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Disclosery

Summit Global Investments: JPM position timeline

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

Summit Global Investments held 16,542 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,542 shares
    Change vs previous 13F -3,664 shares

    0.3% of the 13F portfolio, value $5,415,000.

    13F-HR 0001697953-26-000006 filed by Summit Global Investments
    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 20,206 shares
    Change vs previous 13F +643 shares

    0.35% of the 13F portfolio, value $5,944,000.

    13F-HR 0001697953-26-000005 filed by Summit Global Investments
    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 19,563 shares
    Change vs previous 13F +4,798 shares

    0.37% of the 13F portfolio, value $6,304,000.

    13F-HR 0001697953-26-000004 filed by Summit Global Investments
    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 14,765 shares
    Change vs previous 13F -23,859 shares

    0.27% of the 13F portfolio, value $4,657,000.

    13F-HR 0001697953-25-000008 filed by Summit Global Investments
    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 38,624 shares
    Change vs previous 13F +35,492 shares

    0.66% of the 13F portfolio, value $11,198,000.

    13F-HR 0001697953-25-000007 filed by Summit Global Investments
    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 3,132 shares
    Change vs previous 13F -5,939 shares

    0.06% of the 13F portfolio, value $768,000.

    13F-HR 0001697953-25-000003 filed by Summit Global Investments
    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 9,071 shares
    Change vs previous 13F -22,764 shares

    0.14% of the 13F portfolio, value $2,174,000.

    13F-HR 0001697953-25-000001 filed by Summit Global Investments
    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 31,835 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $6,713,000.

    13F-HR 0001697953-24-000005 filed by Summit Global Investments
    Filed (acceptance time not in the bulk data set), ingested

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