Stone Summit Wealth LLC’s Jpmorgan Chase & Co Position
Does Stone Summit Wealth LLC own Jpmorgan Chase & Co (JPM)? Yes — 28.2K shares worth $8M (+2.31% of its 13F portfolio) as of Q1 2026, down from 29.9K shares the prior filed quarter.
Position Value
$8M
Q1 2026
Shares
28.2K
% of Portfolio
+2.31%
Quarters Held
18
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 28.2K | $8M | +2.31% |
| Q4 2025 | 29.9K | $10M | +2.62% |
| Q3 2025 | 31.0K | $10M | +2.77% |
| Q2 2025 | 30.4K | $9M | +2.73% |
| Q1 2025 | 30.8K | $8M | +2.56% |
| Q4 2024 | 31.1K | $7M | +2.50% |
| Q3 2024 | 32.2K | $7M | +2.19% |
| Q2 2024 | 33.2K | $7M | +2.41% |
| Q1 2024 | 34.0K | $7M | +2.37% |
| Q4 2023 | 35.6K | $6M | +2.32% |
| Q3 2023 | 37.3K | $5M | +2.32% |
| Q2 2023 | 37.9K | $6M | +2.29% |
| Q1 2023 | 38.1K | $5M | +2.21% |
| Q4 2022 | 39.5K | $5M | +2.60% |
| Q3 2022 | 36.5K | $4M | +2.34% |
| Q2 2022 | 34.0K | $4M | +2.29% |
| Q1 2022 | 33.7K | $5M | +2.55% |
| Q4 2021 | 21.7K | $3M | +2.79% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stone Summit Wealth LLC’s full portfolio or all institutional holders of JPM.