SAM
Summit Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.36M | Buy |
11,595
+1,137
| +11% | +$330K | 0.55% | 31 |
|
|
2025
Q1 | $2.57M | Buy |
10,458
+1,300
| +14% | +$319K | 0.44% | 34 |
|
|
2024
Q4 | $2.2M | Buy |
9,158
+200
| +2% | +$47.9K | 0.39% | 37 |
|
|
2024
Q3 | $1.89M | Buy |
8,958
+1,200
| +15% | +$253K | 0.35% | 37 |
|
|
2024
Q2 | $1.57M | Buy |
7,758
+1,750
| +29% | +$354K | 0.32% | 40 |
|
|
2024
Q1 | $1.2M | Sell |
6,008
-3
| -0% | -$601 | 0.26% | 46 |
|
|
2023
Q4 | $1.02M | Sell |
6,011
-145
| -2% | -$24.7K | 0.24% | 47 |
|
|
2023
Q3 | $893K | Buy |
6,156
+300
| +5% | +$43.5K | 0.24% | 49 |
|
|
2023
Q2 | $852K | Sell |
5,856
-229
| -4% | -$33.3K | 0.22% | 53 |
|
|
2023
Q1 | $793K | Buy |
6,085
+500
| +9% | +$65.2K | 0.22% | 56 |
|
|
2022
Q4 | $749K | Buy |
5,585
+230
| +4% | +$30.8K | 0.22% | 58 |
|
|
2022
Q3 | $560K | Buy |
5,355
+115
| +2% | +$12K | 0.18% | 71 |
|
|
2022
Q2 | $590K | Buy |
5,240
+100
| +2% | +$11.3K | 0.18% | 71 |
|
|
2022
Q1 | $701K | Buy |
5,140
+145
| +3% | +$19.8K | 0.2% | 70 |
|
|
2021
Q4 | $791K | Buy |
4,995
+605
| +14% | +$95.8K | 0.22% | 64 |
|
|
2021
Q3 | $719K | Buy |
4,390
+86
| +2% | +$14.1K | 0.23% | 65 |
|
|
2021
Q2 | $669K | Buy |
4,304
+100
| +2% | +$15.5K | 0.21% | 69 |
|
|
2021
Q1 | $640K | Buy |
4,204
+711
| +20% | +$108K | 0.22% | 66 |
|
|
2020
Q4 | $444K | Buy |
3,493
+126
| +4% | +$16K | 0.16% | 78 |
|
|
2020
Q3 | $324K | Buy |
3,367
+158
| +5% | +$15.2K | 0.13% | 90 |
|
|
2020
Q2 | $302K | Buy |
3,209
+315
| +11% | +$29.6K | 0.14% | 87 |
|
|
2020
Q1 | $261K | Buy |
2,894
+586
| +25% | +$52.8K | 0.14% | 91 |
|
|
2019
Q4 | $322K | Sell |
2,308
-20
| -0.9% | -$2.79K | 0.14% | 86 |
|
|
2019
Q3 | $274K | Hold |
2,328
| – | – | 0.13% | 86 |
|
|
2019
Q2 | $260K | Buy |
2,328
+77
| +3% | +$8.6K | 0.12% | 90 |
|
|
2019
Q1 | $228K | Hold |
2,251
| – | – | 0.11% | 99 |
|
|
2018
Q4 | $220K | Sell |
2,251
-25
| -1% | -$2.44K | 0.12% | 93 |
|
|
2018
Q3 | $257K | Hold |
2,276
| – | – | 0.12% | 92 |
|
|
2018
Q2 | $237K | Sell |
2,276
-24
| -1% | -$2.5K | 0.11% | 96 |
|
|
2018
Q1 | $253K | Hold |
2,300
| – | – | 0.12% | 92 |
|
|
2017
Q4 | $246K | Buy |
2,300
+25
| +1% | +$2.67K | 0.12% | 96 |
|
|
2017
Q3 | $217K | Hold |
2,275
| – | – | 0.11% | 100 |
|
|
2017
Q2 | $208K | Buy |
+2,275
| New | +$208K | 0.11% | 99 |
|
|
2014
Q1 | – | Sell |
-3,450
| Closed | -$202K | – | 86 |
|
|
2013
Q4 | $202K | Buy |
+3,450
| New | +$202K | 0.16% | 83 |
|