Sutton Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.23M | Buy |
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|
2023
Q2 | $2.19M | Buy |
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|
2023
Q1 | $1.88M | Sell |
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|
2022
Q4 | $3.52M | Buy |
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|
2022
Q3 | $2.66M | Buy |
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|
2022
Q2 | $2.81M | Buy |
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|
2022
Q1 | $3.24M | Buy |
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|
2021
Q4 | $3.71M | Buy |
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|
2021
Q3 | $3.7M | Buy |
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|
2021
Q2 | $3.46M | Buy |
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|
2021
Q1 | $3.37M | Buy |
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|
2020
Q4 | $2.79M | Buy |
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|
2020
Q3 | $2.06M | Buy |
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|
2020
Q2 | $1.9M | Buy |
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|
2020
Q1 | $1.57M | Buy |
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|
2019
Q4 | $1.5M | Buy |
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|
2019
Q3 | $1.25M | Buy |
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|
2019
Q2 | $1.16M | Buy |
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|
2019
Q1 | $1.04M | Buy |
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|
2018
Q4 | $956K | Buy |
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|
2018
Q3 | $1.1M | Buy |
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|
2018
Q2 | $1.01M | Buy |
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|
2018
Q1 | $1.06M | Buy |
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|
2017
Q4 | $1.02M | Buy |
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|
2017
Q3 | $911K | Buy |
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|
2017
Q2 | $871K | Buy |
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|
2017
Q1 | $829K | Buy |
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|
2016
Q4 | $796K | Hold |
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|
2016
Q3 | $614K | Buy |
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|
2016
Q2 | $563K | Buy |
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|
2016
Q1 | $497K | Buy |
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