SL
Summitry LLC’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $878K | Buy |
3,029
+190
| +7% | +$55.1K | 0.04% | 64 |
|
|
2025
Q1 | $696K | Buy |
2,839
+40
| +1% | +$9.81K | 0.04% | 65 |
|
|
2024
Q4 | $671K | Sell |
2,799
-717
| -20% | -$172K | 0.03% | 66 |
|
|
2024
Q3 | $741K | Buy |
3,516
+872
| +33% | +$184K | 0.04% | 67 |
|
|
2024
Q2 | $535K | Sell |
2,644
-491
| -16% | -$99.3K | 0.03% | 65 |
|
|
2024
Q1 | $628K | Buy |
3,135
+372
| +13% | +$74.5K | 0.03% | 62 |
|
|
2023
Q4 | $470K | Buy |
2,763
+42
| +2% | +$7.14K | 0.03% | 70 |
|
|
2023
Q3 | $395K | Hold |
2,721
| – | – | 0.03% | 69 |
|
|
2023
Q2 | $396K | Hold |
2,721
| – | – | 0.03% | 69 |
|
|
2023
Q1 | $355K | Sell |
2,721
-262
| -9% | -$34.1K | 0.02% | 73 |
|
|
2022
Q4 | $400K | Buy |
2,983
+173
| +6% | +$23.2K | 0.03% | 75 |
|
|
2022
Q3 | $294K | Buy |
+2,810
| New | +$294K | 0.02% | 79 |
|
|
2022
Q2 | – | Sell |
-1,854
| Closed | -$253K | – | 85 |
|
|
2022
Q1 | $253K | Sell |
1,854
-1,229
| -40% | -$168K | 0.02% | 79 |
|
|
2021
Q4 | $488K | Buy |
+3,083
| New | +$488K | 0.03% | 66 |
|
|
2021
Q2 | – | Sell |
-3,635
| Closed | -$553K | – | 75 |
|
|
2021
Q1 | $553K | Sell |
3,635
-605
| -14% | -$92K | 0.04% | 67 |
|
|
2020
Q4 | $539K | Buy |
4,240
+33
| +0.8% | +$4.2K | 0.04% | 65 |
|
|
2020
Q3 | $405K | Buy |
4,207
+500
| +13% | +$48.1K | 0.03% | 70 |
|
|
2020
Q2 | $349K | Buy |
3,707
+32
| +0.9% | +$3.01K | 0.03% | 73 |
|
|
2020
Q1 | $331K | Buy |
3,675
+2,000
| +119% | +$180K | 0.03% | 73 |
|
|
2019
Q4 | $233K | Buy |
+1,675
| New | +$233K | 0.02% | 75 |
|
|
2019
Q3 | – | Sell |
-1,818
| Closed | -$203K | – | 87 |
|
|
2019
Q2 | $203K | Sell |
1,818
-367
| -17% | -$41K | 0.02% | 85 |
|
|
2019
Q1 | $221K | Buy |
+2,185
| New | +$221K | 0.02% | 79 |
|
|
2017
Q4 | – | Sell |
-3,496
| Closed | -$334K | – | 83 |
|
|
2017
Q3 | $334K | Buy |
+3,496
| New | +$334K | 0.03% | 72 |
|