Summit Financial, LLC’s Jpmorgan Chase & Co Position
Does Summit Financial, LLC own Jpmorgan Chase & Co (JPM)? Yes — 196.2K shares worth $58M (+0.74% of its 13F portfolio) as of Q1 2026, up from 188.3K shares the prior filed quarter.
Position Value
$58M
Q1 2026
Shares
196.2K
% of Portfolio
+0.74%
Quarters Held
29
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 196.2K | $58M | +0.74% |
| Q4 2025 | 188.3K | $61M | +0.89% |
| Q3 2025 | 188.0K | $59M | +0.90% |
| Q2 2025 | 166.7K | $48M | +1.09% |
| Q1 2025 | 123.5K | $30M | +0.85% |
| Q4 2024 | 94.3K | $23M | +0.79% |
| Q3 2024 | 87.1K | $18M | +0.72% |
| Q2 2024 | 73.9K | $15M | +0.68% |
| Q1 2024 | 39.0K | $8M | +0.46% |
| Q4 2023 | 44.3K | $8M | +0.49% |
| Q3 2023 | 43.3K | $6M | +0.46% |
| Q2 2023 | 34.8K | $5M | +0.37% |
| Q1 2023 | 28.2K | $4M | +0.32% |
| Q4 2022 | 27.9K | $4M | +0.35% |
| Q3 2022 | 33.7K | $3.5B | +0.33% |
| Q2 2022 | 30.7K | $3.5B | +0.32% |
| Q1 2022 | 31.3K | $4.3B | +0.33% |
| Q4 2021 | 25.0K | $4.0B | +0.30% |
| Q3 2021 | 19.8K | $3.2B | +0.28% |
| Q2 2021 | 12.4K | $1.9B | +0.19% |
| Q1 2021 | 5.3K | $813M | +0.11% |
| Q4 2020 | 5.3K | $679M | +0.10% |
| Q3 2020 | 5.3K | $514M | +0.09% |
| Q2 2020 | 5.3K | $503M | +0.09% |
| Q1 2020 | 5.6K | $504M | +0.11% |
| Q4 2019 | 5.6K | $780M | +0.13% |
| Q2 2019 | 5.6K | $628M | +0.11% |
| Q1 2019 | 5.6K | $568M | +0.10% |
| Q4 2018 | 5.6K | $548M | +0.11% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Summit Financial, LLC’s full portfolio or all institutional holders of JPM.