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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Hold |
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|
2025
Q1 | $2.02M | Buy |
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|
2024
Q4 | $1.89M | Hold |
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|
2024
Q3 | $1.66M | Sell |
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|
2024
Q2 | $1.69M | Sell |
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|
2024
Q1 | $1.69M | Sell |
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|
2023
Q4 | $1.56M | Sell |
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|
2023
Q3 | $1.34M | Sell |
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|
2023
Q2 | $1.41M | Sell |
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|
2023
Q1 | $1.55M | Sell |
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|
2022
Q4 | $1.9M | Buy |
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|
2022
Q3 | $1.33M | Hold |
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|
2022
Q2 | $1.43M | Buy |
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|
2022
Q1 | $1.66M | Buy |
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|
2021
Q4 | $1.19M | Buy |
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|
2021
Q3 | $419K | Buy |
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|
2021
Q2 | $358K | Sell |
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|
2021
Q1 | $358K | Hold |
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|
2020
Q4 | $299K | Sell |
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|
2020
Q3 | $246K | Sell |
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|
2020
Q2 | $345K | Sell |
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|
2020
Q1 | $349K | Sell |
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|
2019
Q4 | $602K | Buy |
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|
2019
Q3 | $481K | Sell |
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|
2019
Q2 | $1.9M | Sell |
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|
2019
Q1 | $1.81M | Sell |
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|
2018
Q4 | $1.79M | Buy |
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