JPMorgan Chase & Co’s Summit Financial Group, Inc. SMMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19,060
| Closed | -$518K | – | 6657 |
|
|
2024
Q1 | $518K | Buy |
19,060
+8,093
| +74% | +$220K | ﹤0.01% | 3939 |
|
|
2023
Q4 | $337K | Buy |
10,967
+3,378
| +45% | +$104K | ﹤0.01% | 4119 |
|
|
2023
Q3 | $171K | Sell |
7,589
-1,344
| -15% | -$30.3K | ﹤0.01% | 4317 |
|
|
2023
Q2 | $185K | Buy |
8,933
+167
| +2% | +$3.45K | ﹤0.01% | 4315 |
|
|
2023
Q1 | $182K | Buy |
8,766
+203
| +2% | +$4.22K | ﹤0.01% | 4376 |
|
|
2022
Q4 | $213K | Buy |
8,563
+2,280
| +36% | +$56.7K | ﹤0.01% | 4178 |
|
|
2022
Q3 | $169K | Buy |
6,283
+332
| +6% | +$8.93K | ﹤0.01% | 4239 |
|
|
2022
Q2 | $165K | Sell |
5,951
-2,843
| -32% | -$78.8K | ﹤0.01% | 4405 |
|
|
2022
Q1 | $225K | Sell |
8,794
-10,032
| -53% | -$257K | ﹤0.01% | 4385 |
|
|
2021
Q4 | $517K | Buy |
18,826
+2,530
| +16% | +$69.5K | ﹤0.01% | 4036 |
|
|
2021
Q3 | $400K | Sell |
16,296
-8,818
| -35% | -$216K | ﹤0.01% | 4077 |
|
|
2021
Q2 | $553K | Sell |
25,114
-13,855
| -36% | -$305K | ﹤0.01% | 3935 |
|
|
2021
Q1 | $1.03M | Buy |
38,969
+4,740
| +14% | +$126K | ﹤0.01% | 3630 |
|
|
2020
Q4 | $755K | Buy |
34,229
+22,941
| +203% | +$506K | ﹤0.01% | 3524 |
|
|
2020
Q3 | $169K | Buy |
11,288
+732
| +7% | +$11K | ﹤0.01% | 3811 |
|
|
2020
Q2 | $174K | Sell |
10,556
-7,893
| -43% | -$130K | ﹤0.01% | 3724 |
|
|
2020
Q1 | $391K | Buy |
18,449
+2,366
| +15% | +$50.1K | ﹤0.01% | 3404 |
|
|
2019
Q4 | $436K | Buy |
16,083
+9,509
| +145% | +$258K | ﹤0.01% | 3486 |
|
|
2019
Q3 | $169K | Buy |
6,574
+2,444
| +59% | +$62.8K | ﹤0.01% | 3812 |
|
|
2019
Q2 | $110K | Sell |
4,130
-1,245
| -23% | -$33.2K | ﹤0.01% | 3985 |
|
|
2019
Q1 | $142K | Buy |
5,375
+766
| +17% | +$20.2K | ﹤0.01% | 3884 |
|
|
2018
Q4 | $89K | Buy |
4,609
+2,072
| +82% | +$40K | ﹤0.01% | 4083 |
|
|
2018
Q3 | $59K | Buy |
2,537
+313
| +14% | +$7.28K | ﹤0.01% | 4303 |
|
|
2018
Q2 | $60K | Buy |
2,224
+35
| +2% | +$944 | ﹤0.01% | 4246 |
|
|
2018
Q1 | $55K | Sell |
2,189
-157
| -7% | -$3.95K | ﹤0.01% | 4121 |
|
|
2017
Q4 | $62K | Buy |
+2,346
| New | +$62K | ﹤0.01% | 4065 |
|
|
2017
Q3 | – | Sell |
-5,820
| Closed | -$128K | – | 4461 |
|
|
2017
Q2 | $128K | Sell |
5,820
-3,985
| -41% | -$87.6K | ﹤0.01% | 3506 |
|
|
2017
Q1 | $211K | Sell |
9,805
-12,047
| -55% | -$259K | ﹤0.01% | 3469 |
|
|
2016
Q4 | $602K | Buy |
21,852
+15,045
| +221% | +$414K | ﹤0.01% | 3189 |
|
|
2016
Q3 | $130K | Buy |
6,807
+5,981
| +724% | +$114K | ﹤0.01% | 3371 |
|
|
2016
Q2 | $14K | Buy |
+826
| New | +$14K | ﹤0.01% | 3777 |
|
|
2016
Q1 | – | Sell |
-73,896
| Closed | -$879K | – | 4314 |
|
|
2015
Q4 | $879K | Hold |
73,896
| – | – | ﹤0.01% | 2718 |
|
|
2015
Q3 | $869K | Hold |
73,896
| – | – | ﹤0.01% | 2738 |
|
|
2015
Q2 | $828K | Hold |
73,896
| – | – | ﹤0.01% | 2901 |
|
|
2015
Q1 | $883K | Hold |
73,896
| – | – | ﹤0.01% | 2878 |
|
|
2014
Q4 | $868K | Hold |
73,896
| – | – | ﹤0.01% | 2844 |
|
|
2014
Q3 | $757K | Hold |
73,896
| – | – | ﹤0.01% | 2871 |
|
|
2014
Q2 | $786K | Hold |
73,896
| – | – | ﹤0.01% | 2879 |
|
|
2014
Q1 | $757K | Hold |
73,896
| – | – | ﹤0.01% | 2906 |
|
|
2013
Q4 | $732K | Hold |
73,896
| – | – | ﹤0.01% | 3032 |
|
|
2013
Q3 | $639K | Hold |
73,896
| – | – | ﹤0.01% | 3211 |
|
|
2013
Q2 | $610K | Buy |
+73,896
| New | +$610K | ﹤0.01% | 3133 |
|