Cutler Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Sell |
1,188
-122
| -9% | -$35.4K | 0.12% | 90 |
|
|
2025
Q1 | $321K | Buy |
1,310
+122
| +10% | +$29.9K | 0.11% | 93 |
|
|
2024
Q4 | $285K | Buy |
1,188
+688
| +138% | +$165K | 0.1% | 97 |
|
|
2024
Q3 | $105K | Hold |
500
| – | – | 0.04% | 109 |
|
|
2024
Q2 | $101K | Hold |
500
| – | – | 0.04% | 111 |
|
|
2024
Q1 | $100K | Buy |
+500
| New | +$100K | 0.04% | 109 |
|
|
2021
Q4 | – | Sell |
-1,000
| Closed | -$164K | – | 108 |
|
|
2021
Q3 | $164K | Hold |
1,000
| – | – | 0.06% | 95 |
|
|
2021
Q2 | $155K | Hold |
1,000
| – | – | 0.06% | 95 |
|
|
2021
Q1 | $152K | Hold |
1,000
| – | – | 0.06% | 92 |
|
|
2020
Q4 | $127K | Buy |
+1,000
| New | +$127K | 0.06% | 89 |
|
|
2020
Q1 | – | Sell |
-1,014
| Closed | -$141K | – | 104 |
|
|
2019
Q4 | $141K | Buy |
1,014
+14
| +1% | +$1.95K | 0.05% | 108 |
|
|
2019
Q3 | $118K | Buy |
+1,000
| New | +$118K | 0.04% | 113 |
|
|
2017
Q3 | – | Sell |
-1,500
| Closed | -$137K | – | 94 |
|
|
2017
Q2 | $137K | Buy |
+1,500
| New | +$137K | 0.07% | 74 |
|
|
2016
Q3 | – | Sell |
-2,500
| Closed | -$155 | – | 84 |
|
|
2016
Q2 | $155 | Sell |
2,500
-6,000
| -71% | -$372 | 0.04% | 84 |
|
|
2016
Q1 | $503K | Buy |
8,500
+3,000
| +55% | +$178K | 0.24% | 56 |
|
|
2015
Q4 | $363K | Hold |
5,500
| – | – | 0.17% | 63 |
|
|
2015
Q3 | $335K | Buy |
+5,500
| New | +$335K | 0.15% | 61 |
|
|
2015
Q2 | – | Sell |
-2,500
| Closed | -$151K | – | 93 |
|
|
2015
Q1 | $151K | Buy |
+2,500
| New | +$151K | 0.07% | 81 |
|
|
2013
Q4 | – | Sell |
-4,190
| Closed | -$216K | – | 104 |
|
|
2013
Q3 | $216K | Sell |
4,190
-9,745
| -70% | -$502K | 0.09% | 97 |
|
|
2013
Q2 | $736K | Buy |
+13,935
| New | +$736K | 0.32% | 43 |
|