017 Q4	$16.8M	Buy	54,553 +9,437	+21%	+$2.86M	﹤0.01%	1707
2017 Q3	$13.7M	Buy	45,116 +10,115	+29%	+$3.3M	﹤0.01%	1752
2017 Q2	$11.9M	Sell	35,001 -7,144	-17%	-$2.49M	﹤0.01%	1846
2017 Q1	$15.2M	Sell	42,145 -1,313	-3%	-$475K	﹤0.01%	1647
2016 Q4	$16.4M	Buy	43,458 +6,315	+17%	+$2.16M	﹤0.01%	1593
2016 Q3	$12.8M	Buy	37,143 +540	+1%	+$187K	﹤0.01%	1639
2016 Q2	$12.5M	Buy	36,603 +679	+2%	+$211K	﹤0.01%	1705
2016 Q1	$9.15M	Sell	35,924 -5,966	-14%	-$1.43M	﹤0.01%	1826
2015 Q4	$11.8M	Sell	41,890 -479	-1%	-$130K	﹤0.01%	1706
2015 Q3	$11.2M	Sell	42,369 -7,115	-14%	-$2.71M	﹤0.01%	1669
2015 Q2	$24.5M	Buy	49,484 +8,056	+19%	+$3.99M	0.01%	1280
2015 Q1	$20M	Buy	41,428 +35,008	+545%	+$18.6M	﹤0.01%	1432
2014 Q4	$3.66M	Sell	6,420 -293	-4%	-$192K	﹤0.01%	2609
2014 Q3	$5.12M	Sell	6,713 -1,028	-13%	-$789K	﹤0.01%	2360
2014 Q2	$5.9M	Sell	7,741 -84	-1%	-$57K	﹤0.01%	1997
2014 Q1	$5.03M	Buy	7,825 +6,923	+768%	+$4.07M	﹤0.01%	2084
2013 Q4	$496K	Sell	902 -148	-14%	-$74.7K	﹤0.01%	3490
2013 Q3	$535K	Buy	1,050 +335	+47%	+$169K	﹤0.01%	3603
2013 Q2	$366K	Buy	+715	New	+$321K	﹤0.01%	3738