Summerhill Capital Management’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 | $8.91M | Sell |
30,741
-162
| -0.5% | -$47K | 10% | 2 |
|
|
2025
Q1 | $7.58M | Sell |
30,903
-9,175
| -23% | -$2.25M | 10.16% | 2 |
|
|
2024
Q4 | $9.61M | Buy |
40,078
+854
| +2% | +$205K | 7.17% | 6 |
|
|
2024
Q3 | $8.27M | Buy |
39,224
+289
| +0.7% | +$60.9K | 5.68% | 8 |
|
|
2024
Q2 | $7.87M | Sell |
38,935
-1,102
| -3% | -$223K | 5.58% | 8 |
|
|
2024
Q1 | $8.02M | Buy |
+40,037
| New | +$8.02M | 5.1% | 7 |
|