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Livermore
Livermore
ZHEN

Summitry LLC

SEC CIK
0001280043
Latest filing
Jul 21, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Summitry LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
84,829
Value
$27.8M
% of portfolio
0.9%
Quarters held
19
Since Q1 2021
Holdings of JPM by Summitry LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202684,829$27.8M0.9%−360.0%ReducedHolders
Q1 202684,865$25.0M0.9%+80,617+1,897.8%AddedHolders
Q4 20254,248$1.37M0.1%+362+9.3%AddedHolders
Q3 20253,886$1.23M0.1%+857+28.3%AddedHolders
Q2 20253,029$878.1K<0.1%+190+6.7%AddedHolders
Q1 20252,839$696.4K<0.1%+40+1.4%AddedHolders
Q4 20242,799$670.9K<0.1%−717−20.4%ReducedHolders
Q3 20243,516$741.5K<0.1%+872+33.0%AddedHolders
Q2 20242,644$534.8K<0.1%−491−15.7%ReducedHolders
Q1 20243,135$627.9K<0.1%+372+13.5%AddedHolders
Q4 20232,763$470.0K<0.1%+42+1.5%AddedHolders
Q3 20232,721$394.6K<0.1%00.0%UnchangedHolders
Q2 20232,721$395.7K<0.1%00.0%UnchangedHolders
Q1 20232,721$354.6K<0.1%−262−8.8%ReducedHolders
Q4 20222,983$400.0K<0.1%+173+6.2%AddedHolders
Q3 20222,810$294.0K<0.1%+2,810NewHolders
Q2 20220$00.0%−1,854−100.0%Sold outHolders
Q1 20221,854$253.0K<0.1%−1,229−39.9%ReducedHolders
Q4 20213,083$488.0K<0.1%+3,083NewHolders
Q2 20210$00.0%−3,635−100.0%Sold outHolders
Q1 20213,635$553.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.