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Summit Financial Strategies, Inc. → JPM-PM
Summit Financial Strategies, Inc. JPM-PM Position History
JPM-PM
Quarters held
15
Latest value
$135.8M
Q3 2026
Peak value
$135.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.2M |
| Q3 2025 | $6M |
| Q3 2025 | $108.4M |
| Q4 2025 | $3.5M |
| Q4 2025 | $6.7M |
| Q4 2025 | $116M |
| Q1 2026 | $3.1M |
| Q1 2026 | $7.9M |
| Q1 2026 | $124.3M |
| Q2 2026 | $3.4M |
| Q2 2026 | $8.1M |
| Q2 2026 | $131.5M |
| Q3 2026 | $3.4M |
| Q3 2026 | $8.4M |
| Q3 2026 | $135.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $135.8M | 3.03M | — | — |
| Q3 2026 | $8.4M | 175.9K | — | — |
| Q3 2026 | $3.4M | 10.3K | — | — |
| Q2 2026 | $131.5M | 2.80M | — | — |
| Q2 2026 | $8.1M | 160.9K | — | — |
| Q2 2026 | $3.4M | 10.3K | — | — |
| Q1 2026 | $124.3M | 2.64M | — | — |
| Q1 2026 | $7.9M | 157.5K | — | — |
| Q1 2026 | $3.1M | 10.6K | — | — |
| Q4 2025 | $116M | 2.45M | — | — |
| Q4 2025 | $6.7M | 132.0K | — | — |
| Q4 2025 | $3.5M | 10.8K | — | — |
| Q3 2025 | $108.4M | 2.28M | — | — |
| Q3 2025 | $6M | 119.9K | — | — |
| Q3 2025 | $3.2M | 10.2K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B