A detailed history of Summit Wealth Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 5,623 shares of JPM stock, worth $1.25 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
5,623
Previous 5,326 5.58%
Holding current value
$1.25 Million
Previous $1.08 Billion 10.07%
% of portfolio
0.23%
Previous 0.22%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$194.9 - $224.8 $57,885 - $66,765
297 Added 5.58%
5,623 $1.19 Billion
Q2 2024

Sep 11, 2024

BUY
$180.08 - $204.79 $360 - $409
2 Added 0.04%
5,326 $1.08 Billion
Q1 2024

Sep 11, 2024

BUY
$167.09 - $200.3 $167 - $200
1 Added 0.02%
5,324 $1.07 Billion
Q4 2023

Sep 11, 2024

SELL
$135.69 - $170.3 $257,946 - $323,740
-1,901 Reduced 26.32%
5,323 $905 Million
Q3 2023

Sep 11, 2024

BUY
$143.21 - $158.0 $46,256 - $51,034
323 Added 4.68%
7,224 $1.05 Billion
Q2 2023

Sep 11, 2024

SELL
$127.47 - $145.44 $4,206 - $4,799
-33 Reduced 0.48%
6,901 $1 Billion
Q1 2023

Sep 11, 2024

BUY
$124.91 - $143.8 $253,942 - $292,345
2,033 Added 41.48%
6,934 $904 Million
Q4 2022

Sep 11, 2024

BUY
$101.96 - $137.84 $713 - $964
7 Added 0.14%
4,901 $657 Million
Q2 2022

Sep 11, 2024

BUY
$112.61 - $135.91 $349,091 - $421,321
3,100 Added 172.8%
4,894 $551 Million
Q4 2021

Sep 10, 2024

BUY
$153.94 - $171.78 $16,163 - $18,036
105 Added 6.22%
1,794 $284 Million
Q3 2021

Sep 10, 2024

BUY
$146.97 - $166.98 $2,204 - $2,504
15 Added 0.9%
1,689 $276 Million
Q1 2021

Sep 10, 2024

BUY
$125.65 - $157.65 $1,507 - $1,891
12 Added 0.72%
1,674 $255 Million
Q4 2020

Sep 10, 2024

BUY
$96.54 - $127.07 $160,449 - $211,190
1,662 New
1,662 $211 Million
Q4 2019

Sep 09, 2024

BUY
$111.82 - $139.4 $202,617 - $252,592
1,812 New
1,812 $253 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $654B
  • 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 ...
More about JPM
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