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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
2023
Q2 		– Sell
-600
Closed -$78K – 998
2023
Q1 		$78K Sell
600
-4,400
-88% -$603K 0.01% 341
2022
Q4 		$671K Hold
5,000
– – 0.03% 199
2022
Q3 		$523K Buy
+5,000
New +$574K 0.04% 239
2021
Q4 		– Sell
-475
Closed -$7.78M – 875
2021
Q3 		$7.78M Buy
475
+13
+3% +$2.04K 0.61% 33
2021
Q2 		$7.19M Buy
+462
New +$72.6K 0.59% 32
2021
Q1 		– Sell
-393
Closed -$4.99M – 671
2020
Q4 		$4.99M Sell
393
-38
-9% -$4.25K 0.42% 59
2020
Q3 		$4.15M Buy
431
+115
+36% +$11.3K 0.43% 46
2020
Q2 		$2.97M Sell
316
-394
-55% -$37.4K 0.37% 61
2020
Q1 		$6.39M Buy
+710
New +$86.3K 1.12% 24
2019
Q4 		– Sell
-45
Closed -$529K – 473
2019
Q3 		$529K Buy
+45
New +$5.09K 0.05% 185
2019
Q1 		– Sell
-234
Closed -$2.28M – 288
2018
Q4 		$2.28M Buy
+234
New +$24.9K 0.2% 75
2016
Q3 		– Sell
-200
Closed -$1K – 221
2016
Q2 		$1K Buy
+200
New +$12.5K ﹤0.01% 240
2016
Q1 		– Sell
-1,475
Closed -$8K – 243
2015
Q4 		$8K Buy
+1,475
New +$96K ﹤0.01% 244
2015
Q1 		– Sell
-2,278
Closed -$15K – 523
2014
Q4 		$15K Buy
2,278
+1,292
+131% +$77.7K ﹤0.01% 428
2014
Q3 		$2K Buy
986
+135
+16% +$7.89K ﹤0.01% 610
2014
Q2 		$9K Buy
+851
New +$47.8K ﹤0.01% 414
2014
Q1 		– Sell
-7,944
Closed -$96K – 497
2013
Q4 		$96K Buy
7,944
+5,778
+267% +$317K 0.02% 229
2013
Q3 		$18K Buy
+2,166
New +$116K 0.01% 235

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
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.