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SummitTX Capital’s JPMorgan Chase JPM Stock Holding History

SummitTX Capital’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
Q1 		$4.69M Buy
+15,938
New +$4.84M 0.15% 163
2025
Q4 		– Sell
-2,069
Closed -$653K – 838
2025
Q3 		$653K Sell
2,069
-31
-1% -$9.22K 0.03% 465
2025
Q2 		$609K Sell
2,100
-8,423
-80% -$2.15M 0.03% 473
2025
Q1 		$2.58M Buy
+10,523
New +$2.68M 0.11% 206

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SummitTX Capital's JPM Position: Q1 2026 in Review

SummitTX Capital opened a new position in JPMorgan Chase (JPM) in Q1 2026: 15,938 shares worth $4.69M. The stake represents 0.15% of the portfolio and ranks #163 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in JPM as recently as Q3 2025.

SummitTX Capital first reported a position in JPM in Q1 2025 and has held it in 4 quarters since. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • SummitTX Capital held 15,938 shares of JPMorgan Chase worth $4.69M as of Q1 2026.
  • JPMorgan Chase was a new SummitTX Capital position in Q1 2026.
  • JPMorgan Chase made up 0.15% of SummitTX Capital's portfolio in Q1 2026, its #163 holding.
  • SummitTX Capital first reported a position in JPMorgan Chase in Q1 2025 and has held it in 4 quarters since.
  • 5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.