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Sutton Place Investors’s JPMorgan Chase JPM Stock Holding History

Sutton Place Investors’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.13M Buy
7,237
+23
+0.3% +$6.98K 1.16% 21
2025
Q4 		$2.32M Buy
7,214
+119
+2% +$36.8K 1.28% 20
2025
Q3 		$2.24M Buy
7,095
+31
+0.4% +$9.22K 1.28% 20
2025
Q2 		$2.05M Buy
7,064
+514
+8% +$131K 1.23% 21
2025
Q1 		$1.61M Sell
6,550
-8,497
-56% -$2.17M 1.08% 28
2024
Q4 		$3.61M Buy
15,047
+216
+1% +$50.3K 2.09% 10
2024
Q3 		$3.13M Buy
14,831
+240
+2% +$50.6K 1.91% 11
2024
Q2 		$2.95M Sell
14,591
-8,134
-36% -$1.59M 1.96% 11
2024
Q1 		$4.55M Buy
22,725
+9,626
+73% +$1.74M 2.25% 10
2023
Q4 		$2.23M Buy
13,099
+8,412
+179% +$1.27M 1.61% 13
2023
Q3 		$680K Buy
4,687
+42
+0.9% +$6.3K 0.88% 33
2023
Q2 		$676K Buy
4,645
+42
+0.9% +$5.78K 0.94% 35
2023
Q1 		$600K Buy
4,603
+39
+0.9% +$5.34K 0.81% 34
2022
Q4 		$612K Buy
4,564
+7
+0.2% +$887 0.87% 33
2022
Q3 		$476K Buy
4,557
+147
+3% +$16.9K 0.72% 36
2022
Q2 		$497K Buy
4,410
+232
+6% +$28.7K 0.72% 38
2022
Q1 		$530K Buy
4,178
+335
+9% +$49.4K 0.63% 40
2021
Q4 		$609K Buy
+3,843
New +$631K 0.7% 40

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sutton Place Investors's JPM Position: Q1 2026 in Review

Sutton Place Investors increased its JPMorgan Chase (JPM) stake by 0.32% in Q1 2026, buying an estimated $6.98K and bringing the position to 7,237 shares worth $2.13M. The position accounts for 1.16% of the portfolio, ranked #21.

Sutton Place Investors first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.55M in Q1 2024. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Sutton Place Investors held 7,237 shares of JPMorgan Chase worth $2.13M as of Q1 2026.
  • Sutton Place Investors bought 23 JPMorgan Chase shares in Q1 2026, an estimated $6.98K.
  • JPMorgan Chase made up 1.16% of Sutton Place Investors's portfolio in Q1 2026, its #21 holding.
  • Sutton Place Investors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Sutton Place Investors's JPMorgan Chase position peaked at $4.55M in Q1 2024.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Sutton Place Investors's 13F filing for Q1 2026, filed 22 Apr 2026.