Summit Global Investments

Position in JPM — Jpmorgan Chase & Co

CIK 1697953 BOUNTIFUL, UT

Position in JPM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$5,414,692

-$529,104 QoQ

Shares Held

16,542

-18.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#2,021

of 5,048 holders

Holding Since

Mar 2021

22 quarters on record

Financial Services · as of Jun 30, 2026

Summit Global Investments holds $21,855,736 across 13 Banks - Diversified names. JPM ranks #1 (24.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	16,542	$5,414,692
2	C	Citigroup Inc	28,065	$3,927,977
3	BAC	Bank Of America Corp /De/	67,455	$3,843,585
4	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	78,692	$1,972,021
5	BNY	Bank of New York Mellon Corp	10,986	$1,588,685
6	WFC	Wells Fargo & Company/Mn	13,886	$1,147,539
7	RY	Royal Bank Of Canada	4,409	$912,530
8	HSBC	Hsbc Holdings PLC	7,323	$696,344

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,414,692	16,542	-18.1%	Shares	Sole	2026-08-03
2026-03-31	$5,943,796	20,206	+3.3%	Shares	Sole	2026-05-07
2025-12-31	$6,303,589	19,563	+32.5%	Shares	Sole	2026-02-18
2025-09-30	$4,657,323	14,765	-61.8%	Shares	Sole	2025-11-03
2025-06-30	$11,197,483	38,624	+1133.2%	Shares	Sole	2025-08-12
2025-03-31	$768,279	3,132	-65.5%	Shares	Sole	2025-04-07
2024-12-31	$2,174,409	9,071	-71.5%	Shares	Sole	2025-02-11
2024-09-30	$6,712,728	31,835	+96.3%	Shares	Sole	2024-10-31
2024-06-30	$3,280,454	16,219	-34.6%	Shares	Sole	2024-07-22
2024-03-31	$4,968,641	24,806	+10.4%	Shares	Sole	2024-04-29
2023-12-31	$3,821,296	22,465	-28.4%	Shares	Sole	2024-02-06
2023-09-30	$4,548,552	31,365	-45.8%	Shares	Sole	2023-10-16
2023-06-30	$8,409,195	57,819	+19.2%	Shares	Sole	2023-07-19
2023-03-31	$6,319,513	48,496	+0.4%	Shares	Sole	2023-05-04
2022-12-31	$6,476,359	48,295	+23.9%	Shares	Sole	2023-01-31
2022-09-30	$4,072,365	38,970	+14.0%	Shares	Sole	2022-11-14
2022-06-30	$3,849,347	34,183	-3.1%	Shares	Sole	2022-08-23
2022-03-31	$4,809,778	35,283	-38.9%	Shares	Sole	2022-04-29
2021-12-31	$9,147,087	57,765	+60.5%	Shares	Sole	2022-02-14
2021-09-30	$5,893,003	36,001	-1.8%	Shares	Sole	2021-11-08
2021-06-30	$5,701,785	36,658	-60.3%	Shares	Sole	2022-01-28
2021-03-31	$14,059,506	92,357	—	Shares	Sole	2022-01-27
No filing history on record for this holder in this stock.