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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
Q1 		$1.44M Buy
4,879
+1,815
+59% +$551K 0.15% 87
2025
Q4 		$987K Buy
+3,064
New +$949K 0.13% 99
2025
Q3 		– Sell
-2,826
Closed -$819K – 380
2025
Q2 		$819K Buy
+2,826
New +$721K 0.21% 102

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 Wealth Group (Colorado)'s JPM Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its JPMorgan Chase (JPM) stake by 59% in Q1 2026, buying an estimated $551K and bringing the position to 4,879 shares worth $1.44M. The position accounts for 0.15% of the portfolio, ranked #87.

Summit Wealth Group (Colorado) first reported a position in JPM in Q2 2025 and has held it in 3 quarters since. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Summit Wealth Group (Colorado) held 4,879 shares of JPMorgan Chase worth $1.44M as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 1,815 JPMorgan Chase shares in Q1 2026, an estimated $551K.
  • JPMorgan Chase made up 0.15% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #87 holding.
  • Summit Wealth Group (Colorado) first reported a position in JPMorgan Chase in Q2 2025 and has held it in 3 quarters since.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.