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Summit Financial’s JPMorgan Chase JPM Stock Holding History

Summit Financial’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
Q1 		$57.7M Buy
196,239
+7,969
+4% +$2.42M 0.74% 18
2025
Q4 		$60.7M Buy
188,270
+318
+0.2% +$98.5K 0.89% 18
2025
Q3 		$59.3M Buy
187,952
+21,273
+13% +$6.33M 0.9% 17
2025
Q2 		$48.3M Buy
166,679
+43,134
+35% +$11M 1.09% 14
2025
Q1 		$30.3M Buy
123,545
+29,269
+31% +$7.46M 0.85% 20
2024
Q4 		$22.6M Buy
94,276
+7,167
+8% +$1.67M 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% +$6.84M 0.68% 20
2024
Q1 		$7.8M Sell
38,959
-5,326
-12% -$961K 0.46% 28
2023
Q4 		$7.53M Buy
44,285
+984
+2% +$149K 0.49% 26
2023
Q3 		$6.28M Buy
43,301
+8,512
+24% +$1.28M 0.46% 28
2023
Q2 		$5.06M Buy
34,789
+6,557
+23% +$902K 0.37% 37
2023
Q1 		$3.68M Buy
28,232
+378
+1% +$51.8K 0.32% 34
2022
Q4 		$3.74M Sell
27,854
-5,890
-17% -$746K 0.35% 30
2022
Q3 		$3.53M Buy
33,744
+3,050
+10% +$350K 0.33% 35
2022
Q2 		$3.46M Sell
30,694
-570
-2% -$70.6K 0.32% 35
2022
Q1 		$4.26M Buy
31,264
+6,297
+25% +$929K 0.33% 30
2021
Q4 		$3.95M Buy
24,967
+5,190
+26% +$852K 0.3% 31
2021
Q3 		$3.24M Buy
19,777
+7,369
+59% +$1.16M 0.28% 32
2021
Q2 		$1.93M Buy
12,408
+7,065
+132% +$1.11M 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% -$24K 0.09% 27
2020
Q1 		$504K Hold
5,596
– – 0.11% 24
2019
Q4 		$780K Buy
+5,596
New +$718K 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 +$598K 0.11% 31

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Summit Financial's JPM Position: Q1 2026 in Review

Summit Financial increased its JPMorgan Chase (JPM) stake by 4.2% in Q1 2026, buying an estimated $2.42M and bringing the position to 196,239 shares worth $57.7M. The position accounts for 0.74% of the portfolio, ranked #18.

Summit Financial first reported a position in JPM in Q4 2018 and has held it in 29 quarters since. The position peaked at $60.7M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Summit Financial held 196,239 shares of JPMorgan Chase worth $57.7M as of Q1 2026.
  • Summit Financial bought 7,969 JPMorgan Chase shares in Q1 2026, an estimated $2.42M.
  • JPMorgan Chase made up 0.74% of Summit Financial's portfolio in Q1 2026, its #18 holding.
  • Summit Financial first reported a position in JPMorgan Chase in Q4 2018 and has held it in 29 quarters since.
  • Summit Financial's JPMorgan Chase position peaked at $60.7M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.