Summit Wealth Partners, LLC JPM — JPMORGAN CHASE & CO

Ownership history in Summit Wealth Partners, LLC  ·  8 quarters on record

AI Ownership Summary

Summit Wealth Partners, LLC reported JPMORGAN CHASE & CO (JPM) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.69% in 2026 Q1. The latest visible filing shows JPM at 0.69% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Summit Wealth Partners, LLC's position in JPMORGAN CHASE & CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JPM was reported at 0.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.69% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JPM stock page Summit Wealth Partners, LLC fund profile Summit Wealth Partners, LLC full holdings
How Summit Wealth Partners, LLC held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 14,746 +10,400 +239.3% 0.69% $4.3M 2026-04-17 $310.29
2025 Q4 ADDED — — — 4,346 +1 +0.0% 0.26% $1.4M 2026-01-27 $298.78
2025 Q3 ADDED — — — 4,345 +1 +0.0% 0.25% $1.4M 2025-10-21 $294.25
2025 Q2 REDUCED 6.9% +9.4% ❌ 4,344 -320 -6.9% 0.24% $1.3M 2025-08-11 $285.40
2025 Q1 ADDED — — — 4,664 +53 +1.1% 0.23% $1.1M 2025-05-06 $244.50
2024 Q4 REDUCED 18.0% +2.9% ❌ 4,611 -1,012 -18.0% 0.23% $1.1M 2025-01-27 $259.18
2024 Q3 ADDED — — — 5,623 +3,829 +213.4% 0.23% $1.2M 2024-10-28 $218.71
2024 Q2 INITIATED — — — 1,794 — — 0.06% $245K 2024-09-11 $199.77

🏢 Other funds also holding JPM

As of 2026 Q1 — sorted by position size

Courant Investment Management LLC 3Y 7Y 20.31% Community Bank of Raymore 3Y 7Y 10.75% BAYPOINTE PARTNERS LLC 10.09% Hardy Reed LLC 3Y 7Y 8.59% DAVIS-REA LTD. 3Y 7Y 8.22% Summerhill Capital Management lnc. 8.21% James Hambro & Partners LLP 3Y 7Y 7.67% Nexus Investment Management ULC 3Y 7Y 7.67% Berry Wealth Group, LP 7.42% First Fiduciary Investment Counsel, Inc. 3Y 7Y 7.17%

FAQ About Summit Wealth Partners, LLC and JPM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Summit Wealth Partners, LLC reported owning JPM?

Summit Wealth Partners, LLC reported JPM across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported JPM position in Summit Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for JPM was 0.69% in 2026 Q1.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2026 Q1, when Summit Wealth Partners, LLC reported 14,746 shares, equal to 0.69% of portfolio, with an estimated market value of $4.3M.

What does the chart on this JPM ownership page compare?

The chart compares Summit Wealth Partners, LLC's quarterly JPM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Summit Wealth Partners, LLC time their JPM position?

Based on 13F filing dates vs. subsequent JPM price moves, Summit Wealth Partners, LLC correctly timed 6 out of 7 reported position changes (86%). The annualised alpha on JPM relative to SPY over the holding period was +11.4%.

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