Ownership history in Summa Corp. · 9 quarters on record
This page tracks every 13F SEC filing in which Summa Corp. 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 | ADDED | 3,800 | +200 | +5.6% | 0.53% | $1.2M | $320.77 |
| 2025 Q3 | UNCHANGED | 3,600 | — | 0% | 0.50% | $1.1M | $312.49 |
| 2025 Q2 | REDUCED | 3,600 | -400 | -10.0% | 0.54% | $1.0M | $285.83 |
| 2025 Q1 | REDUCED | 4,000 | -133 | -3.2% | 0.57% | $981K | $240.37 |
As of 2025 Q4 — sorted by position size