Skip to content
Disclosery

Summit Asset Management, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Asset Management, LLC on JPM, newest first. How the timeline and the estimate are built.

Summit Asset Management, LLC held 11,656 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,656 shares
    Change vs previous 13F +68 shares

    0.49% of the 13F portfolio, value $3,815,249.

    13F-HR 0001398344-26-013632 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,588 shares
    Change vs previous 13F -19 shares

    0.47% of the 13F portfolio, value $3,408,611.

    13F-HR 0001398344-26-008718 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,607 shares
    Change vs previous 13F +12 shares

    0.53% of the 13F portfolio, value $3,739,864.

    13F-HR 0001398344-26-002477 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,595 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $3,657,411.

    13F-HR 0001398344-25-020413 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 11,595 shares
    Change vs previous 13F +1,137 shares

    0.55% of the 13F portfolio, value $3,361,506.

    13F-HR 0001398344-25-014658 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,458 shares
    Change vs previous 13F +1,300 shares

    0.44% of the 13F portfolio, value $2,565,347.

    13F-HR 0001398344-25-008723 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,158 shares
    Change vs previous 13F +200 shares

    0.39% of the 13F portfolio, value $2,195,264.

    13F-HR 0001398344-25-001793 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,958 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,888,884.

    13F-HR 0001398344-24-020030 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).