SSG
Summit Securities Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Buy |
+1,534
| New | +$445K | 0.09% | 76 |
|
|
2025
Q1 | – | Sell |
-2,500
| Closed | -$599K | – | 806 |
|
|
2024
Q4 | $599K | Buy |
2,500
+200
| +9% | +$47.9K | 0.12% | 55 |
|
|
2024
Q3 | $485K | Buy |
2,300
+1,100
| +92% | +$232K | 0.13% | 44 |
|
|
2024
Q2 | $243K | Sell |
1,200
-1,100
| -48% | -$223K | 0.05% | 80 |
|
|
2024
Q1 | $461K | Buy |
2,300
+1,600
| +229% | +$321K | 0.08% | 35 |
|
|
2023
Q4 | $119K | Sell |
700
-800
| -53% | -$136K | 0.01% | 155 |
|
|
2023
Q3 | $218K | Sell |
1,500
-2,607
| -63% | -$379K | 0.02% | 73 |
|
|
2023
Q2 | $597K | Sell |
4,107
-424
| -9% | -$61.6K | 0.08% | 55 |
|
|
2023
Q1 | $590K | Sell |
4,531
-10,264
| -69% | -$1.34M | 0.05% | 53 |
|
|
2022
Q4 | $1.98M | Buy |
14,795
+1,142
| +8% | +$153K | 0.07% | 32 |
|
|
2022
Q3 | $1.43M | Sell |
13,653
-574
| -4% | -$60K | 0.11% | 57 |
|
|
2022
Q2 | $1.6M | Buy |
14,227
+7,105
| +100% | +$800K | 0.2% | 38 |
|
|
2022
Q1 | $971K | Sell |
7,122
-50,478
| -88% | -$6.88M | 0.11% | 72 |
|
|
2021
Q4 | $9.12M | Sell |
57,600
-38,376
| -40% | -$6.08M | 0.43% | 21 |
|
|
2021
Q3 | $15.7M | Sell |
95,976
-28,605
| -23% | -$4.68M | 1.22% | 1 |
|
|
2021
Q2 | $19.4M | Buy |
124,581
+75,881
| +156% | +$11.8M | 1.6% | 1 |
|
|
2021
Q1 | $7.41M | Sell |
48,700
-6,900
| -12% | -$1.05M | 0.81% | 6 |
|
|
2020
Q4 | $7.07M | Buy |
55,600
+3,100
| +6% | +$394K | 0.6% | 14 |
|
|
2020
Q3 | $5.05M | Buy |
52,500
+4,117
| +9% | +$396K | 0.53% | 13 |
|
|
2020
Q2 | $4.55M | Sell |
48,383
-22,300
| -32% | -$2.1M | 0.57% | 10 |
|
|
2020
Q1 | $6.36M | Buy |
70,683
+61,183
| +644% | +$5.51M | 1.12% | 9 |
|
|
2019
Q4 | $1.32M | Sell |
9,500
-9,500
| -50% | -$1.32M | 0.1% | 74 |
|
|
2019
Q3 | $2.24M | Buy |
19,000
+11,100
| +141% | +$1.31M | 0.2% | 27 |
|
|
2019
Q2 | $883K | Buy |
7,900
+200
| +3% | +$22.4K | 0.1% | 45 |
|
|
2019
Q1 | $779K | Sell |
7,700
-78,800
| -91% | -$7.97M | 0.14% | 32 |
|
|
2018
Q4 | $8.44M | Buy |
86,500
+64,500
| +293% | +$6.3M | 0.73% | 3 |
|
|
2018
Q3 | $2.48M | Buy |
22,000
+12,900
| +142% | +$1.46M | 0.92% | 19 |
|
|
2018
Q2 | $948K | Sell |
9,100
-900
| -9% | -$93.8K | 0.14% | 50 |
|
|
2018
Q1 | $1.1M | Sell |
10,000
-25,500
| -72% | -$2.81M | 0.27% | 23 |
|
|
2017
Q4 | $3.8M | Buy |
35,500
+25,800
| +266% | +$2.76M | 0.45% | 16 |
|
|
2017
Q3 | $926K | Sell |
9,700
-106,700
| -92% | -$10.2M | 0.16% | 29 |
|
|
2017
Q2 | $10.6M | Buy |
+116,400
| New | +$10.6M | 1.9% | 4 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 300 |
|
|
2016
Q3 | – | Sell |
-30,400
| Closed | -$1.89M | – | 187 |
|
|
2016
Q2 | $1.89M | Buy |
+30,400
| New | +$1.89M | 1.01% | 17 |
|
|
2016
Q1 | – | Sell |
-171,000
| Closed | -$11.3M | – | 249 |
|
|
2015
Q4 | $11.3M | Buy |
171,000
+96,800
| +130% | +$6.39M | 3.65% | 5 |
|
|
2015
Q3 | $4.52M | Sell |
74,200
-56,425
| -43% | -$3.44M | 3.26% | 6 |
|
|
2015
Q2 | $8.85M | Buy |
130,625
+106,525
| +442% | +$7.22M | 4.32% | 5 |
|
|
2015
Q1 | $1.46M | Sell |
24,100
-244,731
| -91% | -$14.8M | 1.09% | 10 |
|
|
2014
Q4 | $16.8M | Buy |
268,831
+165,931
| +161% | +$10.4M | 4.83% | 4 |
|
|
2014
Q3 | $6.2M | Sell |
102,900
-86,900
| -46% | -$5.24M | 1.8% | 12 |
|
|
2014
Q2 | $10.9M | Buy |
+189,800
| New | +$10.9M | 3.75% | 4 |
|
|
2014
Q1 | – | Sell |
-365,000
| Closed | -$21.3M | – | 412 |
|
|
2013
Q4 | $21.3M | Buy |
365,000
+167,600
| +85% | +$9.8M | 3.71% | 6 |
|
|
2013
Q3 | $10.2M | Buy |
197,400
+96,100
| +95% | +$4.97M | 3.47% | 3 |
|
|
2013
Q2 | $5.35M | Buy |
+101,300
| New | +$5.35M | 2.55% | 9 |
|