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Summit Global Investments’s JPMorgan Chase JPM Stock Holding History

Summit Global Investments’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
Q2 		$5.42M Sell
16,542
-3,664
-18% -$1.14M 0.3% 41
2026
Q1 		$5.94M Buy
20,206
+643
+3% +$195K 0.35% 39
2025
Q4 		$6.3M Buy
19,563
+4,798
+32% +$1.49M 0.37% 34
2025
Q3 		$4.66M Sell
14,765
-23,859
-62% -$7.1M 0.27% 57
2025
Q2 		$11.2M Buy
38,624
+35,492
+1,133% +$9.06M 0.66% 24
2025
Q1 		$768K Sell
3,132
-5,939
-65% -$1.51M 0.06% 215
2024
Q4 		$2.17M Sell
9,071
-22,764
-72% -$5.3M 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% -$1.68M 0.22% 92
2024
Q1 		$4.97M Buy
24,806
+2,341
+10% +$422K 0.37% 65
2023
Q4 		$3.82M Sell
22,465
-8,900
-28% -$1.35M 0.25% 85
2023
Q3 		$4.55M Sell
31,365
-26,454
-46% -$3.97M 0.3% 69
2023
Q2 		$8.41M Buy
57,819
+9,323
+19% +$1.28M 0.56% 42
2023
Q1 		$6.32M Buy
48,496
+201
+0.4% +$27.5K 0.49% 50
2022
Q4 		$6.48M Buy
48,295
+9,325
+24% +$1.18M 0.55% 50
2022
Q3 		$4.07M Buy
38,970
+4,787
+14% +$549K 0.38% 79
2022
Q2 		$3.85M Sell
34,183
-1,100
-3% -$136K 0.34% 79
2022
Q1 		$4.81M Sell
35,283
-22,482
-39% -$3.32M 0.35% 81
2021
Q4 		$9.15M Buy
57,765
+21,764
+60% +$3.57M 0.59% 41
2021
Q3 		$5.89M Sell
36,001
-657
-2% -$103K 0.44% 53
2021
Q2 		$5.69M Sell
36,658
-55,699
-60% -$8.75M 0.34% 61
2021
Q1 		$14.1M Buy
+92,357
New +$13.3M 0.9% 23
2018
Q1 		– Sell
-4,925
Closed -$527K – 296
2017
Q4 		$527K Buy
+4,925
New +$499K 0.08% 217

Other funds holding JPM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Summit Global Investments's JPM Position: Q2 2026 in Review

Summit Global Investments reduced its JPMorgan Chase (JPM) stake by 18% in Q2 2026, selling an estimated $1.14M and leaving 16,542 shares worth $5.42M. The position accounts for 0.3% of the portfolio, ranked #41.

Summit Global Investments first reported a position in JPM in Q4 2017 and has held it in 23 quarters since. The position peaked at $14.1M in Q1 2021. 2,702 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Summit Global Investments held 16,542 shares of JPMorgan Chase worth $5.42M as of Q2 2026.
  • Summit Global Investments sold 3,664 JPMorgan Chase shares in Q2 2026, an estimated $1.14M.
  • JPMorgan Chase made up 0.3% of Summit Global Investments's portfolio in Q2 2026, its #41 holding.
  • Summit Global Investments first reported a position in JPMorgan Chase in Q4 2017 and has held it in 23 quarters since.
  • Summit Global Investments's JPMorgan Chase position peaked at $14.1M in Q1 2021.
  • 2,702 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.