Cutler Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-40,158
| Closed | -$7.25M | – | 2960 |
|
|
2023
Q4 | $6.83M | Buy |
40,158
+27,142
| +209% | +$4.11M | 0.61% | 24 |
|
|
2023
Q3 | $1.89M | Sell |
13,016
-33,052
| -72% | -$4.95M | 0.19% | 124 |
|
|
2023
Q2 | $6.7M | Sell |
46,068
-8,790
| -16% | -$1.21M | 0.93% | 7 |
|
|
2023
Q1 | $7.15M | Sell |
54,858
-2,353
| -4% | -$322K | 0.74% | 20 |
|
|
2022
Q4 | $7.67M | Sell |
57,211
-18,067
| -24% | -$2.29M | 0.65% | 22 |
|
|
2022
Q3 | $7.87M | Buy |
75,278
+29,921
| +66% | +$3.43M | 0.54% | 21 |
|
|
2022
Q2 | $5.11M | Buy |
45,357
+24,773
| +120% | +$3.07M | 0.36% | 48 |
|
|
2022
Q1 | $2.81M | Sell |
20,584
-61,041
| -75% | -$9.01M | 0.15% | 144 |
|
|
2021
Q4 | $12.9M | Buy |
81,625
+78,025
| +2,167% | +$12.8M | 0.54% | 24 |
|
|
2021
Q3 | $589K | Sell |
3,600
-108,727
| -97% | -$17M | 0.03% | 700 |
|
|
2021
Q2 | $17.5M | Buy |
112,327
+54,196
| +93% | +$8.51M | 0.81% | 5 |
|
|
2021
Q1 | $8.85M | Buy |
58,131
+34,499
| +146% | +$4.96M | 0.44% | 31 |
|
|
2020
Q4 | $3M | Sell |
23,632
-24,590
| -51% | -$2.75M | 0.14% | 145 |
|
|
2020
Q3 | $4.64M | Sell |
48,222
-142,664
| -75% | -$14M | 0.29% | 62 |
|
|
2020
Q2 | $18M | Buy |
190,886
+128,083
| +204% | +$12.2M | 1.19% | 8 |
|
|
2020
Q1 | $5.65M | Buy |
62,803
+62,321
| +12,930% | +$7.57M | 0.29% | 60 |
|
|
2019
Q4 | $67K | Sell |
482
-18,918
| -98% | -$2.43M | ﹤0.01% | 1430 |
|
|
2019
Q3 | $2.28M | Sell |
19,400
-138,028
| -88% | -$15.6M | 0.21% | 71 |
|
|
2019
Q2 | $17.6M | Buy |
157,428
+78,705
| +100% | +$8.68M | 1.63% | 6 |
|
|
2019
Q1 | $7.97M | Buy |
78,723
+61,868
| +367% | +$6.37M | 0.83% | 16 |
|
|
2018
Q4 | $1.65M | Sell |
16,855
-25,961
| -61% | -$2.77M | 0.16% | 108 |
|
|
2018
Q3 | $4.83M | Sell |
42,816
-43,876
| -51% | -$4.98M | 0.34% | 56 |
|
|
2018
Q2 | $9.03M | Buy |
86,692
+40,492
| +88% | +$4.44M | 0.72% | 19 |
|
|
2018
Q1 | $5.08M | Sell |
46,200
-345,829
| -88% | -$39.2M | 0.44% | 35 |
|
|
2017
Q4 | $41.9M | Buy |
392,029
+369,929
| +1,674% | +$37.5M | 1.72% | 8 |
|
|
2017
Q3 | $2.11M | Buy |
+22,100
| New | +$2.04M | 0.08% | 186 |
|
|
2017
Q2 | – | Sell |
-71,708
| Closed | -$6.19M | – | 6697 |
|
|
2017
Q1 | $6.3M | Sell |
71,708
-86,933
| -55% | -$7.67M | 0.26% | 64 |
|
|
2016
Q4 | $13.7M | Buy |
158,641
+155,542
| +5,019% | +$11.9M | 0.49% | 23 |
|
|
2016
Q3 | $206K | Buy |
3,099
+2,689
| +656% | +$175K | 0.01% | 1179 |
|
|
2016
Q2 | $25K | Sell |
410
-27,167
| -99% | -$1.7M | ﹤0.01% | 3109 |
|
|
2016
Q1 | $1.63M | Sell |
27,577
-36,533
| -57% | -$2.13M | 0.11% | 155 |
|
|
2015
Q4 | $4.23M | Buy |
+64,110
| New | +$4.17M | 0.24% | 62 |
|
Other funds holding JPM
Cutler Group's JPM Position: Q1 2024 in Review
Cutler Group sold out of JPMorgan Chase (JPM) in Q1 2024, closing a stake of 40,158 shares — an estimated $7.25M sold.
Cutler Group first reported a position in JPM in Q4 2015 and held it in 32 quarters. The position peaked at $41.9M in Q4 2017. 4,109 funds tracked by Wall St. Rank hold JPM as of Q1 2024.
- Cutler Group reported no remaining JPMorgan Chase position as of Q1 2024 after selling out during the quarter.
- Cutler Group sold 40,158 JPMorgan Chase shares in Q1 2024, an estimated $7.25M.
- Cutler Group first reported a position in JPMorgan Chase in Q4 2015 and held it in 32 quarters.
- Cutler Group's JPMorgan Chase position peaked at $41.9M in Q4 2017.
- 4,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.
Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.