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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $463K | Sell |
1,573
-2,185
| -58% | -$663K | 0.06% | 150 |
|
|
2025
Q4 | $1.21M | Sell |
3,758
-605
| -14% | -$187K | 0.16% | 106 |
|
|
2025
Q3 | $1.38M | Buy |
4,363
+2,829
| +184% | +$841K | 0.28% | 78 |
|
|
2025
Q2 | $445K | Buy |
+1,534
| New | +$391K | 0.09% | 153 |
|
|
2025
Q1 | – | Sell |
-2,500
| Closed | -$599K | – | 953 |
|
|
2024
Q4 | $599K | Buy |
2,500
+200
| +9% | +$46.6K | 0.12% | 120 |
|
|
2024
Q3 | $485K | Buy |
2,300
+1,100
| +92% | +$232K | 0.13% | 103 |
|
|
2024
Q2 | $243K | Sell |
1,200
-1,100
| -48% | -$215K | 0.05% | 154 |
|
|
2024
Q1 | $461K | Buy |
2,300
+1,600
| +229% | +$289K | 0.08% | 100 |
|
|
2023
Q4 | $119K | Sell |
700
-800
| -53% | -$121K | 0.01% | 309 |
|
|
2023
Q3 | $218K | Sell |
1,500
-2,607
| -63% | -$391K | 0.02% | 178 |
|
|
2023
Q2 | $597K | Sell |
4,107
-424
| -9% | -$58.3K | 0.08% | 125 |
|
|
2023
Q1 | $590K | Sell |
4,531
-10,264
| -69% | -$1.41M | 0.05% | 125 |
|
|
2022
Q4 | $1.98M | Buy |
14,795
+1,142
| +8% | +$145K | 0.07% | 121 |
|
|
2022
Q3 | $1.43M | Sell |
13,653
-574
| -4% | -$65.9K | 0.11% | 126 |
|
|
2022
Q2 | $1.6M | Buy |
14,227
+7,105
| +100% | +$880K | 0.2% | 90 |
|
|
2022
Q1 | $971K | Sell |
7,122
-50,478
| -88% | -$7.45M | 0.11% | 144 |
|
|
2021
Q4 | $9.12M | Sell |
57,600
-38,376
| -40% | -$6.3M | 0.43% | 43 |
|
|
2021
Q3 | $15.7M | Sell |
95,976
-28,605
| -23% | -$4.48M | 1.22% | 7 |
|
|
2021
Q2 | $19.4M | Buy |
124,581
+75,881
| +156% | +$11.9M | 1.6% | 7 |
|
|
2021
Q1 | $7.41M | Sell |
48,700
-6,900
| -12% | -$993K | 0.81% | 20 |
|
|
2020
Q4 | $7.07M | Buy |
55,600
+3,100
| +6% | +$347K | 0.6% | 36 |
|
|
2020
Q3 | $5.05M | Buy |
52,500
+4,117
| +9% | +$404K | 0.53% | 35 |
|
|
2020
Q2 | $4.55M | Sell |
48,383
-22,300
| -32% | -$2.12M | 0.57% | 30 |
|
|
2020
Q1 | $6.36M | Buy |
70,683
+61,183
| +644% | +$7.43M | 1.12% | 25 |
|
|
2019
Q4 | $1.32M | Sell |
9,500
-9,500
| -50% | -$1.22M | 0.1% | 181 |
|
|
2019
Q3 | $2.24M | Buy |
19,000
+11,100
| +141% | +$1.26M | 0.2% | 81 |
|
|
2019
Q2 | $883K | Buy |
7,900
+200
| +3% | +$22.1K | 0.1% | 148 |
|
|
2019
Q1 | $779K | Sell |
7,700
-78,800
| -91% | -$8.12M | 0.14% | 92 |
|
|
2018
Q4 | $8.44M | Buy |
86,500
+64,500
| +293% | +$6.87M | 0.73% | 19 |
|
|
2018
Q3 | $2.48M | Buy |
22,000
+12,900
| +142% | +$1.46M | 0.92% | 19 |
|
|
2018
Q2 | $948K | Sell |
9,100
-900
| -9% | -$98.7K | 0.14% | 90 |
|
|
2018
Q1 | $1.1M | Sell |
10,000
-25,500
| -72% | -$2.89M | 0.27% | 54 |
|
|
2017
Q4 | $3.8M | Buy |
35,500
+25,800
| +266% | +$2.61M | 0.45% | 18 |
|
|
2017
Q3 | $926K | Sell |
9,700
-106,700
| -92% | -$9.84M | 0.16% | 62 |
|
|
2017
Q2 | $10.6M | Buy |
+116,400
| New | +$10M | 1.9% | 7 |
|
|
2016
Q3 | – | Sell |
-30,400
| Closed | -$1.89M | – | 220 |
|
|
2016
Q2 | $1.89M | Buy |
+30,400
| New | +$1.9M | 1.01% | 17 |
|
|
2016
Q1 | – | Sell |
-171,000
| Closed | -$11.3M | – | 242 |
|
|
2015
Q4 | $11.3M | Buy |
171,000
+96,800
| +130% | +$6.3M | 3.65% | 5 |
|
|
2015
Q3 | $4.52M | Sell |
74,200
-56,425
| -43% | -$3.7M | 3.26% | 7 |
|
|
2015
Q2 | $8.85M | Buy |
130,625
+106,525
| +442% | +$6.95M | 4.32% | 5 |
|
|
2015
Q1 | $1.46M | Sell |
24,100
-244,731
| -91% | -$14.5M | 1.09% | 12 |
|
|
2014
Q4 | $16.8M | Buy |
268,831
+165,931
| +161% | +$9.99M | 4.83% | 4 |
|
|
2014
Q3 | $6.2M | Sell |
102,900
-86,900
| -46% | -$5.08M | 1.8% | 12 |
|
|
2014
Q2 | $10.9M | Buy |
+189,800
| New | +$10.7M | 3.75% | 4 |
|
|
2014
Q1 | – | Sell |
-365,000
| Closed | -$21.3M | – | 496 |
|
|
2013
Q4 | $21.3M | Buy |
365,000
+167,600
| +85% | +$9.18M | 3.71% | 6 |
|
|
2013
Q3 | $10.2M | Buy |
197,400
+96,100
| +95% | +$5.15M | 3.47% | 3 |
|
|
2013
Q2 | $5.35M | Buy |
+101,300
| New | +$5.15M | 2.55% | 9 |
|
Other funds holding JPM
VCM
VPM
Summit Securities Group's JPM Position: Q1 2026 in Review
Summit Securities Group reduced its JPMorgan Chase (JPM) stake by 58% in Q1 2026, selling an estimated $663K and leaving 1,573 shares worth $463K. The position accounts for 0.06% of the portfolio, ranked #150.
Summit Securities Group first reported a position in JPM in Q2 2013 and has held it in 46 quarters since. The position peaked at $21.3M in Q4 2013. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Summit Securities Group held 1,573 shares of JPMorgan Chase worth $463K as of Q1 2026.
- Summit Securities Group sold 2,185 JPMorgan Chase shares in Q1 2026, an estimated $663K.
- JPMorgan Chase made up 0.06% of Summit Securities Group's portfolio in Q1 2026, its #150 holding.
- Summit Securities Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 46 quarters since.
- Summit Securities Group's JPMorgan Chase position peaked at $21.3M in Q4 2013.
- 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.