Summit Financial’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.3M | Buy |
166,679
+43,134
| +35% | +$12.5M | 1.09% | 14 |
|
|
2025
Q1 | $30.3M | Buy |
123,545
+29,269
| +31% | +$7.18M | 0.85% | 20 |
|
|
2024
Q4 | $22.6M | Buy |
94,276
+7,167
| +8% | +$1.72M | 0.79% | 18 |
|
|
2024
Q3 | $18.4M | Buy |
87,109
+13,160
| +18% | +$2.77M | 0.72% | 21 |
|
|
2024
Q2 | $15M | Buy |
73,949
+34,990
| +90% | +$7.08M | 0.68% | 20 |
|
|
2024
Q1 | $7.8M | Sell |
38,959
-5,326
| -12% | -$1.07M | 0.46% | 28 |
|
|
2023
Q4 | $7.53M | Buy |
44,285
+984
| +2% | +$167K | 0.49% | 26 |
|
|
2023
Q3 | $6.28M | Buy |
43,301
+8,512
| +24% | +$1.23M | 0.46% | 28 |
|
|
2023
Q2 | $5.06M | Buy |
34,789
+6,557
| +23% | +$954K | 0.37% | 37 |
|
|
2023
Q1 | $3.68M | Buy |
28,232
+378
| +1% | +$49.3K | 0.32% | 34 |
|
|
2022
Q4 | $3.74M | Sell |
27,854
-5,890
| -17% | -$790K | 0.35% | 30 |
|
|
2022
Q3 | $3.53M | Buy |
33,744
+3,050
| +10% | +$319K | 0.33% | 35 |
|
|
2022
Q2 | $3.46M | Sell |
30,694
-570
| -2% | -$64.2K | 0.32% | 35 |
|
|
2022
Q1 | $4.26M | Buy |
31,264
+6,297
| +25% | +$858K | 0.33% | 30 |
|
|
2021
Q4 | $3.95M | Buy |
24,967
+5,190
| +26% | +$822K | 0.3% | 31 |
|
|
2021
Q3 | $3.24M | Buy |
19,777
+7,369
| +59% | +$1.21M | 0.28% | 32 |
|
|
2021
Q2 | $1.93M | Buy |
12,408
+7,065
| +132% | +$1.1M | 0.19% | 38 |
|
|
2021
Q1 | $813K | Hold |
5,343
| – | – | 0.11% | 32 |
|
|
2020
Q4 | $679K | Hold |
5,343
| – | – | 0.1% | 35 |
|
|
2020
Q3 | $514K | Hold |
5,343
| – | – | 0.09% | 27 |
|
|
2020
Q2 | $503K | Sell |
5,343
-253
| -5% | -$23.8K | 0.09% | 27 |
|
|
2020
Q1 | $504K | Hold |
5,596
| – | – | 0.11% | 24 |
|
|
2019
Q4 | $780K | Buy |
+5,596
| New | +$780K | 0.13% | 21 |
|
|
2019
Q3 | – | Sell |
-5,613
| Closed | -$628K | – | 32 |
|
|
2019
Q2 | $628K | Hold |
5,613
| – | – | 0.11% | 33 |
|
|
2019
Q1 | $568K | Hold |
5,613
| – | – | 0.1% | 34 |
|
|
2018
Q4 | $548K | Buy |
+5,613
| New | +$548K | 0.11% | 31 |
|