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 |
-124,800
| Closed | -$52K | – | 2961 |
|
|
2023
Q4 | $52K | Sell |
124,800
-28,800
| -19% | -$4.36M | ﹤0.01% | 1434 |
|
|
2023
Q3 | $941K | Sell |
153,600
-12,900
| -8% | -$1.93M | 0.1% | 254 |
|
|
2023
Q2 | $220K | Sell |
166,500
-156,300
| -48% | -$21.5M | 0.03% | 576 |
|
|
2023
Q1 | $1.58M | Buy |
322,800
+135,800
| +73% | +$18.6M | 0.16% | 127 |
|
|
2022
Q4 | $1.09M | Sell |
187,000
-322,300
| -63% | -$40.8M | 0.09% | 232 |
|
|
2022
Q3 | $4.81M | Buy |
509,300
+245,800
| +93% | +$28.2M | 0.33% | 42 |
|
|
2022
Q2 | $3.11M | Buy |
263,500
+42,500
| +19% | +$5.27M | 0.22% | 95 |
|
|
2022
Q1 | $1.28M | Sell |
221,000
-194,900
| -47% | -$28.8M | 0.07% | 320 |
|
|
2021
Q4 | $621K | Sell |
415,900
-76,700
| -16% | -$12.6M | 0.03% | 642 |
|
|
2021
Q3 | $1.11M | Sell |
492,600
-219,600
| -31% | -$34.4M | 0.05% | 419 |
|
|
2021
Q2 | $2.62M | Buy |
712,200
+346,100
| +95% | +$54.4M | 0.12% | 185 |
|
|
2021
Q1 | $970K | Buy |
366,100
+74,100
| +25% | +$10.7M | 0.05% | 463 |
|
|
2020
Q4 | $953K | Sell |
292,000
-16,700
| -5% | -$1.87M | 0.05% | 407 |
|
|
2020
Q3 | $2.98M | Sell |
308,700
-38,100
| -11% | -$3.74M | 0.18% | 106 |
|
|
2020
Q2 | $4.92M | Buy |
346,800
+26,600
| +8% | +$2.52M | 0.33% | 51 |
|
|
2020
Q1 | $10.2M | Buy |
320,200
+71,100
| +29% | +$8.64M | 0.52% | 22 |
|
|
2019
Q4 | $1.02M | Buy |
249,100
+100,700
| +68% | +$12.9M | 0.06% | 260 |
|
|
2019
Q3 | $288K | Sell |
148,400
-97,400
| -40% | -$11M | 0.03% | 540 |
|
|
2019
Q2 | $1.36M | Buy |
245,800
+118,000
| +92% | +$13M | 0.13% | 136 |
|
|
2019
Q1 | $515K | Sell |
127,800
-147,900
| -54% | -$15.2M | 0.05% | 306 |
|
|
2018
Q4 | $406K | Buy |
275,700
+163,000
| +145% | +$17.4M | 0.04% | 399 |
|
|
2018
Q3 | $43K | Sell |
112,700
-280,900
| -71% | -$31.9M | ﹤0.01% | 1700 |
|
|
2018
Q2 | $337K | Buy |
393,600
+171,300
| +77% | +$18.8M | 0.03% | 570 |
|
|
2018
Q1 | $200K | Sell |
222,300
-258,400
| -54% | -$29.3M | 0.02% | 823 |
|
|
2017
Q4 | $357K | Buy |
480,700
+132,400
| +38% | +$13.4M | 0.01% | 682 |
|
|
2017
Q3 | $918K | Sell |
348,300
-106,400
| -23% | -$9.81M | 0.03% | 375 |
|
|
2017
Q2 | $1.43M | Buy |
454,700
+112,800
| +33% | +$9.73M | 0.05% | 301 |
|
|
2017
Q1 | $1.88M | Sell |
341,900
-58,900
| -15% | -$5.2M | 0.08% | 221 |
|
|
2016
Q4 | $136K | Buy |
400,800
+286,600
| +251% | +$21.9M | ﹤0.01% | 1629 |
|
|
2016
Q3 | $133K | Buy |
114,200
+34,100
| +43% | +$2.22M | 0.01% | 1570 |
|
|
2016
Q2 | $201K | Sell |
80,100
-16,600
| -17% | -$1.04M | 0.01% | 1119 |
|
|
2016
Q1 | $301K | Sell |
96,700
-91,100
| -49% | -$5.32M | 0.02% | 765 |
|
|
2015
Q4 | $33K | Buy |
+187,800
| New | +$12.2M | ﹤0.01% | 2893 |
|
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.