Summit X LLC’s JPMorgan Chase JPM Stock Holding History

Summit X LLC’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.3M	Sell	4,498 -240	-5%	-$69.6K	0.24%	76
2025 Q1	$1.16M	Buy	4,738 +58	+1%	+$14.2K	0.24%	80
2024 Q4	$1.12M	Buy	4,680 +155	+3%	+$37.2K	0.25%	75
2024 Q3	$915K	Sell	4,525 -1,442	-24%	-$292K	0.22%	88
2024 Q2	$1.22M	Buy	5,967 +1,929	+48%	+$395K	0.27%	74
2024 Q1	$810K	Buy	4,038 +118	+3%	+$23.7K	0.21%	92
2023 Q4	$667K	Sell	3,920 -288	-7%	-$49K	0.19%	98
2023 Q3	$611K	Sell	4,208 -11,267	-73%	-$1.63M	0.19%	93
2023 Q2	$2.25M	Buy	15,475 +844	+6%	+$123K	0.55%	31
2023 Q1	$1.91M	Sell	14,631 -124	-0.8%	-$16.2K	0.49%	37
2022 Q4	$1.7M	Buy	14,755 +423	+3%	+$48.9K	0.49%	45
2022 Q3	$1.5M	Sell	14,332 -426	-3%	-$44.6K	0.44%	50
2022 Q2	$1.66M	Buy	14,758 +3,279	+29%	+$369K	0.48%	46
2022 Q1	$1.57M	Sell	11,479 -691	-6%	-$94.3K	0.38%	54
2021 Q4	$1.93M	Buy	12,170 +134	+1%	+$21.2K	0.45%	46
2021 Q3	$1.97M	Buy	12,036 +33	+0.3%	+$5.4K	0.5%	45
2021 Q2	$1.87M	Sell	12,003 -382	-3%	-$59.5K	0.47%	50
2021 Q1	$1.89M	Sell	12,385 -32	-0.3%	-$4.87K	0.52%	46
2020 Q4	$1.58M	Buy	12,417 +111	+0.9%	+$14.2K	0.47%	50
2020 Q3	$9.53K	Sell	12,306 -96	-0.8%	-$74	0.16%	83
2020 Q2	$1.16M	Buy	12,402 +504	+4%	+$47K	0.43%	62
2020 Q1	$1.07M	Buy	11,898 +571	+5%	+$51.5K	0.5%	54
2019 Q4	$1.58M	Buy	11,327 +382	+3%	+$53.2K	0.59%	48
2019 Q3	$1.29M	Buy	10,945 +244	+2%	+$28.7K	0.52%	52
2019 Q2	$1.19M	Buy	10,701 +116	+1%	+$12.9K	0.49%	54
2019 Q1	$1.08M	Buy	10,585 +2,675	+34%	+$272K	0.46%	56
2018 Q4	$770K	Buy	7,910 +1,376	+21%	+$134K	0.44%	58
2018 Q3	$736K	Sell	6,534 -857	-12%	-$96.5K	0.36%	66
2018 Q2	$770K	Buy	7,391 +144	+2%	+$15K	0.43%	54
2018 Q1	$794K	Buy	7,247 +135	+2%	+$14.8K	0.48%	47
2017 Q4	$763K	Buy	7,112 +95	+1%	+$10.2K	0.48%	50
2017 Q3	$668K	Buy	7,017 +552	+9%	+$52.5K	0.44%	57
2017 Q2	$588K	Buy	+6,465	New	+$588K	0.42%	69