Summit Securities Group’s JPMorgan Chase JPM Stock Holding History

Summit Securities Group’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
2021 Q4	–	Sell	-270	Closed	-$4.42M	–	874
2021 Q3	$4.42M	Buy	+270	New	+$42.3K	0.34%	71
2021 Q1	–	Sell	-20	Closed	-$254K	–	670
2020 Q4	$254K	Sell	20 -190	-90%	-$21.2K	0.02%	485
2020 Q3	$2.02M	Buy	210 +115	+121%	+$11.3K	0.21%	94
2020 Q2	$894K	Sell	95 -90	-49%	-$8.54K	0.11%	163
2020 Q1	$1.67M	Buy	+185	New	+$22.5K	0.29%	76
2019 Q4	–	Sell	-20	Closed	-$235K	–	472
2019 Q3	$235K	Buy	+20	New	+$2.26K	0.02%	284
2017 Q4	–	Sell	-208	Closed	-$1.99M	–	223
2017 Q3	$1.99M	Buy	+208	New	+$19.2K	0.34%	34
2017 Q2	–	Sell	-781	Closed	-$6.86M	–	317
2017 Q1	$6.86M	Buy	+781	New	+$68.9K	1.98%	8
2015 Q4	–	Sell	-1,149	Closed	-$532K	–	371
2015 Q3	$532K	Buy	+1,149	New	+$75.3K	0.38%	40

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.