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 Q2	–	Sell	-15,938	Closed	-$4.69M	–	902
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

SummitTX Capital's JPM Position: Q2 2026 in Review

SummitTX Capital sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 15,938 shares — an estimated $4.69M sold.

SummitTX Capital first reported a position in JPM in Q1 2025 and held it in 4 quarters. The position peaked at $4.69M in Q1 2026. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

SummitTX Capital reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
SummitTX Capital sold 15,938 JPMorgan Chase shares in Q2 2026, an estimated $4.69M.
SummitTX Capital first reported a position in JPMorgan Chase in Q1 2025 and held it in 4 quarters.
SummitTX Capital's JPMorgan Chase position peaked at $4.69M in Q1 2026.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.