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Disclosery

Summit Financial, LLC: JPM position timeline

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

Summit Financial, LLC held 174,535 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 174,535 shares
    Change vs previous 13F -21,704 shares

    0.63% of the 13F portfolio, value $57,130,537.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 196,239 shares
    Change vs previous 13F +7,969 shares

    0.74% of the 13F portfolio, value $57,725,809.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 188,270 shares
    Change vs previous 13F +318 shares

    0.89% of the 13F portfolio, value $60,664,361.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 187,952 shares
    Change vs previous 13F +21,273 shares

    0.9% of the 13F portfolio, value $59,285,576.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 166,679 shares
    Change vs previous 13F +43,134 shares

    1.09% of the 13F portfolio, value $48,321,962.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 123,545 shares
    Change vs previous 13F +29,269 shares

    0.85% of the 13F portfolio, value $30,305,607.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 94,276 shares
    Change vs previous 13F +7,167 shares

    0.79% of the 13F portfolio, value $22,598,845.

    13F-HR 0001765536-25-000001 filed by Summit Financial, 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 87,109 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $18,367,762.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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