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Summa Corp’s JPMorgan Chase JPM Stock Holding History

Summa Corp’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.18M Sell
3,600
-200
-5% -$62.1K 0.37% 30
2026
Q1 		$1.12M Hold
3,800
– – 0.46% 30
2025
Q4 		$1.22M Buy
3,800
+200
+6% +$61.9K 0.53% 19
2025
Q3 		$1.14M Hold
3,600
– – 0.5% 20
2025
Q2 		$1.04M Sell
3,600
-400
-10% -$102K 0.54% 19
2025
Q1 		$981K Sell
4,000
-133
-3% -$33.9K 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% -$12.7K 0.41% 19
2024
Q1 		$841K Sell
4,197
-704
-14% -$127K 0.46% 18
2023
Q4 		$834K Buy
+4,901
New +$743K 0.58% 22

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Summa Corp's JPM Position: Q2 2026 in Review

Summa Corp reduced its JPMorgan Chase (JPM) stake by 5.3% in Q2 2026, selling an estimated $62.1K and leaving 3,600 shares worth $1.18M. The position accounts for 0.37% of the portfolio, ranked #30.

Summa Corp first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.22M in Q4 2025. 3,385 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Summa Corp held 3,600 shares of JPMorgan Chase worth $1.18M as of Q2 2026.
  • Summa Corp sold 200 JPMorgan Chase shares in Q2 2026, an estimated $62.1K.
  • JPMorgan Chase made up 0.37% of Summa Corp's portfolio in Q2 2026, its #30 holding.
  • Summa Corp first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Summa Corp's JPMorgan Chase position peaked at $1.22M in Q4 2025.
  • 3,385 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Summa Corp's 13F filing for Q2 2026, filed 6 Aug 2026.