JP Morgan Chase
SMMF

JP Morgan Chase’s Summit Financial Group, Inc. SMMF Stock Holding History

JP Morgan Chase’s Portfolio SMMF Stock Details SMMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-19,060
Closed -$518K – 7870
2024
Q1 		$518K Buy
19,060
+8,093
+74% +$222K ﹤0.01% 4774
2023
Q4 		$337K Buy
10,967
+3,378
+45% +$81.6K ﹤0.01% 5033
2023
Q3 		$171K Sell
7,589
-1,344
-15% -$31K ﹤0.01% 5162
2023
Q2 		$185K Buy
8,933
+167
+2% +$3.29K ﹤0.01% 5118
2023
Q1 		$182K Buy
8,766
+203
+2% +$4.95K ﹤0.01% 5121
2022
Q4 		$213K Buy
8,563
+2,280
+36% +$62.8K ﹤0.01% 5002
2022
Q3 		$169K Buy
6,283
+332
+6% +$9.49K ﹤0.01% 5031
2022
Q2 		$165K Sell
5,951
-2,843
-32% -$75.5K ﹤0.01% 5167
2022
Q1 		$225K Sell
8,794
-10,032
-53% -$269K ﹤0.01% 5128
2021
Q4 		$517K Buy
18,826
+2,530
+16% +$66.9K ﹤0.01% 4799
2021
Q3 		$400K Sell
16,296
-8,818
-35% -$206K ﹤0.01% 4854
2021
Q2 		$553K Sell
25,114
-13,855
-36% -$340K ﹤0.01% 4629
2021
Q1 		$1.03M Buy
38,969
+4,740
+14% +$112K ﹤0.01% 4198
2020
Q4 		$755K Buy
34,229
+22,941
+203% +$452K ﹤0.01% 4127
2020
Q3 		$169K Buy
11,288
+732
+7% +$11.4K ﹤0.01% 4442
2020
Q2 		$174K Sell
10,556
-7,893
-43% -$130K ﹤0.01% 4323
2020
Q1 		$391K Buy
18,449
+2,366
+15% +$54.9K ﹤0.01% 3944
2019
Q4 		$436K Buy
16,083
+9,509
+145% +$251K ﹤0.01% 4303
2019
Q3 		$169K Buy
6,574
+2,444
+59% +$63.1K ﹤0.01% 4701
2019
Q2 		$110K Sell
4,130
-1,245
-23% -$32.1K ﹤0.01% 4895
2019
Q1 		$142K Buy
5,375
+766
+17% +$18.1K ﹤0.01% 4757
2018
Q4 		$89K Buy
4,609
+2,072
+82% +$43.5K ﹤0.01% 4891
2018
Q3 		$59K Buy
2,537
+313
+14% +$7.94K ﹤0.01% 5144
2018
Q2 		$60K Buy
2,224
+35
+2% +$915 ﹤0.01% 5012
2018
Q1 		$55K Sell
2,189
-157
-7% -$3.97K ﹤0.01% 4786
2017
Q4 		$62K Buy
+2,346
New +$62.8K ﹤0.01% 4827
2017
Q3 		– Sell
-5,820
Closed -$128K – 5241
2017
Q2 		$128K Sell
5,820
-3,985
-41% -$87.3K ﹤0.01% 4105
2017
Q1 		$211K Sell
9,805
-12,047
-55% -$290K ﹤0.01% 4053
2016
Q4 		$602K Buy
21,852
+15,045
+221% +$353K ﹤0.01% 3670
2016
Q3 		$130K Buy
6,807
+5,981
+724% +$116K ﹤0.01% 3805
2016
Q2 		$14K Buy
+826
New +$14.6K ﹤0.01% 4290
2016
Q1 		– Sell
-73,896
Closed -$879K – 5005
2015
Q4 		$879K Hold
73,896
– – ﹤0.01% 3170
2015
Q3 		$869K Hold
73,896
– – ﹤0.01% 3184
2015
Q2 		$828K Hold
73,896
– – ﹤0.01% 3370
2015
Q1 		$883K Hold
73,896
– – ﹤0.01% 3279
2014
Q4 		$868K Hold
73,896
– – ﹤0.01% 3424
2014
Q3 		$757K Hold
73,896
– – ﹤0.01% 3491
2014
Q2 		$786K Hold
73,896
– – ﹤0.01% 2953
2014
Q1 		$757K Hold
73,896
– – ﹤0.01% 2973
2013
Q4 		$732K Hold
73,896
– – ﹤0.01% 3297
2013
Q3 		$639K Hold
73,896
– – ﹤0.01% 3512
2013
Q2 		$610K Buy
+73,896
New +$580K ﹤0.01% 3509

Other funds holding SMMF

PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

JP Morgan Chase's SMMF Position: Q2 2024 in Review

JP Morgan Chase sold out of Summit Financial Group, Inc. (SMMF) in Q2 2024, closing a stake of 19,060 shares — an estimated $518K sold.

JP Morgan Chase first reported a position in SMMF in Q2 2013 and held it in 42 quarters. The position peaked at $1.03M in Q1 2021. 1 fund tracked by Wall St. Rank holds SMMF as of Q2 2024.

  • JP Morgan Chase reported no remaining Summit Financial Group, Inc. position as of Q2 2024 after selling out during the quarter.
  • JP Morgan Chase sold 19,060 Summit Financial Group, Inc. shares in Q2 2024, an estimated $518K.
  • JP Morgan Chase first reported a position in Summit Financial Group, Inc. in Q2 2013 and held it in 42 quarters.
  • JP Morgan Chase's Summit Financial Group, Inc. position peaked at $1.03M in Q1 2021.
  • 1 fund tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2024.

Based on JP Morgan Chase's 13F filing for Q2 2024, filed 12 Aug 2024.