Summit Wealth & Retirement Planning’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$52.9K | 1.08% | 20 |
|
|
2018
Q4 | $1.79M | Buy |
+18,390
| New | +$1.96M | 1.36% | 15 |
|
Other funds holding JPM
VCM
VPM
