Summit Place Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Summit Place Financial Advisors’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	$358K	Sell	1,095 -335	-23%	-$104K	0.16%	88
2026 Q1	$421K	Buy	1,430 +154	+12%	+$46.7K	0.2%	79
2025 Q4	$411K	Sell	1,276 -29	-2%	-$8.98K	0.2%	77
2025 Q3	$412K	Buy	+1,305	New	+$388K	0.19%	78
2021 Q4	–	Sell	-1,499	Closed	-$245K	–	104
2021 Q3	$245K	Buy	+1,499	New	+$235K	0.18%	97
2020 Q2	–	Sell	-10,535	Closed	-$948K	–	44
2020 Q1	$948K	Buy	+10,535	New	+$1.28M	2.02%	22

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Summit Place Financial Advisors's JPM Position: Q2 2026 in Review

Summit Place Financial Advisors reduced its JPMorgan Chase (JPM) stake by 23% in Q2 2026, selling an estimated $104K and leaving 1,095 shares worth $358K. The position accounts for 0.16% of the portfolio, ranked #88.

Summit Place Financial Advisors first reported a position in JPM in Q1 2020 and has held it in 6 quarters since. The position peaked at $948K in Q1 2020. 2,280 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Summit Place Financial Advisors held 1,095 shares of JPMorgan Chase worth $358K as of Q2 2026.
Summit Place Financial Advisors sold 335 JPMorgan Chase shares in Q2 2026, an estimated $104K.
JPMorgan Chase made up 0.16% of Summit Place Financial Advisors's portfolio in Q2 2026, its #88 holding.
Summit Place Financial Advisors first reported a position in JPMorgan Chase in Q1 2020 and has held it in 6 quarters since.
Summit Place Financial Advisors's JPMorgan Chase position peaked at $948K in Q1 2020.
2,280 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.