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Summit Financial Strategies’s JPMorgan Chase JPM Stock Holding History

Summit Financial Strategies’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 		$3.38M Sell
10,328
-272
-3% -$84.5K 0.24% 39
2026
Q1 		$3.12M Sell
10,600
-154
-1% -$46.7K 0.25% 38
2025
Q4 		$3.47M Buy
10,754
+543
+5% +$168K 0.28% 36
2025
Q3 		$3.22M Sell
10,211
-291
-3% -$86.5K 0.28% 35
2025
Q2 		$3.04M Buy
10,502
+131
+1% +$33.4K 0.28% 35
2025
Q1 		$2.54M Sell
10,371
-132
-1% -$33.7K 0.26% 37
2024
Q4 		$2.52M Sell
10,503
-231
-2% -$53.8K 0.28% 33
2024
Q3 		$2.26M Sell
10,734
-99
-0.9% -$20.9K 0.25% 36
2024
Q2 		$2.19M Sell
10,833
-387
-3% -$75.7K 0.27% 33
2024
Q1 		$2.25M Sell
11,220
-50
-0.4% -$9.02K 0.31% 30
2023
Q4 		$1.92M Buy
11,270
+99
+0.9% +$15K 0.29% 31
2023
Q3 		$1.62M Buy
11,171
+479
+4% +$71.8K 0.31% 29
2023
Q2 		$1.56M Buy
10,692
+196
+2% +$27K 0.29% 30
2023
Q1 		$1.37M Hold
10,496
– – 0.27% 31
2022
Q4 		$1.41M Sell
10,496
-5,419
-34% -$687K 0.3% 30
2022
Q3 		$1.66M Buy
15,915
+9,568
+151% +$1.1M 0.39% 25
2022
Q2 		$715K Hold
6,347
– – 0.17% 44
2022
Q1 		$865K Sell
6,347
-493
-7% -$72.8K 0.17% 42
2021
Q4 		$1.08M Sell
6,840
-138
-2% -$22.7K 0.21% 34
2021
Q3 		$1.14M Sell
6,978
-727
-9% -$114K 0.22% 36
2021
Q2 		$1.2M Buy
7,705
+1,986
+35% +$312K 0.24% 35
2021
Q1 		$871K Sell
5,719
-77
-1% -$11.1K 0.31% 21
2020
Q4 		$736K Buy
5,796
+77
+1% +$8.61K 0.25% 30
2020
Q3 		$551K Sell
5,719
-110
-2% -$10.8K 0.22% 34
2020
Q2 		$548K Buy
5,829
+129
+2% +$12.2K 0.24% 30
2020
Q1 		$513K Buy
5,700
+935
+20% +$114K 0.28% 26
2019
Q4 		$664K Buy
4,765
+1,633
+52% +$209K 0.32% 22
2019
Q3 		$369K Buy
3,132
+1
+0% +$113 0.18% 36
2019
Q2 		$350K Sell
3,131
-211
-6% -$23.3K 0.17% 34
2019
Q1 		$338K Buy
3,342
+1
+0% +$103 0.17% 34
2018
Q4 		$326K Sell
3,341
-30
-0.9% -$3.2K 0.18% 36
2018
Q3 		$380K Buy
3,371
+30
+0.9% +$3.41K 0.17% 30
2018
Q2 		$348K Sell
3,341
-35
-1% -$3.84K 0.17% 30
2018
Q1 		$371K Sell
3,376
-84
-2% -$9.51K 0.19% 31
2017
Q4 		$370K Sell
3,460
-30
-0.9% -$3.04K 0.19% 31
2017
Q3 		$333K Sell
3,490
-908
-21% -$83.7K 0.19% 32
2017
Q2 		$402K Buy
4,398
+479
+12% +$41.3K 0.24% 29
2017
Q1 		$344K Sell
3,919
-18
-0.5% -$1.59K 0.25% 25
2016
Q4 		$340K Buy
3,937
+309
+9% +$23.6K 0.23% 28
2016
Q3 		$242K Buy
3,628
+208
+6% +$13.6K 0.17% 33
2016
Q2 		$213K Hold
3,420
– – 0.16% 39
2016
Q1 		$203K Sell
3,420
-357
-9% -$20.8K 0.15% 42
2015
Q4 		$249K Sell
3,777
-674
-15% -$43.9K 0.19% 40
2015
Q3 		$271K Sell
4,451
-4,614
-51% -$302K 0.22% 36
2015
Q2 		$614K Buy
9,065
+5,328
+143% +$348K 0.48% 21
2015
Q1 		$226K Sell
3,737
-782
-17% -$46.3K 0.18% 37
2014
Q4 		$283K Buy
+4,519
New +$272K 0.23% 33

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Summit Financial Strategies's JPM Position: Q2 2026 in Review

Summit Financial Strategies reduced its JPMorgan Chase (JPM) stake by 2.6% in Q2 2026, selling an estimated $84.5K and leaving 10,328 shares worth $3.38M. The position accounts for 0.24% of the portfolio, ranked #39.

Summit Financial Strategies first reported a position in JPM in Q4 2014 and has held it in 47 quarters since. The position peaked at $3.47M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Summit Financial Strategies held 10,328 shares of JPMorgan Chase worth $3.38M as of Q2 2026.
  • Summit Financial Strategies sold 272 JPMorgan Chase shares in Q2 2026, an estimated $84.5K.
  • JPMorgan Chase made up 0.24% of Summit Financial Strategies's portfolio in Q2 2026, its #39 holding.
  • Summit Financial Strategies first reported a position in JPMorgan Chase in Q4 2014 and has held it in 47 quarters since.
  • Summit Financial Strategies's JPMorgan Chase position peaked at $3.47M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.