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 Q2	$2.38M	Buy	7,261 +24	+0.3%	+$7.45K	1.15%	21
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sutton Place Investors's JPM Position: Q2 2026 in Review

Sutton Place Investors increased its JPMorgan Chase (JPM) stake by 0.33% in Q2 2026, buying an estimated $7.45K and bringing the position to 7,261 shares worth $2.38M. The position accounts for 1.15% of the portfolio, ranked #21.

Sutton Place Investors first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.55M in Q1 2024. 5,141 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Sutton Place Investors held 7,261 shares of JPMorgan Chase worth $2.38M as of Q2 2026.
Sutton Place Investors bought 24 JPMorgan Chase shares in Q2 2026, an estimated $7.45K.
JPMorgan Chase made up 1.15% of Sutton Place Investors's portfolio in Q2 2026, its #21 holding.
Sutton Place Investors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
Sutton Place Investors's JPMorgan Chase position peaked at $4.55M in Q1 2024.
5,141 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sutton Place Investors's 13F filing for Q2 2026, filed 6 Aug 2026.