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Summit Trail Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.8M | Buy |
113,250
+14,131
| +14% | +$4.1M | 0.56% | 30 |
|
|
2025
Q1 | $24.3M | Buy |
99,119
+9,397
| +10% | +$2.31M | 0.8% | 16 |
|
|
2024
Q4 | $21.5M | Buy |
89,722
+10,879
| +14% | +$2.61M | 0.79% | 17 |
|
|
2024
Q3 | $16.6M | Buy |
78,843
+6,099
| +8% | +$1.29M | 0.41% | 31 |
|
|
2024
Q2 | $14.7M | Buy |
72,744
+29,392
| +68% | +$5.94M | 0.39% | 34 |
|
|
2024
Q1 | $8.68M | Buy |
43,352
+11,813
| +37% | +$2.37M | 0.23% | 45 |
|
|
2023
Q4 | $5.36M | Sell |
31,539
-7,575
| -19% | -$1.29M | 0.18% | 49 |
|
|
2023
Q3 | $5.67M | Sell |
39,114
-681
| -2% | -$98.8K | 0.21% | 46 |
|
|
2023
Q2 | $5.79M | Buy |
39,795
+10,048
| +34% | +$1.46M | 0.22% | 49 |
|
|
2023
Q1 | $3.88M | Buy |
29,747
+5,297
| +22% | +$690K | 0.16% | 59 |
|
|
2022
Q4 | $3.28M | Buy |
24,450
+667
| +3% | +$89.4K | 0.15% | 55 |
|
|
2022
Q3 | $2.49M | Sell |
23,783
-1,196
| -5% | -$125K | 0.13% | 61 |
|
|
2022
Q2 | $2.81M | Buy |
24,979
+4,685
| +23% | +$528K | 0.17% | 61 |
|
|
2022
Q1 | $2.77M | Buy |
20,294
+2,871
| +16% | +$391K | 0.22% | 59 |
|
|
2021
Q4 | $2.76M | Buy |
17,423
+2,823
| +19% | +$447K | 0.18% | 77 |
|
|
2021
Q3 | $2.39M | Buy |
14,600
+1,006
| +7% | +$165K | 0.18% | 71 |
|
|
2021
Q2 | $2.11M | Sell |
13,594
-157
| -1% | -$24.4K | 0.19% | 66 |
|
|
2021
Q1 | $2.09M | Buy |
13,751
+671
| +5% | +$102K | 0.23% | 55 |
|
|
2020
Q4 | $1.66M | Buy |
+13,080
| New | +$1.66M | 0.21% | 52 |
|
|
2020
Q3 | – | Sell |
-12,642
| Closed | -$1.19M | – | 221 |
|
|
2020
Q2 | $1.19M | Sell |
12,642
-37
| -0.3% | -$3.48K | 0.22% | 45 |
|
|
2020
Q1 | $1.14M | Buy |
12,679
+109
| +0.9% | +$9.82K | 0.31% | 40 |
|
|
2019
Q4 | $1.75M | Buy |
12,570
+1,333
| +12% | +$186K | 1.02% | 23 |
|
|
2019
Q3 | $1.32M | Buy |
11,237
+1,697
| +18% | +$200K | 0.47% | 29 |
|
|
2019
Q2 | $1.07M | Sell |
9,540
-2,288
| -19% | -$256K | 0.47% | 29 |
|
|
2019
Q1 | $1.2M | Sell |
11,828
-22,662
| -66% | -$2.29M | 0.52% | 27 |
|
|
2018
Q4 | $3.37M | Sell |
34,490
-58,512
| -63% | -$5.71M | 1.19% | 20 |
|
|
2018
Q3 | $10.5M | Buy |
93,002
+50,013
| +116% | +$5.64M | 2.32% | 11 |
|
|
2018
Q2 | $4.48M | Sell |
42,989
-49,872
| -54% | -$5.2M | 1.57% | 12 |
|
|
2018
Q1 | $6.91M | Buy |
92,861
+25,269
| +37% | +$1.88M | 1.17% | 13 |
|
|
2017
Q4 | $7.73M | Buy |
+67,592
| New | +$7.73M | 0.98% | 15 |
|