JP Morgan Private Wealth Advisors’s Sachem Capital Corp SACH Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SACH Stock Details SACH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$220K	Hold	62,260	–	–	﹤0.01%	1601
2023 Q2	$217K	Hold	62,260	–	–	﹤0.01%	1363
2023 Q1	$232K	Hold	62,260	–	–	﹤0.01%	1774
2022 Q4	$205K	Sell	62,260 -1,480	-2%	-$5.34K	﹤0.01%	1815
2022 Q3	$212K	Hold	63,740	–	–	﹤0.01%	1786
2022 Q2	$260K	Hold	63,740	–	–	﹤0.01%	1720
2022 Q1	$326K	Buy	+63,740	New	+$338K	﹤0.01%	1717
2017 Q2	–	Sell	-76,100	Closed	-$391K	–	1341
2017 Q1	$391K	Buy	+76,100	New	+$387K	﹤0.01%	957

Other funds holding SACH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UFA

US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SACH Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors held its Sachem Capital Corp (SACH) position steady in Q3 2023 at 62,260 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

JP Morgan Private Wealth Advisors first reported a position in SACH in Q1 2017 and has held it in 8 quarters since. The position peaked at $391K in Q1 2017. 63 funds tracked by Wall St. Rank hold SACH as of Q3 2023.

JP Morgan Private Wealth Advisors held 62,260 shares of Sachem Capital Corp worth $220K as of Q3 2023.
JP Morgan Private Wealth Advisors left its Sachem Capital Corp share count unchanged in Q3 2023.
Sachem Capital Corp made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1601 holding.
JP Morgan Private Wealth Advisors first reported a position in Sachem Capital Corp in Q1 2017 and has held it in 8 quarters since.
JP Morgan Private Wealth Advisors's Sachem Capital Corp position peaked at $391K in Q1 2017.
63 funds tracked by Wall St. Rank held Sachem Capital Corp as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.