Summit Securities Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $599K | Buy |
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|
2024
Q3 | $485K | Buy |
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|
2024
Q2 | $243K | Sell |
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|
2024
Q1 | $461K | Buy |
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|
2023
Q4 | $119K | Sell |
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|
2023
Q3 | $218K | Sell |
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|
2023
Q2 | $597K | Sell |
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|
2023
Q1 | $590K | Sell |
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|
2022
Q4 | $1.98M | Buy |
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|
2022
Q3 | $1.43M | Sell |
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|
2022
Q2 | $1.6M | Buy |
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|
2022
Q1 | $971K | Sell |
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|
2021
Q4 | $9.12M | Sell |
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|
2021
Q3 | $15.7M | Sell |
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|
2021
Q2 | $19.4M | Buy |
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|
2021
Q1 | $7.41M | Sell |
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|
2020
Q4 | $7.07M | Buy |
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|
2020
Q3 | $5.05M | Buy |
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|
2020
Q2 | $4.55M | Sell |
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|
2020
Q1 | $6.36M | Buy |
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|
2019
Q4 | $1.32M | Sell |
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|
2019
Q3 | $2.24M | Buy |
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|
2019
Q2 | $883K | Buy |
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|
2019
Q1 | $779K | Sell |
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|
2018
Q4 | $8.44M | Buy |
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|
2018
Q3 | $2.48M | Buy |
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|
2018
Q2 | $948K | Sell |
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|
2018
Q1 | $1.1M | Sell |
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|
2017
Q4 | $3.8M | Buy |
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|
2017
Q3 | $926K | Sell |
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|
2017
Q2 | $10.6M | Buy |
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|
2017
Q1 | – | Hold |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.89M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $11.3M | Buy |
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|
2015
Q3 | $4.52M | Sell |
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|
2015
Q2 | $8.85M | Buy |
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|
2015
Q1 | $1.46M | Sell |
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|
2014
Q4 | $16.8M | Buy |
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|
2014
Q3 | $6.2M | Sell |
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|
2014
Q2 | $10.9M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $21.3M | Buy |
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|
2013
Q3 | $10.2M | Buy |
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|
2013
Q2 | $5.35M | Buy |
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