Summit Financial, LLC Jpmorgan Chase & CO Transaction History

Summit Financial, LLC

$2.83 Billion
Q4 2024

A detailed history of Summit Financial, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Summit Financial, LLC holds 94,276 shares of JPM stock, worth $24.6 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

94,276

Previous 87,109 8.23%

Holding current value

$24.6 Million

Previous $18.4 Million 23.08%

% of portfolio

0.8%

Previous 0.72%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$205.18 - $250.29 $1.47 Million - $1.79 Million	7,167 Added 8.23%	94,276 $22.6 Million
Q3 2024 Nov 12, 2024	BUY	$194.9 - $224.8 $2.56 Million - $2.96 Million	13,160 Added 17.8%	87,109 $18.4 Million
Q2 2024 Jul 31, 2024	BUY	$180.08 - $204.79 $6.3 Million - $7.17 Million	34,990 Added 89.81%	73,949 $15 Million
Q1 2024 Apr 24, 2024	SELL	$167.09 - $200.3 $889,921 - $1.07 Million	-5,326 Reduced 12.03%	38,959 $7.8 Million
Q4 2023 Feb 05, 2024	BUY	$135.69 - $170.3 $133,518 - $167,575	984 Added 2.27%	44,285 $7.53 Million
Q3 2023 Nov 07, 2023	BUY	$143.21 - $158.0 $1.22 Million - $1.34 Million	8,512 Added 24.47%	43,301 $6.28 Million
Q2 2023 Aug 11, 2023	BUY	$127.47 - $145.44 $835,820 - $953,650	6,557 Added 23.23%	34,789 $5.06 Million
Q1 2023 May 03, 2023	BUY	$124.91 - $143.8 $47,215 - $54,356	378 Added 1.36%	28,232 $3.68 Million
Q4 2022 Feb 07, 2023	SELL	$101.96 - $137.84 $600,544 - $811,877	-5,890 Reduced 17.45%	27,854 $3.74 Million
Q3 2022 Nov 15, 2022	BUY	$20.73 - $120.58 $63,226 - $367,769	3,050 Added 9.94%	33,744 $3.53 Billion
Q2 2022 Aug 12, 2022	SELL	$112.61 - $135.91 $64,187 - $77,468	-570 Reduced 1.82%	30,694 $3.46 Million
Q1 2022 May 10, 2022	BUY	$128.3 - $168.44 $807,905 - $1.06 Million	6,297 Added 25.22%	31,264 $4.26 Million
Q4 2021 Feb 07, 2022	BUY	$153.94 - $171.78 $798,948 - $891,538	5,190 Added 26.24%	24,967 $3.95 Million
Q3 2021 Nov 08, 2021	BUY	$146.97 - $166.98 $1.08 Million - $1.23 Million	7,369 Added 59.39%	19,777 $3.24 Million
Q2 2021 Aug 06, 2021	BUY	$147.37 - $166.44 $1.04 Million - $1.18 Million	7,065 Added 132.23%	12,408 $1.93 Million
Q2 2020 Aug 12, 2020	SELL	$84.03 - $113.45 $21,259 - $28,702	-253 Reduced 4.52%	5,343 $502,000
Q4 2019 Feb 11, 2020	BUY	$111.82 - $139.4 $625,744 - $780,082	5,596 New	5,596 $780,000
Q3 2019 Nov 04, 2019	SELL	$104.8 - $120.23 $588,242 - $674,850	-5,613 Closed	0 $0
Q4 2018 Feb 08, 2019	BUY	$92.14 - $115.32 $517,181 - $647,291	5,613 New	5,613 $547,000

Others Institutions Holding JPM

# of Institutions

5,048

Shares Held

2.01B

Call Options Held

28.9M

Put Options Held

31.4M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $767B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

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Summit Financial, LLC Jpmorgan Chase & CO Transaction History