Sutton Place Investors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Buy |
7,064
+514
| +8% | +$149K | 1.23% | 21 |
|
|
2025
Q1 | $1.61M | Sell |
6,550
-8,497
| -56% | -$2.08M | 1.08% | 28 |
|
|
2024
Q4 | $3.61M | Buy |
15,047
+216
| +1% | +$51.8K | 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% | -$1.65M | 1.96% | 11 |
|
|
2024
Q1 | $4.55M | Buy |
22,725
+9,626
| +73% | +$1.93M | 2.25% | 10 |
|
|
2023
Q4 | $2.23M | Buy |
13,099
+8,412
| +179% | +$1.43M | 1.61% | 13 |
|
|
2023
Q3 | $680K | Buy |
4,687
+42
| +0.9% | +$6.09K | 0.88% | 33 |
|
|
2023
Q2 | $676K | Buy |
4,645
+42
| +0.9% | +$6.11K | 0.94% | 35 |
|
|
2023
Q1 | $600K | Buy |
4,603
+39
| +0.9% | +$5.08K | 0.81% | 34 |
|
|
2022
Q4 | $612K | Buy |
4,564
+7
| +0.2% | +$939 | 0.87% | 33 |
|
|
2022
Q3 | $476K | Buy |
4,557
+147
| +3% | +$15.4K | 0.72% | 36 |
|
|
2022
Q2 | $497K | Buy |
4,410
+232
| +6% | +$26.1K | 0.72% | 38 |
|
|
2022
Q1 | $530K | Buy |
4,178
+335
| +9% | +$42.5K | 0.63% | 40 |
|
|
2021
Q4 | $609K | Buy |
+3,843
| New | +$609K | 0.7% | 40 |
|