A detailed history of Summit Financial, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Summit Financial, LLC holds 87,109 shares of JPM stock, worth $20.8 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
87,109
Previous 73,949 17.8%
Holding current value
$20.8 Million
Previous $15 Million 22.76%
% of portfolio
0.72%
Previous 0.69%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $699B
  • 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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