Skip to main content
Livermore
Livermore
ZHEN

Summit Wealth Group, LLC

SEC CIK
0001802865
Latest filing
Aug 4, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Summit Wealth Group, 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)
2,868
Value
$938.8K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of JPM by Summit Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,868$938.8K0.2%+10.0%AddedHolders
Q1 20262,867$843.2K0.2%−91−3.1%ReducedHolders
Q4 20252,958$953.2K0.2%+207+7.5%AddedHolders
Q3 20252,751$867.6K0.2%−31−1.1%ReducedHolders
Q2 20252,782$807.0K0.2%+149+5.7%AddedHolders
Q1 20252,633$646.0K0.2%+539+25.7%AddedHolders
Q4 20242,094$502.0K0.1%−120−5.4%ReducedHolders
Q3 20242,214$467.0K0.1%00.0%UnchangedHolders
Q2 20242,214$448.0K0.1%+24+1.1%AddedHolders
Q1 20242,190$439.0K0.3%00.0%UnchangedHolders
Q4 20232,190$373.0K0.3%−174−7.4%ReducedHolders
Q3 20232,364$343.0K0.3%00.0%UnchangedHolders
Q2 20232,364$344.0K0.1%−305,689−99.2%ReducedHolders
Q1 2023308,053$2<0.1%+305,689+12,931.0%AddedHolders
Q4 20222,364$317.0K0.3%+67+2.9%AddedHolders
Q3 20222,297$240.0K0.3%−26−1.1%ReducedHolders
Q2 20222,323$262.0K0.3%−69−2.9%ReducedHolders
Q1 20222,392$326.0K0.3%−798−25.0%ReducedHolders
Q4 20213,190$505.0K0.6%−375−10.5%ReducedHolders
Q3 20213,565$584.0K0.9%+136+4.0%AddedHolders
Q2 20213,429$533.0K0.8%+25+0.7%AddedHolders
Q1 20213,404$518.0K0.8%––Holders

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