Summit Financial Wealth Advisors’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
Q3 | $3.54M | Buy |
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|
2025
Q2 | $2.98M | Buy |
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|
2025
Q1 | $2.34M | Buy |
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|
2024
Q4 | $2.54M | Sell |
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|
2024
Q3 | $2.02M | Buy |
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|
2024
Q2 | $1.94M | Buy |
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|
2024
Q1 | $1.9M | Buy |
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|
2023
Q4 | $1.61M | Buy |
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|
2023
Q3 | $1.32M | Buy |
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|
2023
Q2 | $1.23M | Sell |
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|
2023
Q1 | $1.15M | Buy |
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|
2022
Q4 | $1.17M | Buy |
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|
2022
Q3 | $1.06M | Buy |
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|
2022
Q2 | $923K | Buy |
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|
2022
Q1 | $1.02M | Sell |
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|
2021
Q4 | $1.37M | Buy |
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|
2021
Q3 | $1.32M | Buy |
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|
2021
Q2 | $1.18M | Sell |
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|
2021
Q1 | $1.07M | Sell |
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|
2020
Q4 | $1.01M | Buy |
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|
2020
Q3 | $926K | Sell |
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|
2020
Q2 | $1.15M | Sell |
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|
2020
Q1 | $1.23M | Sell |
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|
2019
Q4 | $1.85M | Sell |
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|
2019
Q3 | $1.93M | Buy |
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|
2019
Q2 | $1.84M | Buy |
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|
2019
Q1 | $1.64M | Sell |
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|
2018
Q4 | $1.54M | Sell |
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|
2018
Q3 | $1.84M | Sell |
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|
2018
Q2 | $3.94M | Sell |
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|
2018
Q1 | $4.05M | Buy |
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|
2017
Q4 | $3.36M | Buy |
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|
2017
Q3 | $2.96M | Sell |
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|
2017
Q2 | $3.13M | Buy |
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|
2017
Q1 | $2.75M | Sell |
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|
2016
Q4 | $2.9M | Buy |
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|
2016
Q3 | $2.12M | Buy |
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|
2016
Q2 | $1.13M | Buy |
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|
2016
Q1 | $1.03M | Buy |
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|
2015
Q4 | $1.06M | Buy |
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|
2015
Q3 | $223K | Sell |
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|
2015
Q2 | $291K | Buy |
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|
2015
Q1 | $241K | Buy |
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|
2014
Q4 | $216K | Buy |
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