Summit Financial’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 | $48.3M | Buy |
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|
2025
Q1 | $30.3M | Buy |
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|
2024
Q4 | $22.6M | Buy |
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|
2024
Q3 | $18.4M | Buy |
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|
2024
Q2 | $15M | Buy |
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|
2024
Q1 | $7.8M | Sell |
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|
2023
Q4 | $7.53M | Buy |
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|
2023
Q3 | $6.28M | Buy |
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|
2023
Q2 | $5.06M | Buy |
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|
2023
Q1 | $3.68M | Buy |
|
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|
2022
Q4 | $3.74M | Sell |
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|
2022
Q3 | $3.53M | Buy |
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|
2022
Q2 | $3.46M | Sell |
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|
2022
Q1 | $4.26M | Buy |
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|
2021
Q4 | $3.95M | Buy |
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|
2021
Q3 | $3.24M | Buy |
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|
2021
Q2 | $1.93M | Buy |
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|
2021
Q1 | $813K | Hold |
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|
2020
Q4 | $679K | Hold |
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|
2020
Q3 | $514K | Hold |
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|
2020
Q2 | $503K | Sell |
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|
2020
Q1 | $504K | Hold |
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|
2019
Q4 | $780K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $628K | Hold |
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|
2019
Q1 | $568K | Hold |
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|
2018
Q4 | $548K | Buy |
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