Summit Financial Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History

Summit Financial Wealth Advisors, LLC

  • $609 Million
  • Q3 2025

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 11,386 shares of JPM stock, worth $3.46 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
11,386
Previous 10,269 10.88%
Holding current value
$3.46 Million
Previous $2.98 Million 20.62%
% of portfolio
0.59%
Previous 0.55%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 03, 2025
BUY
$282.78 - $316.06 $315,865 - $353,039
1,117 Added 10.88%
11,386 $3.59 Million
Q2 2025

Sep 29, 2025
BUY
$210.28 - $289.91 $150,139 - $206,995
714 Added 7.47%
10,269 $2.98 Million
Q1 2025

May 14, 2025
BUY
$225.19 - $279.95 $4,728 - $5,878
21 Added 0.22%
9,555 $2.34 Million
Q4 2024

Feb 13, 2025
SELL
$205.18 - $250.29 $9,233 - $11,263
-45 Reduced 0.47%
9,534 $2.29 Million
Q3 2024

Nov 13, 2024
BUY
$194.9 - $224.8 $389 - $449
2 Added 0.02%
9,579 $2.02 Million
Q2 2024

Aug 12, 2024
BUY
$180.08 - $204.79 $12,065 - $13,720
67 Added 0.7%
9,577 $1.94 Million
Q1 2024

May 02, 2024
BUY
$167.09 - $200.3 $6,182 - $7,411
37 Added 0.39%
9,510 $1.9 Million
Q4 2023

Jan 19, 2024
BUY
$135.69 - $170.3 $39,892 - $50,068
294 Added 3.2%
9,473 $1.61 Million
Q3 2023

Nov 13, 2023
BUY
$143.21 - $158.0 $104,400 - $115,182
729 Added 8.63%
9,179 $1.33 Million
Q2 2023

Jul 12, 2023
SELL
$127.47 - $145.44 $52,262 - $59,630
-410 Reduced 4.63%
8,450 $1.23 Million
Q1 2023

Apr 10, 2023
BUY
$124.91 - $143.8 $13,365 - $15,386
107 Added 1.22%
8,860 $1.15 Million
Q4 2022

Jan 17, 2023
BUY
$101.96 - $137.84 $21,717 - $29,359
213 Added 2.49%
8,753 $0
Q3 2022

Oct 28, 2022
BUY
$20.73 - $120.58 $11,049 - $64,269
533 Added 6.66%
8,540 $1.06 Million
Q2 2022

Jul 26, 2022
BUY
$112.61 - $135.91 $59,683 - $72,032
530 Added 7.09%
8,007 $923,000
Q1 2022

May 06, 2022
SELL
$128.3 - $168.44 $85,447 - $112,181
-666 Reduced 8.18%
7,477 $1.02 Million
Q4 2021

Jan 12, 2022
BUY
$153.94 - $171.78 $8,620 - $9,619
56 Added 0.69%
8,143 $1.37 Million
Q3 2021

Nov 05, 2021
BUY
$146.97 - $166.98 $75,101 - $85,326
511 Added 6.74%
8,087 $1.32 Million
Q2 2021

Aug 09, 2021
SELL
$147.37 - $166.44 $126,148 - $142,472
-856 Reduced 10.15%
7,576 $1.18 Million
Q1 2021

Apr 23, 2021
SELL
$125.65 - $157.65 $256,451 - $321,763
-2,041 Reduced 19.49%
8,432 $1.07 Million
Q4 2020

Jan 11, 2021
BUY
$96.54 - $127.07 $119,516 - $157,312
1,238 Added 13.41%
10,473 $1.01 Million
Q3 2020

Nov 09, 2020
SELL
$91.28 - $103.82 $286,436 - $325,787
-3,138 Reduced 25.36%
9,235 $926,000
Q2 2020

Jul 16, 2020
SELL
$84.03 - $113.45 $115,961 - $156,561
-1,380 Reduced 10.03%
12,373 $1.15 Million
Q1 2020

Apr 29, 2020
SELL
$79.03 - $141.09 $18,888 - $33,720
-239 Reduced 1.71%
13,753 $1.23 Million
Q4 2019

Jan 28, 2020
SELL
$111.82 - $139.4 $293,639 - $366,064
-2,626 Reduced 15.8%
13,992 $1.85 Million
Q3 2019

Nov 05, 2019
BUY
$104.8 - $120.23 $17,396 - $19,958
166 Added 1.01%
16,618 $1.93 Million
Q2 2019

Jul 16, 2019
BUY
$104.64 - $116.12 $95,954 - $106,482
917 Added 5.9%
16,452 $1.84 Million
Q1 2019

May 01, 2019
SELL
$97.11 - $107.19 $24,277 - $26,797
-250 Reduced 1.58%
15,535 $1.64 Million
Q4 2018

Feb 01, 2019
SELL
$92.14 - $115.32 $138,117 - $172,864
-1,499 Reduced 8.67%
15,785 $1.54 Million
Q3 2018

Oct 22, 2018
SELL
$103.61 - $118.63 $1.92 Million - $2.2 Million
-18,537 Reduced 51.75%
17,284 $1.84 Million
Q2 2018

Jul 06, 2018
SELL
$103.24 - $114.29 $108,092 - $119,661
-1,047 Reduced 2.84%
35,821 $3.94 Million
Q1 2018

Apr 09, 2018
BUY
$107.01 - $118.77 $2.41 Million - $2.68 Million
22,529 Added 157.12%
36,868 $4.05 Million
Q1 2018

Apr 06, 2018
SELL
$107.01 - $118.77 $1.83 Million - $2.03 Million
-17,095 Reduced 54.38%
14,339 $1.58 Million
Q4 2017

Feb 05, 2018
BUY
$95.86 - $107.83 $37,960 - $42,700
396 Added 1.28%
31,434 $3.36 Million
Q3 2017

Nov 06, 2017
SELL
$88.42 - $95.51 $287,983 - $311,076
-3,257 Reduced 9.5%
31,038 $2.96 Million
Q2 2017

Aug 14, 2017
BUY
N/A
34,295
34,295 $3.14 Million

Others Institutions Holding JPM

# of Institutions
5,341
Shares Held
2.09B
Call Options Held
28.7M
Put Options Held
30.3M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $892B
  • 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
Track This Portfolio

Track Summit Financial Wealth Advisors, LLC Portfolio

Follow Summit Financial Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email