Summit Financial, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1765536 PARSIPPANY, NJ

Position in JPM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$57,130,541

-$595,123 QoQ

Shares Held

174,535

-11.1% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

1.45%

of 13F equity value

Holder Rank

#550

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Summit Financial, LLC holds $102,191,237 across 9 Banks - Diversified names. JPM ranks #1 (55.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	174,535	$57,130,541
2	BAC	Bank Of America Corp /De/	306,121	$17,442,774
3	BNY	Bank of New York Mellon Corp	69,336	$10,026,678
4	WFC	Wells Fargo & Company/Mn	119,064	$9,839,448
5	C	Citigroup Inc	29,121	$4,075,775
6	RY	Royal Bank Of Canada	9,690	$2,005,539
7	SMFG	Sumitomo Mitsui Financial Group, Inc.	48,673	$1,147,709
8	TD	Toronto Dominion Bank	2,346	$284,874

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$57,130,541	174,535	-11.1%	Shares	Sole	2026-08-12
2026-03-31	$57,725,664	196,239	+4.2%	Shares	Sole	2026-05-15
2025-12-31	$60,664,359	188,270	+0.2%	Shares	Sole	2026-02-13
2025-09-30	$59,285,699	187,952	+12.8%	Shares	Sole	2025-11-14
2025-06-30	$48,321,908	166,679	+34.9%	Shares	Sole	2025-08-13
2025-03-31	$30,305,588	123,545	+31.0%	Shares	Sole	2025-05-14
2024-12-31	$22,598,899	94,276	+8.2%	Shares	Sole	2025-02-12
2024-09-30	$18,367,803	87,109	+17.8%	Shares	Sole	2024-11-12
2024-06-30	$14,956,924	73,949	+89.8%	Shares	Sole	2024-07-31
2024-03-31	$7,803,487	38,959	-12.0%	Shares	Sole	2024-04-24
2023-12-31	$7,532,878	44,285	+2.3%	Shares	Sole	2024-02-06
2023-09-30	$6,279,511	43,301	+24.5%	Shares	Sole	2023-11-07
2023-06-30	$5,059,712	34,789	+23.2%	Shares	Sole	2023-08-11
2023-03-31	$3,678,911	28,232	+1.4%	Shares	Sole	2023-05-03
2022-12-31	$3,735,221	27,854	-17.5%	Shares	Sole	2023-02-07
2022-09-30	$3,526,248	33,744	+9.9%	Shares	Sole	2022-11-15
2022-06-30	$3,456,451	30,694	-1.8%	Shares	Sole	2022-08-12
2022-03-31	$4,261,908	31,264	+25.2%	Shares	Sole	2022-05-10
2021-12-31	$3,953,524	24,967	+26.2%	Shares	Sole	2022-02-07
2021-09-30	$3,237,297	19,777	+59.4%	Shares	Sole	2021-11-08
2021-06-30	$1,929,940	12,408	+132.2%	Shares	Sole	2021-08-06
2021-03-31	$813,364	5,343	0.0%	Shares	Sole	2021-05-03
2020-12-31	$678,935	5,343	0.0%	Shares	Sole	2021-02-09
2020-09-30	$514,370	5,343	0.0%	Shares	Sole	2020-10-22
2020-06-30	$502,562	5,343	-4.5%	Shares	Sole	2020-08-12
2020-03-31	$503,807	5,596	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.