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Summit Financial Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Summit Financial Wealth Advisors’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 		$3.97M Buy
12,122
+495
+4% +$154K 0.51% 39
2026
Q1 		$3.42M Buy
11,627
+329
+3% +$99.8K 0.48% 39
2025
Q4 		$3.64M Sell
11,298
-88
-0.8% -$27.2K 0.52% 38
2025
Q3 		$3.54M Buy
11,386
+1,117
+11% +$332K 0.55% 39
2025
Q2 		$2.98M Buy
10,269
+714
+7% +$182K 0.53% 38
2025
Q1 		$2.34M Buy
9,555
+21
+0.2% +$5.35K 0.47% 39
2024
Q4 		$2.54M Sell
9,534
-45
-0.5% -$10.5K 0.5% 39
2024
Q3 		$2.02M Buy
9,579
+2
+0% +$421 0.38% 41
2024
Q2 		$1.94M Buy
9,577
+67
+0.7% +$13.1K 0.39% 38
2024
Q1 		$1.9M Buy
9,510
+37
+0.4% +$6.68K 0.39% 39
2023
Q4 		$1.61M Buy
9,473
+294
+3% +$44.6K 0.37% 38
2023
Q3 		$1.32M Buy
9,179
+729
+9% +$109K 0.32% 42
2023
Q2 		$1.23M Sell
8,450
-410
-5% -$56.4K 0.28% 49
2023
Q1 		$1.15M Buy
8,860
+107
+1% +$14.7K 0.27% 50
2022
Q4 		$1.17M Buy
8,753
+213
+2% +$27K 0.28% 50
2022
Q3 		$1.06M Buy
8,540
+533
+7% +$61.2K 0.31% 45
2022
Q2 		$923K Buy
8,007
+530
+7% +$65.7K 0.22% 53
2022
Q1 		$1.02M Sell
7,477
-666
-8% -$98.3K 0.21% 51
2021
Q4 		$1.37M Buy
8,143
+56
+0.7% +$9.2K 0.26% 46
2021
Q3 		$1.32M Buy
8,087
+511
+7% +$80.1K 0.3% 45
2021
Q2 		$1.18M Sell
7,576
-856
-10% -$134K 0.27% 50
2021
Q1 		$1.07M Sell
8,432
-2,041
-19% -$294K 0.27% 46
2020
Q4 		$1.01M Buy
10,473
+1,238
+13% +$138K 0.27% 45
2020
Q3 		$926K Sell
9,235
-3,138
-25% -$308K 0.25% 50
2020
Q2 		$1.15M Sell
12,373
-1,380
-10% -$131K 0.31% 47
2020
Q1 		$1.23M Sell
13,753
-239
-2% -$29K 0.39% 40
2019
Q4 		$1.85M Sell
13,992
-2,626
-16% -$337K 0.45% 45
2019
Q3 		$1.93M Buy
16,618
+166
+1% +$18.8K 0.47% 47
2019
Q2 		$1.84M Buy
16,452
+917
+6% +$101K 0.45% 53
2019
Q1 		$1.64M Sell
15,535
-250
-2% -$25.8K 0.43% 54
2018
Q4 		$1.54M Sell
15,785
-1,499
-9% -$160K 0.5% 52
2018
Q3 		$1.84M Sell
17,284
-18,537
-52% -$2.1M 0.55% 51
2018
Q2 		$3.94M Sell
35,821
-1,047
-3% -$115K 1.32% 22
2018
Q1 		$4.05M Buy
36,868
+5,434
+17% +$615K 1.33% 22
2017
Q4 		$3.36M Buy
31,434
+396
+1% +$40.1K 1.16% 25
2017
Q3 		$2.96M Sell
31,038
-3,257
-9% -$300K 1.08% 28
2017
Q2 		$3.13M Buy
34,295
+2,996
+10% +$259K 1.24% 21
2017
Q1 		$2.75M Sell
31,299
-2,356
-7% -$208K 1.2% 28
2016
Q4 		$2.9M Buy
33,655
+1,873
+6% +$143K 1.28% 28
2016
Q3 		$2.12M Buy
31,782
+13,601
+75% +$887K 0.92% 37
2016
Q2 		$1.13M Buy
18,181
+806
+5% +$50.3K 0.47% 50
2016
Q1 		$1.03M Buy
17,375
+1,327
+8% +$77.5K 0.45% 54
2015
Q4 		$1.06M Buy
16,048
+12,375
+337% +$806K 0.49% 50
2015
Q3 		$223K Sell
3,673
-625
-15% -$40.9K 0.14% 73
2015
Q2 		$291K Buy
4,298
+625
+17% +$40.8K 0.18% 75
2015
Q1 		$241K Buy
3,673
+214
+6% +$12.7K 0.16% 63
2014
Q4 		$216K Buy
+3,459
New +$208K 0.15% 64

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Summit Financial Wealth Advisors's JPM Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its JPMorgan Chase (JPM) stake by 4.3% in Q2 2026, buying an estimated $154K and bringing the position to 12,122 shares worth $3.97M. The position accounts for 0.51% of the portfolio, ranked #39.

Summit Financial Wealth Advisors first reported a position in JPM in Q4 2014 and has held it in 47 quarters since. The position peaked at $4.05M in Q1 2018. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Summit Financial Wealth Advisors held 12,122 shares of JPMorgan Chase worth $3.97M as of Q2 2026.
  • Summit Financial Wealth Advisors bought 495 JPMorgan Chase shares in Q2 2026, an estimated $154K.
  • JPMorgan Chase made up 0.51% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • Summit Financial Wealth Advisors first reported a position in JPMorgan Chase in Q4 2014 and has held it in 47 quarters since.
  • Summit Financial Wealth Advisors's JPMorgan Chase position peaked at $4.05M in Q1 2018.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.