CG
Cutler Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-40,158
| Closed | -$6.83M | – | 1379 |
|
|
2023
Q4 | $6.83M | Buy |
40,158
+27,142
| +209% | +$4.62M | 0.61% | 19 |
|
|
2023
Q3 | $1.89M | Sell |
13,016
-33,052
| -72% | -$4.79M | 0.19% | 96 |
|
|
2023
Q2 | $6.7M | Sell |
46,068
-8,790
| -16% | -$1.28M | 0.93% | 4 |
|
|
2023
Q1 | $7.15M | Sell |
54,858
-2,353
| -4% | -$307K | 0.74% | 18 |
|
|
2022
Q4 | $7.67M | Sell |
57,211
-18,067
| -24% | -$2.42M | 0.65% | 21 |
|
|
2022
Q3 | $7.87M | Buy |
75,278
+29,921
| +66% | +$3.13M | 0.54% | 16 |
|
|
2022
Q2 | $5.11M | Buy |
45,357
+24,773
| +120% | +$2.79M | 0.36% | 28 |
|
|
2022
Q1 | $2.81M | Sell |
20,584
-61,041
| -75% | -$8.32M | 0.15% | 81 |
|
|
2021
Q4 | $12.9M | Buy |
81,625
+78,025
| +2,167% | +$12.4M | 0.54% | 19 |
|
|
2021
Q3 | $589K | Sell |
3,600
-108,727
| -97% | -$17.8M | 0.03% | 375 |
|
|
2021
Q2 | $17.5M | Buy |
112,327
+54,196
| +93% | +$8.43M | 0.81% | 4 |
|
|
2021
Q1 | $8.85M | Buy |
58,131
+34,499
| +146% | +$5.25M | 0.44% | 23 |
|
|
2020
Q4 | $3M | Sell |
23,632
-24,590
| -51% | -$3.12M | 0.14% | 92 |
|
|
2020
Q3 | $4.64M | Sell |
48,222
-142,664
| -75% | -$13.7M | 0.29% | 42 |
|
|
2020
Q2 | $18M | Buy |
190,886
+128,083
| +204% | +$12M | 1.19% | 7 |
|
|
2020
Q1 | $5.65M | Buy |
62,803
+62,321
| +12,930% | +$5.61M | 0.29% | 32 |
|
|
2019
Q4 | $67K | Sell |
482
-18,918
| -98% | -$2.63M | ﹤0.01% | 796 |
|
|
2019
Q3 | $2.28M | Sell |
19,400
-138,028
| -88% | -$16.2M | 0.21% | 61 |
|
|
2019
Q2 | $17.6M | Buy |
157,428
+78,705
| +100% | +$8.8M | 1.63% | 6 |
|
|
2019
Q1 | $7.97M | Buy |
78,723
+61,868
| +367% | +$6.26M | 0.83% | 15 |
|
|
2018
Q4 | $1.65M | Sell |
16,855
-25,961
| -61% | -$2.53M | 0.16% | 78 |
|
|
2018
Q3 | $4.83M | Sell |
42,816
-43,876
| -51% | -$4.95M | 0.34% | 46 |
|
|
2018
Q2 | $9.03M | Buy |
86,692
+40,492
| +88% | +$4.22M | 0.72% | 17 |
|
|
2018
Q1 | $5.08M | Sell |
46,200
-345,829
| -88% | -$38M | 0.44% | 29 |
|
|
2017
Q4 | $41.9M | Buy |
392,029
+369,929
| +1,674% | +$39.6M | 1.72% | 7 |
|
|
2017
Q3 | $2.11M | Buy |
+22,100
| New | +$2.11M | 0.08% | 139 |
|
|
2017
Q2 | – | Sell |
-71,708
| Closed | -$6.3M | – | 3043 |
|
|
2017
Q1 | $6.3M | Sell |
71,708
-86,933
| -55% | -$7.64M | 0.26% | 55 |
|
|
2016
Q4 | $13.7M | Buy |
158,641
+155,542
| +5,019% | +$13.4M | 0.49% | 19 |
|
|
2016
Q3 | $206K | Buy |
3,099
+2,689
| +656% | +$179K | 0.01% | 752 |
|
|
2016
Q2 | $25K | Sell |
410
-27,167
| -99% | -$1.66M | ﹤0.01% | 1704 |
|
|
2016
Q1 | $1.63M | Sell |
27,577
-36,533
| -57% | -$2.16M | 0.11% | 106 |
|
|
2015
Q4 | $4.23M | Buy |
+64,110
| New | +$4.23M | 0.24% | 49 |
|