Summit Global Investments’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 | $11.2M | Buy |
38,624
+35,492
| +1,133% | +$10.3M | 0.66% | 24 |
|
|
2025
Q1 | $768K | Sell |
3,132
-5,939
| -65% | -$1.46M | 0.06% | 215 |
|
|
2024
Q4 | $2.17M | Sell |
9,071
-22,764
| -72% | -$5.46M | 0.14% | 122 |
|
|
2024
Q3 | $6.71M | Buy |
31,835
+15,616
| +96% | +$3.29M | 0.43% | 49 |
|
|
2024
Q2 | $3.28M | Sell |
16,219
-8,587
| -35% | -$1.74M | 0.22% | 92 |
|
|
2024
Q1 | $4.97M | Buy |
24,806
+2,341
| +10% | +$469K | 0.37% | 65 |
|
|
2023
Q4 | $3.82M | Sell |
22,465
-8,900
| -28% | -$1.51M | 0.25% | 85 |
|
|
2023
Q3 | $4.55M | Sell |
31,365
-26,454
| -46% | -$3.84M | 0.3% | 69 |
|
|
2023
Q2 | $8.41M | Buy |
57,819
+9,323
| +19% | +$1.36M | 0.56% | 42 |
|
|
2023
Q1 | $6.32M | Buy |
48,496
+201
| +0.4% | +$26.2K | 0.49% | 50 |
|
|
2022
Q4 | $6.48M | Buy |
48,295
+9,325
| +24% | +$1.25M | 0.55% | 50 |
|
|
2022
Q3 | $4.07M | Buy |
38,970
+4,787
| +14% | +$500K | 0.38% | 79 |
|
|
2022
Q2 | $3.85M | Sell |
34,183
-1,100
| -3% | -$124K | 0.34% | 79 |
|
|
2022
Q1 | $4.81M | Sell |
35,283
-22,482
| -39% | -$3.06M | 0.35% | 81 |
|
|
2021
Q4 | $9.15M | Buy |
57,765
+21,764
| +60% | +$3.45M | 0.59% | 41 |
|
|
2021
Q3 | $5.89M | Sell |
36,001
-657
| -2% | -$108K | 0.44% | 53 |
|
|
2021
Q2 | $5.69M | Sell |
36,658
-55,699
| -60% | -$8.65M | 0.34% | 61 |
|
|
2021
Q1 | $14.1M | Buy |
+92,357
| New | +$14.1M | 0.9% | 23 |
|
|
2018
Q1 | – | Sell |
-4,925
| Closed | -$527K | – | 296 |
|
|
2017
Q4 | $527K | Buy |
+4,925
| New | +$527K | 0.08% | 217 |
|