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Livermore
Livermore
ZHEN

Summit Wealth Partners, LLC

SEC CIK
0002033312
Latest filing
Aug 3, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Summit Wealth Partners, 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)
14,767
Value
$4.83M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of JPM by Summit Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,767$4.83M0.7%+21+0.1%AddedHolders
Q1 202614,746$4.34M0.7%+10,400+239.3%AddedHolders
Q4 20254,346$1.40M0.3%+10.0%AddedHolders
Q3 20254,345$1.37M0.2%+10.0%AddedHolders
Q2 20254,344$1.26M0.2%−320−6.9%ReducedHolders
Q1 20254,664$1.14M0.2%+53+1.1%AddedHolders
Q4 20244,611$1.11M0.2%−1,012−18.0%ReducedHolders
Q3 20245,623$1.19M0.2%+297+5.6%AddedHolders
Q2 20245,326$1.08M0.2%+20.0%AddedHolders
Q1 20245,324$1.07M0.2%+10.0%AddedHolders
Q4 20235,323$905.5K0.2%−1,901−26.3%ReducedHolders
Q3 20237,224$1.05M0.3%+323+4.7%AddedHolders
Q2 20236,901$1.00M0.3%−33−0.5%ReducedHolders
Q1 20236,934$903.6K0.2%+2,033+41.5%AddedHolders
Q4 20224,901$657.2K0.2%+7+0.1%AddedHolders
Q3 20224,894$511.4K0.1%00.0%UnchangedHolders
Q2 20224,894$551.1K0.1%+3,100+172.8%AddedHolders
Q1 20221,794$244.6K0.1%00.0%UnchangedHolders
Q4 20211,794$284.1K0.1%+105+6.2%AddedHolders
Q3 20211,689$276.5K0.1%+15+0.9%AddedHolders
Q2 20211,674$260.4K0.1%00.0%UnchangedHolders
Q1 20211,674$254.8K0.1%––Holders

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