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Summit Wealth Group’s JPMorgan Chase JPM Stock Holding History

Summit Wealth 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
2026
Q2 		$939K Buy
2,868
+1
+0% +$311 0.19% 55
2026
Q1 		$843K Sell
2,867
-91
-3% -$27.6K 0.19% 54
2025
Q4 		$953K Buy
2,958
+207
+8% +$64.1K 0.22% 51
2025
Q3 		$868K Sell
2,751
-31
-1% -$9.22K 0.21% 49
2025
Q2 		$807K Buy
2,782
+149
+6% +$38K 0.21% 49
2025
Q1 		$646K Buy
2,633
+539
+26% +$137K 0.19% 53
2024
Q4 		$502K Sell
2,094
-120
-5% -$27.9K 0.15% 57
2024
Q3 		$467K Hold
2,214
– – 0.13% 56
2024
Q2 		$448K Buy
2,214
+24
+1% +$4.69K 0.13% 57
2024
Q1 		$439K Hold
2,190
– – 0.3% 29
2023
Q4 		$373K Sell
2,190
-174
-7% -$26.4K 0.29% 27
2023
Q3 		$343K Hold
2,364
– – 0.31% 29
2023
Q2 		$344K Sell
2,364
-305,689
-99% -$42M 0.14% 56
2023
Q1 		$2K Buy
308,053
+305,689
+12,931% +$41.9M 0.05% 93
2022
Q4 		$317K Buy
2,364
+67
+3% +$8.49K 0.33% 26
2022
Q3 		$240K Sell
2,297
-26
-1% -$2.98K 0.28% 22
2022
Q2 		$262K Sell
2,323
-69
-3% -$8.55K 0.31% 21
2022
Q1 		$326K Sell
2,392
-798
-25% -$118K 0.34% 23
2021
Q4 		$505K Sell
3,190
-375
-11% -$61.6K 0.58% 20
2021
Q3 		$584K Buy
3,565
+136
+4% +$21.3K 0.92% 21
2021
Q2 		$533K Buy
3,429
+25
+0.7% +$3.93K 0.79% 13
2021
Q1 		$518K Sell
3,404
-14
-0.4% -$2.01K 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% +$23.7K 0.29% 26
2020
Q1 		$285K Hold
3,168
– – 0.29% 24
2019
Q4 		$442K Buy
+3,168
New +$406K 0.42% 20

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Summit Wealth Group's JPM Position: Q2 2026 in Review

Summit Wealth Group increased its JPMorgan Chase (JPM) stake by 0.03% in Q2 2026, buying an estimated $311 and bringing the position to 2,868 shares worth $939K. The position accounts for 0.19% of the portfolio, ranked #55.

Summit Wealth Group first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $953K in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Summit Wealth Group held 2,868 shares of JPMorgan Chase worth $939K as of Q2 2026.
  • Summit Wealth Group bought 1 JPMorgan Chase share in Q2 2026, an estimated $311.
  • JPMorgan Chase made up 0.19% of Summit Wealth Group's portfolio in Q2 2026, its #55 holding.
  • Summit Wealth Group first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Summit Wealth Group's JPMorgan Chase position peaked at $953K in Q4 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.