Summit Financial Group, Inc. Jpmorgan Chase & CO Transaction History

Summit Financial Group, Inc.

$279 Million
Q1 2024

A detailed history of Summit Financial Group, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Summit Financial Group, Inc. holds 13,531 shares of JPM stock, worth $2.87 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

13,531

Previous 13,381 1.12%

Holding current value

$2.87 Million

Previous $2.28 Million 19.07%

% of portfolio

0.97%

Previous 0.88%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 05, 2024	BUY	$167.09 - $200.3 $25,063 - $30,045	150 Added 1.12%	13,531 $2.71 Million
Q4 2023 Jan 12, 2024	SELL	$135.69 - $170.3 $16,418 - $20,606	-121 Reduced 0.9%	13,381 $2.28 Million
Q3 2023 Oct 17, 2023	SELL	$143.21 - $158.0 $95,950 - $105,860	-670 Reduced 4.73%	13,502 $1.96 Million
Q2 2023 Jul 13, 2023	SELL	$127.47 - $145.44 $1,274 - $1,454	-10 Reduced 0.07%	14,172 $2.06 Million
Q1 2023 Apr 11, 2023	SELL	$124.91 - $143.8 $13,115 - $15,099	-105 Reduced 0.73%	14,182 $1.85 Million
Q3 2022 Oct 12, 2022	SELL	$20.73 - $120.58 $10,530 - $61,254	-508 Reduced 3.43%	14,287 $1.49 Million
Q2 2022 Jul 07, 2022	SELL	$112.61 - $135.91 $1,689 - $2,038	-15 Reduced 0.1%	14,795 $1.67 Million
Q1 2022 Apr 08, 2022	BUY	$128.3 - $168.44 $69,282 - $90,957	540 Added 3.78%	14,810 $2.02 Million
Q4 2021 Jan 10, 2022	SELL	$153.94 - $171.78 $203,046 - $226,577	-1,319 Reduced 8.46%	14,270 $2.26 Million
Q3 2021 Oct 08, 2021	BUY	$146.97 - $166.98 $480,150 - $545,523	3,267 Added 26.51%	15,589 $2.55 Million
Q2 2021 Jul 06, 2021	BUY	$147.37 - $166.44 $242,571 - $273,960	1,646 Added 15.42%	12,322 $1.92 Million
Q1 2021 Apr 07, 2021	BUY	$125.65 - $157.65 $74,761 - $93,801	595 Added 5.9%	10,676 $1.63 Million
Q4 2020 Jan 07, 2021	SELL	$96.54 - $127.07 $4,827 - $6,353	-50 Reduced 0.49%	10,081 $1.28 Million
Q1 2020 Apr 03, 2020	SELL	$79.03 - $141.09 $1,580 - $2,821	-20 Reduced 0.2%	10,131 $912,000
Q4 2019 Jan 06, 2020	SELL	$111.82 - $139.4 $29,408 - $36,662	-263 Reduced 2.53%	10,151 $1.42 Million
Q3 2019 Oct 09, 2019	BUY	$104.8 - $120.23 $36,156 - $41,479	345 Added 3.43%	10,414 $1.23 Million
Q2 2019 Jul 03, 2019	SELL	$104.64 - $116.12 $10,464 - $11,612	-100 Reduced 0.98%	10,069 $1.13 Million
Q4 2018 Jan 04, 2019	SELL	$92.14 - $115.32 $3,409 - $4,266	-37 Reduced 0.36%	10,169 $993,000
Q3 2018 Oct 03, 2018	SELL	$103.61 - $118.63 $34,709 - $39,741	-335 Reduced 3.18%	10,206 $1.15 Million
Q1 2018 Apr 04, 2018	BUY	$107.01 - $118.77 $205,459 - $228,038	1,920 Added 22.27%	10,541 $1.16 Million
Q4 2017 Jan 04, 2018	SELL	$95.86 - $107.83 $49,080 - $55,208	-512 Reduced 5.61%	8,621 $922,000
Q3 2017 Oct 10, 2017	BUY	$88.42 - $95.51 $807,539 - $872,292	9,133	9,133 $872,000

Others Institutions Holding JPM

# of Institutions

4,527

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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 $623B
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 Group, Inc. Jpmorgan Chase & CO Transaction History