Summit Wealth Partners, LLC Jpmorgan Chase & CO Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

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 $1.38 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

5,623

Previous 5,326 5.58%

Holding current value

$1.38 Million

Previous $1.08 Billion 10.07%

% of portfolio

0.23%

Previous 0.22%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

4,613

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

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 $718B
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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Summit Wealth Partners, LLC Jpmorgan Chase & CO Transaction History