Summa Corp’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
3,600
-400
| -10% | -$116K | 0.54% | 19 |
|
|
2025
Q1 | $981K | Sell |
4,000
-133
| -3% | -$32.6K | 0.57% | 17 |
|
|
2024
Q4 | $991K | Hold |
4,133
| – | – | 0.49% | 17 |
|
|
2024
Q3 | $871K | Buy |
4,133
+1
| +0% | +$211 | 0.42% | 19 |
|
|
2024
Q2 | $836K | Sell |
4,132
-65
| -2% | -$13.1K | 0.41% | 19 |
|
|
2024
Q1 | $841K | Sell |
4,197
-704
| -14% | -$141K | 0.46% | 18 |
|
|
2023
Q4 | $834K | Buy |
+4,901
| New | +$834K | 0.58% | 22 |
|