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Disclosery

Summit Financial Strategies, Inc.: JPM position timeline

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

Summit Financial Strategies, Inc. held 10,318 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,318 shares
    Change vs previous 13F -10 shares

    0.24% of the 13F portfolio, value $3,413,342.

    13F-HR 0001172661-26-004530 filed by Summit Financial Strategies, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,328 shares
    Change vs previous 13F -272 shares

    0.24% of the 13F portfolio, value $3,380,504.

    13F-HR 0001172661-26-002788 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,600 shares
    Change vs previous 13F -154 shares

    0.25% of the 13F portfolio, value $3,118,058.

    13F-HR 0001172661-26-001585 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,754 shares
    Change vs previous 13F +543 shares

    0.28% of the 13F portfolio, value $3,465,112.

    13F-HR 0001172661-26-000321 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,211 shares
    Change vs previous 13F -291 shares

    0.28% of the 13F portfolio, value $3,220,969.

    13F-HR 0001172661-25-004368 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,502 shares
    Change vs previous 13F +131 shares

    0.28% of the 13F portfolio, value $3,044,739.

    13F-HR 0001172661-25-002643 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 10,371 shares
    Change vs previous 13F -132 shares

    0.26% of the 13F portfolio, value $2,544,095.

    13F-HR 0001172661-25-001645 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,503 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,517,761.

    13F-HR 0001172661-25-000296 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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