JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 10,754 Value ($000) $3,465 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 10,211 Value ($000) $3,221 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 10,502 Value ($000) $3,045 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 10,371 Value ($000) $2,544 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 10,503 Value ($000) $2,518 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 10,734 Value ($000) $2,263 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 10,833 Value ($000) $2,191 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 11,220 Value ($000) $2,247 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 11,270 Value ($000) $1,917 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 11,171 Value ($000) $1,620 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 10,692 Value ($000) $1,555 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 10,496 Value ($000) $1,368 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 10,496 Value ($000) $1,408 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 15,915 Value ($000) $1,663 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 6,347 Value ($000) $715 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 6,347 Value ($000) $865 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 6,840 Value ($000) $1,083 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 6,978 Value ($000) $1,142 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 7,705 Value ($000) $1,198 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 5,719 Value ($000) $871 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 5,796 Value ($000) $736 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 5,719 Value ($000) $551 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 5,829 Value ($000) $548 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 5,700 Value ($000) $513 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 4,765 Value ($000) $664 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 3,132 Value ($000) $369 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 3,131 Value ($000) $350 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 3,342 Value ($000) $338 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 3,341 Value ($000) $326 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 3,371 Value ($000) $380 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 3,341 Value ($000) $348 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 3,376 Value ($000) $371 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 3,460 Value ($000) $370 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 3,490 Value ($000) $333 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 4,398 Value ($000) $402 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 3,919 Value ($000) $344 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 3,937 Value ($000) $340 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 3,628 Value ($000) $242 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 3,420 Value ($000) $213 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 3,420 Value ($000) $203 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 3,777 Value ($000) $249 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 4,451 Value ($000) $271 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 9,065 Value ($000) $614 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 3,737 Value ($000) $226 Avg Close $44.28 Range $40.58 - $47.07
Q4 2014
Shares 4,519 Value ($000) $283 Avg Close $44.70 Range $40.31 - $47.17