A detailed history of Summit Financial Strategies, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 10,734 shares of JPM stock, worth $2.67 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
10,734
Previous 10,833 0.91%
Holding current value
$2.67 Million
Previous $2.19 Million 3.24%
% of portfolio
0.28%
Previous 0.29%

Shares

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

Oct 16, 2024

SELL
$194.9 - $224.8 $19,295 - $22,255
-99 Reduced 0.91%
10,734 $2.26 Million
Q2 2024

Jul 19, 2024

SELL
$180.08 - $204.79 $69,690 - $79,253
-387 Reduced 3.45%
10,833 $2.19 Million
Q1 2024

May 09, 2024

SELL
$167.09 - $200.3 $8,354 - $10,015
-50 Reduced 0.44%
11,220 $2.25 Million
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $13,433 - $16,859
99 Added 0.89%
11,270 $1.92 Million
Q3 2023

Oct 24, 2023

BUY
$143.21 - $158.0 $68,597 - $75,682
479 Added 4.48%
11,171 $1.62 Million
Q2 2023

Jul 21, 2023

BUY
$127.47 - $145.44 $24,984 - $28,506
196 Added 1.87%
10,692 $1.56 Million
Q4 2022

Jan 20, 2023

SELL
$101.96 - $137.84 $552,521 - $746,954
-5,419 Reduced 34.05%
10,496 $0
Q3 2022

Oct 21, 2022

BUY
$20.73 - $120.58 $198,344 - $1.15 Million
9,568 Added 150.75%
15,915 $1.66 Million
Q1 2022

May 04, 2022

SELL
$128.3 - $168.44 $63,251 - $83,040
-493 Reduced 7.21%
6,347 $865,000
Q4 2021

Feb 03, 2022

SELL
$153.94 - $171.78 $21,243 - $23,705
-138 Reduced 1.98%
6,840 $1.08 Million
Q3 2021

Nov 10, 2021

SELL
$146.97 - $166.98 $106,847 - $121,394
-727 Reduced 9.44%
6,978 $1.14 Million
Q2 2021

Aug 11, 2021

BUY
$147.37 - $166.44 $292,676 - $330,549
1,986 Added 34.73%
7,705 $1.2 Million
Q1 2021

May 11, 2021

SELL
$125.65 - $157.65 $9,675 - $12,139
-77 Reduced 1.33%
5,719 $871,000
Q4 2020

Feb 05, 2021

BUY
$96.54 - $127.07 $7,433 - $9,784
77 Added 1.35%
5,796 $736,000
Q3 2020

Nov 16, 2020

SELL
$91.28 - $103.82 $10,040 - $11,420
-110 Reduced 1.89%
5,719 $551,000
Q2 2020

Jul 31, 2020

BUY
$84.03 - $113.45 $10,839 - $14,635
129 Added 2.26%
5,829 $548,000
Q1 2020

May 11, 2020

BUY
$79.03 - $141.09 $73,893 - $131,919
935 Added 19.62%
5,700 $513,000
Q4 2019

Feb 11, 2020

BUY
$111.82 - $139.4 $182,602 - $227,640
1,633 Added 52.14%
4,765 $664,000
Q3 2019

Nov 14, 2019

BUY
$104.8 - $120.23 $104 - $120
1 Added 0.03%
3,132 $369,000
Q2 2019

Aug 08, 2019

SELL
$104.64 - $116.12 $22,079 - $24,501
-211 Reduced 6.31%
3,131 $350,000
Q1 2019

May 14, 2019

BUY
$97.11 - $107.19 $97 - $107
1 Added 0.03%
3,342 $338,000
Q4 2018

Feb 06, 2019

SELL
$92.14 - $115.32 $2,764 - $3,459
-30 Reduced 0.89%
3,341 $326,000
Q3 2018

Nov 09, 2018

BUY
$103.61 - $118.63 $3,108 - $3,558
30 Added 0.9%
3,371 $380,000
Q2 2018

Aug 06, 2018

SELL
$103.24 - $114.29 $3,613 - $4,000
-35 Reduced 1.04%
3,341 $348,000
Q1 2018

May 14, 2018

SELL
$107.01 - $118.77 $8,988 - $9,976
-84 Reduced 2.43%
3,376 $371,000
Q4 2017

Jan 29, 2018

SELL
$95.86 - $107.83 $2,875 - $3,234
-30 Reduced 0.86%
3,460 $370,000
Q3 2017

Nov 09, 2017

BUY
$88.42 - $95.51 $308,585 - $333,329
3,490
3,490 $333,000

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 $729B
  • 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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