Summit Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.71M | Buy |
13,531
+150
| +1% | +$30K | 0.96% | 26 |
|
|
2023
Q4 | $2.28M | Sell |
13,381
-121
| -0.9% | -$20.6K | 0.87% | 28 |
|
|
2023
Q3 | $1.96M | Sell |
13,502
-670
| -5% | -$97.2K | 0.82% | 34 |
|
|
2023
Q2 | $2.06M | Sell |
14,172
-10
| -0.1% | -$1.45K | 0.8% | 34 |
|
|
2023
Q1 | $1.85M | Sell |
14,182
-105
| -0.7% | -$13.7K | 0.7% | 39 |
|
|
2022
Q4 | $1.92M | Hold |
14,287
| – | – | 0.76% | 36 |
|
|
2022
Q3 | $1.49M | Sell |
14,287
-508
| -3% | -$53.1K | 0.62% | 42 |
|
|
2022
Q2 | $1.67M | Sell |
14,795
-15
| -0.1% | -$1.69K | 0.64% | 43 |
|
|
2022
Q1 | $2.02M | Buy |
14,810
+540
| +4% | +$73.6K | 0.68% | 40 |
|
|
2021
Q4 | $2.26M | Sell |
14,270
-1,319
| -8% | -$209K | 0.74% | 39 |
|
|
2021
Q3 | $2.55M | Buy |
15,589
+3,267
| +27% | +$535K | 0.92% | 33 |
|
|
2021
Q2 | $1.92M | Buy |
12,322
+1,646
| +15% | +$256K | 0.72% | 38 |
|
|
2021
Q1 | $1.63M | Buy |
10,676
+595
| +6% | +$90.6K | 0.67% | 43 |
|
|
2020
Q4 | $1.28M | Sell |
10,081
-50
| -0.5% | -$6.35K | 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% | -$1.8K | 0.54% | 50 |
|
|
2019
Q4 | $1.42M | Sell |
10,151
-263
| -3% | -$36.7K | 0.68% | 41 |
|
|
2019
Q3 | $1.23M | Buy |
10,414
+345
| +3% | +$40.6K | 0.62% | 44 |
|
|
2019
Q2 | $1.13M | Sell |
10,069
-100
| -1% | -$11.2K | 0.51% | 53 |
|
|
2019
Q1 | $1.03M | Hold |
10,169
| – | – | 0.8% | 40 |
|
|
2018
Q4 | $993K | Sell |
10,169
-37
| -0.4% | -$3.61K | 0.84% | 40 |
|
|
2018
Q3 | $1.15M | Sell |
10,206
-335
| -3% | -$37.8K | 0.86% | 39 |
|
|
2018
Q2 | $1.1M | Hold |
10,541
| – | – | 0.85% | 36 |
|
|
2018
Q1 | $1.16M | Buy |
10,541
+1,920
| +22% | +$211K | 0.91% | 36 |
|
|
2017
Q4 | $922K | Sell |
8,621
-512
| -6% | -$54.8K | 0.75% | 45 |
|
|
2017
Q3 | $872K | Sell |
9,133
-140
| -2% | -$13.4K | 0.73% | 46 |
|
|
2017
Q2 | $848K | Buy |
+9,273
| New | +$848K | 0.73% | 49 |
|