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Livermore
Livermore
ZHEN

Summit Asset Management, LLC

SEC CIK
0001509974
Latest filing
Aug 6, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Summit Asset Management, 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)
11,656
Value
$3.82M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of JPM by Summit Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,656$3.82M0.5%+68+0.6%AddedHolders
Q1 202611,588$3.41M0.5%−19−0.2%ReducedHolders
Q4 202511,607$3.74M0.5%+12+0.1%AddedHolders
Q3 202511,595$3.66M0.6%00.0%UnchangedHolders
Q2 202511,595$3.36M0.5%+1,137+10.9%AddedHolders
Q1 202510,458$2.57M0.4%+1,300+14.2%AddedHolders
Q4 20249,158$2.20M0.4%+200+2.2%AddedHolders
Q3 20248,958$1.89M0.4%+1,200+15.5%AddedHolders
Q2 20247,758$1.57M0.3%+1,750+29.1%AddedHolders
Q1 20246,008$1.20M0.3%−30.0%ReducedHolders
Q4 20236,011$1.02M0.2%−145−2.4%ReducedHolders
Q3 20236,156$892.7K0.2%+300+5.1%AddedHolders
Q2 20235,856$851.7K0.2%−229−3.8%ReducedHolders
Q1 20236,085$792.9K0.2%+500+9.0%AddedHolders
Q4 20225,585$748.9K0.2%+230+4.3%AddedHolders
Q3 20225,355$560.0K0.2%+115+2.2%AddedHolders
Q2 20225,240$590.0K0.2%+100+1.9%AddedHolders
Q1 20225,140$701.0K0.2%+145+2.9%AddedHolders
Q4 20214,995$791.0K0.2%+605+13.8%AddedHolders
Q3 20214,390$719.0K0.2%+86+2.0%AddedHolders
Q2 20214,304$669.0K0.2%+100+2.4%AddedHolders
Q1 20214,204$640.0K0.2%––Holders

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