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Summit Financial Group’s JPMorgan Chase JPM Stock Holding History

Summit Financial Group’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
2024
Q1 		$2.71M Buy
13,531
+150
+1% +$27.1K 0.96% 26
2023
Q4 		$2.28M Sell
13,381
-121
-0.9% -$18.3K 0.87% 28
2023
Q3 		$1.96M Sell
13,502
-670
-5% -$100K 0.82% 34
2023
Q2 		$2.06M Sell
14,172
-10
-0.1% -$1.38K 0.8% 34
2023
Q1 		$1.85M Sell
14,182
-105
-0.7% -$14.4K 0.7% 39
2022
Q4 		$1.92M Hold
14,287
– – 0.76% 36
2022
Q3 		$1.49M Sell
14,287
-508
-3% -$58.3K 0.62% 42
2022
Q2 		$1.67M Sell
14,795
-15
-0.1% -$1.86K 0.64% 43
2022
Q1 		$2.02M Buy
14,810
+540
+4% +$79.7K 0.68% 40
2021
Q4 		$2.26M Sell
14,270
-1,319
-8% -$217K 0.74% 39
2021
Q3 		$2.55M Buy
15,589
+3,267
+27% +$512K 0.92% 33
2021
Q2 		$1.92M Buy
12,322
+1,646
+15% +$259K 0.72% 38
2021
Q1 		$1.63M Buy
10,676
+595
+6% +$85.6K 0.67% 43
2020
Q4 		$1.28M Sell
10,081
-50
-0.5% -$5.59K 0.56% 53
2020
Q3 		$975K Hold
10,131
– – 0.48% 62
2020
Q2 		$953K Hold
10,131
– – 0.5% 58
2020
Q1 		$912K Sell
10,131
-20
-0.2% -$2.43K 0.54% 50
2019
Q4 		$1.42M Sell
10,151
-263
-3% -$33.7K 0.68% 41
2019
Q3 		$1.23M Buy
10,414
+345
+3% +$39K 0.62% 44
2019
Q2 		$1.13M Sell
10,069
-100
-1% -$11K 0.51% 53
2019
Q1 		$1.03M Hold
10,169
– – 0.8% 40
2018
Q4 		$993K Sell
10,169
-37
-0.4% -$3.94K 0.84% 40
2018
Q3 		$1.15M Sell
10,206
-335
-3% -$38K 0.86% 39
2018
Q2 		$1.1M Hold
10,541
– – 0.85% 36
2018
Q1 		$1.16M Buy
10,541
+1,920
+22% +$217K 0.91% 36
2017
Q4 		$922K Sell
8,621
-512
-6% -$51.8K 0.75% 45
2017
Q3 		$872K Sell
9,133
-140
-2% -$12.9K 0.73% 46
2017
Q2 		$848K Buy
+9,273
New +$800K 0.73% 49

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Summit Financial Group's JPM Position: Q1 2024 in Review

Summit Financial Group increased its JPMorgan Chase (JPM) stake by 1.1% in Q1 2024, buying an estimated $27.1K and bringing the position to 13,531 shares worth $2.71M. The position accounts for 0.96% of the portfolio, ranked #26.

Summit Financial Group first reported a position in JPM in Q2 2017 and has held it in 28 quarters since. 4,109 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

  • Summit Financial Group held 13,531 shares of JPMorgan Chase worth $2.71M as of Q1 2024.
  • Summit Financial Group bought 150 JPMorgan Chase shares in Q1 2024, an estimated $27.1K.
  • JPMorgan Chase made up 0.96% of Summit Financial Group's portfolio in Q1 2024, its #26 holding.
  • Summit Financial Group first reported a position in JPMorgan Chase in Q2 2017 and has held it in 28 quarters since.
  • 4,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.