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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Summit Securities Group's JPM Position: Q2 2026 in Review

Summit Securities Group sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 1,573 shares — an estimated $463K sold.

Summit Securities Group first reported a position in JPM in Q2 2013 and held it in 46 quarters. The position peaked at $21.3M in Q4 2013. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Summit Securities Group reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
Summit Securities Group sold 1,573 JPMorgan Chase shares in Q2 2026, an estimated $463K.
Summit Securities Group first reported a position in JPMorgan Chase in Q2 2013 and held it in 46 quarters.
Summit Securities Group's JPMorgan Chase position peaked at $21.3M in Q4 2013.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.