Summit Wealth Group (Colorado)’s JPMorgan Chase JPM Stock Holding History

Summit Wealth Group (Colorado)’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
2026 Q2	$1.88M	Buy	5,743 +864	+18%	+$268K	0.16%	84
2026 Q1	$1.44M	Buy	4,879 +1,815	+59%	+$551K	0.15%	87
2025 Q4	$987K	Sell	3,064 -9,005	-75%	-$2.79M	0.13%	99
2025 Q3	$1.75M	Buy	12,069 +9,243	+327%	+$2.75M	0.19%	100
2025 Q2	$819K	Buy	+2,826	New	+$721K	0.21%	102

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 Wealth Group (Colorado)'s JPM Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its JPMorgan Chase (JPM) stake by 18% in Q2 2026, buying an estimated $268K and bringing the position to 5,743 shares worth $1.88M. The position accounts for 0.16% of the portfolio, ranked #84.

Summit Wealth Group (Colorado) first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Summit Wealth Group (Colorado) held 5,743 shares of JPMorgan Chase worth $1.88M as of Q2 2026.
Summit Wealth Group (Colorado) bought 864 JPMorgan Chase shares in Q2 2026, an estimated $268K.
JPMorgan Chase made up 0.16% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #84 holding.
Summit Wealth Group (Colorado) first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.