Summit Financial Strategies’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Buy |
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|
2025
Q1 | $2.54M | Sell |
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|
2024
Q4 | $2.52M | Sell |
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|
2024
Q3 | $2.26M | Sell |
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|
2024
Q2 | $2.19M | Sell |
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|
2024
Q1 | $2.25M | Sell |
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|
2023
Q4 | $1.92M | Buy |
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|
2023
Q3 | $1.62M | Buy |
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|
2023
Q2 | $1.56M | Buy |
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|
2023
Q1 | $1.37M | Hold |
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $1.66M | Buy |
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|
2022
Q2 | $715K | Hold |
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|
2022
Q1 | $865K | Sell |
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|
2021
Q4 | $1.08M | Sell |
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|
2021
Q3 | $1.14M | Sell |
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|
2021
Q2 | $1.2M | Buy |
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|
2021
Q1 | $871K | Sell |
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|
2020
Q4 | $736K | Buy |
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|
2020
Q3 | $551K | Sell |
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|
2020
Q2 | $548K | Buy |
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|
2020
Q1 | $513K | Buy |
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|
2019
Q4 | $664K | Buy |
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|
2019
Q3 | $369K | Buy |
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|
2019
Q2 | $350K | Sell |
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|
2019
Q1 | $338K | Buy |
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|
2018
Q4 | $326K | Sell |
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|
2018
Q3 | $380K | Buy |
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|
2018
Q2 | $348K | Sell |
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|
2018
Q1 | $371K | Sell |
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|
2017
Q4 | $370K | Sell |
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|
2017
Q3 | $333K | Sell |
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|
2017
Q2 | $402K | Buy |
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|
2017
Q1 | $344K | Sell |
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|
2016
Q4 | $340K | Buy |
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|
2016
Q3 | $242K | Buy |
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|
2016
Q2 | $213K | Hold |
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|
2016
Q1 | $203K | Sell |
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|
2015
Q4 | $249K | Sell |
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|
2015
Q3 | $271K | Sell |
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|
2015
Q2 | $614K | Buy |
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|
2015
Q1 | $226K | Sell |
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|
2014
Q4 | $283K | Buy |
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