Summit Partners Public Asset Management’s JPMorgan Chase JPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
0
100
2025
Q1
Hold
0
92
2020
Q3
Hold
0
75
2020
Q2
Hold
0
82
2018
Q2
Sell
-155,000
Closed -$17M 67
2018
Q1
$17M Buy
+155,000
New +$17M 2.41% 11