Summit Wealth Group, LLC's ownership history for JPM

Summit Wealth Group, LLC currently holds 2.8K shares with a market value of $867.6K. It started holding JPM on 2024-09-30. At its peak, it held 2.8K shares on 2025-06-30. Its highest holding value was $867.6K on 2025-09-30. At its lowest, it held 2.1K shares on 2024-12-31, with a value of $467 on 2024-09-30. In the recent 180 days, Summit Wealth Group, LLC has increased its shares by 118. In the recent year, Summit Wealth Group, LLC has increased its shares by 537.