Summit Wealth Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $807K | Buy |
2,782
+149
| +6% | +$43.2K | 0.21% | 49 |
|
|
2025
Q1 | $646K | Buy |
2,633
+539
| +26% | +$132K | 0.19% | 53 |
|
|
2024
Q4 | $502K | Sell |
2,094
-120
| -5% | -$28.8K | 0.15% | 57 |
|
|
2024
Q3 | $467K | Hold |
2,214
| – | – | 0.13% | 56 |
|
|
2024
Q2 | $448K | Buy |
2,214
+24
| +1% | +$4.86K | 0.13% | 57 |
|
|
2024
Q1 | $439K | Hold |
2,190
| – | – | 0.3% | 29 |
|
|
2023
Q4 | $373K | Sell |
2,190
-174
| -7% | -$29.6K | 0.29% | 27 |
|
|
2023
Q3 | $343K | Hold |
2,364
| – | – | 0.31% | 29 |
|
|
2023
Q2 | $344K | Sell |
2,364
-305,689
| -99% | -$44.5M | 0.14% | 56 |
|
|
2023
Q1 | $2K | Buy |
308,053
+305,689
| +12,931% | +$1.99K | 0.05% | 93 |
|
|
2022
Q4 | $317K | Buy |
2,364
+67
| +3% | +$8.98K | 0.33% | 26 |
|
|
2022
Q3 | $240K | Sell |
2,297
-26
| -1% | -$2.72K | 0.28% | 22 |
|
|
2022
Q2 | $262K | Sell |
2,323
-69
| -3% | -$7.78K | 0.31% | 21 |
|
|
2022
Q1 | $326K | Sell |
2,392
-798
| -25% | -$109K | 0.34% | 23 |
|
|
2021
Q4 | $505K | Sell |
3,190
-375
| -11% | -$59.4K | 0.58% | 20 |
|
|
2021
Q3 | $584K | Buy |
3,565
+136
| +4% | +$22.3K | 0.92% | 21 |
|
|
2021
Q2 | $533K | Buy |
3,429
+25
| +0.7% | +$3.89K | 0.79% | 13 |
|
|
2021
Q1 | $518K | Sell |
3,404
-14
| -0.4% | -$2.13K | 0.83% | 8 |
|
|
2020
Q4 | $434K | Hold |
3,418
| – | – | 0.27% | 32 |
|
|
2020
Q3 | $329K | Hold |
3,418
| – | – | 0.29% | 26 |
|
|
2020
Q2 | $321K | Buy |
3,418
+250
| +8% | +$23.5K | 0.29% | 26 |
|
|
2020
Q1 | $285K | Hold |
3,168
| – | – | 0.29% | 24 |
|
|
2019
Q4 | $442K | Buy |
+3,168
| New | +$442K | 0.42% | 20 |
|