Summit Securities Group
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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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Summit Securities Group's JPM Position: Q3 2026 in Review

Summit Securities Group opened a new position in JPMorgan Chase (JPM) in Q3 2026: 120 shares worth $39.7K. The stake represents ﹤0.01% of the portfolio and ranks #609 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in JPM as recently as Q1 2026.

Summit Securities Group first reported a position in JPM in Q2 2013 and has held it in 47 quarters since. The position peaked at $21.3M in Q4 2013. 3,311 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Summit Securities Group held 120 shares of JPMorgan Chase worth $39.7K as of Q3 2026.
  • JPMorgan Chase was a new Summit Securities Group position in Q3 2026.
  • JPMorgan Chase made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #609 holding.
  • Summit Securities Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 47 quarters since.
  • Summit Securities Group's JPMorgan Chase position peaked at $21.3M in Q4 2013.
  • 3,311 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.