Summit Wealth & Retirement Planning
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Summit Wealth & Retirement Planning’s JPMorgan Chase JPM Stock Holding History

Summit Wealth & Retirement Planning’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
Q3 		$2.67M Buy
8,072
+70
+0.9% +$24.5K 0.54% 29
2026
Q2 		$2.62M Sell
8,002
-100
-1% -$31.1K 0.56% 27
2026
Q1 		$2.38M Buy
8,102
+25
+0.3% +$7.59K 0.57% 26
2025
Q4 		$2.6M Sell
8,077
-143
-2% -$44.3K 0.61% 24
2025
Q3 		$2.59M Hold
8,220
– – 0.64% 23
2025
Q2 		$2.38M Hold
8,220
– – 0.64% 21
2025
Q1 		$2.02M Buy
8,220
+354
+5% +$90.2K 0.62% 22
2024
Q4 		$1.89M Hold
7,866
– – 0.58% 22
2024
Q3 		$1.66M Sell
7,866
-467
-6% -$98.4K 0.53% 22
2024
Q2 		$1.69M Sell
8,333
-80
-1% -$15.6K 0.57% 21
2024
Q1 		$1.69M Sell
8,413
-754
-8% -$136K 0.6% 21
2023
Q4 		$1.56M Sell
9,167
-53
-0.6% -$8.03K 0.66% 20
2023
Q3 		$1.34M Sell
9,220
-467
-5% -$70K 0.54% 24
2023
Q2 		$1.41M Sell
9,687
-2,211
-19% -$304K 0.55% 24
2023
Q1 		$1.55M Sell
11,898
-2,262
-16% -$310K 0.58% 25
2022
Q4 		$1.9M Buy
14,160
+1,469
+12% +$186K 0.77% 25
2022
Q3 		$1.33M Hold
12,691
– – 0.53% 33
2022
Q2 		$1.43M Buy
12,691
+553
+5% +$68.5K 0.55% 34
2022
Q1 		$1.66M Buy
12,138
+4,604
+61% +$680K 0.58% 32
2021
Q4 		$1.19M Buy
7,534
+4,975
+194% +$817K 0.41% 36
2021
Q3 		$419K Buy
2,559
+258
+11% +$40.4K 0.15% 67
2021
Q2 		$358K Sell
2,301
-49
-2% -$7.7K 0.13% 68
2021
Q1 		$358K Hold
2,350
– – 0.13% 78
2020
Q4 		$299K Sell
2,350
-210
-8% -$23.5K 0.11% 96
2020
Q3 		$246K Sell
2,560
-1,104
-30% -$108K 0.11% 95
2020
Q2 		$345K Sell
3,664
-210
-5% -$19.9K 0.16% 89
2020
Q1 		$349K Sell
3,874
-441
-10% -$53.6K 0.19% 84
2019
Q4 		$602K Buy
4,315
+225
+6% +$28.9K 0.27% 75
2019
Q3 		$481K Sell
4,090
-12,907
-76% -$1.46M 0.29% 74
2019
Q2 		$1.9M Sell
16,997
-880
-5% -$97K 1.11% 20
2019
Q1 		$1.81M Sell
17,877
-513
-3% -$52.8K 1.08% 20
2018
Q4 		$1.8M Buy
+18,390
New +$1.96M 1.36% 15

Other funds holding JPM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Summit Wealth & Retirement Planning's JPM Position: Q3 2026 in Review

Summit Wealth & Retirement Planning increased its JPMorgan Chase (JPM) stake by 0.87% in Q3 2026, buying an estimated $24.5K and bringing the position to 8,072 shares worth $2.67M. The position accounts for 0.54% of the portfolio, ranked #29.

Summit Wealth & Retirement Planning first reported a position in JPM in Q4 2018 and has held it in 32 quarters since. 4,147 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Summit Wealth & Retirement Planning held 8,072 shares of JPMorgan Chase worth $2.67M as of Q3 2026.
  • Summit Wealth & Retirement Planning bought 70 JPMorgan Chase shares in Q3 2026, an estimated $24.5K.
  • JPMorgan Chase made up 0.54% of Summit Wealth & Retirement Planning's portfolio in Q3 2026, its #29 holding.
  • Summit Wealth & Retirement Planning first reported a position in JPMorgan Chase in Q4 2018 and has held it in 32 quarters since.
  • 4,147 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q3 2026, filed 12 Nov 2026.