Ownership history in Stone Summit Wealth LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Stone Summit Wealth LLC reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 29,930 | -1,073 | -3.5% | 2.62% | $9.6M | $320.77 |
| 2025 Q3 | ADDED | 31,003 | +579 | +1.9% | 2.77% | $9.8M | $312.49 |
| 2025 Q2 | REDUCED | 30,424 | -343 | -1.1% | 2.73% | $8.8M | $285.83 |
| 2025 Q1 | REDUCED | 30,767 | -334 | -1.1% | 2.56% | $7.5M | $240.37 |
| 2024 Q4 | REDUCED | 31,101 | -1,088 | -3.4% | 2.50% | $7.5M | $233.69 |
| 2024 Q3 | REDUCED | 32,189 | -992 | -3.0% | 2.19% | $6.8M | $204.31 |
| 2024 Q2 | REDUCED | 33,181 | -868 | -2.5% | 2.41% | $6.7M | $194.90 |
| 2024 Q1 | REDUCED | 34,049 | -1,591 | -4.5% | 2.37% | $6.8M | $191.89 |
| 2023 Q4 | REDUCED | 35,640 | -1,709 | -4.6% | 2.32% | $6.1M | $161.96 |
| 2023 Q3 | REDUCED | 37,349 | -594 | -1.6% | 2.32% | $5.4M | $137.07 |
As of 2025 Q4 — sorted by position size