SWA
Sutton Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.23M | Buy |
15,408
+361
| +2% | +$52.4K | 1.1% | 21 |
|
|
2023
Q2 | $2.19M | Buy |
15,047
+632
| +4% | +$91.9K | 1.06% | 21 |
|
|
2023
Q1 | $1.88M | Sell |
14,415
-11,841
| -45% | -$1.54M | 1% | 22 |
|
|
2022
Q4 | $3.52M | Buy |
26,256
+762
| +3% | +$102K | 1.34% | 17 |
|
|
2022
Q3 | $2.66M | Buy |
25,494
+533
| +2% | +$55.7K | 1.08% | 21 |
|
|
2022
Q2 | $2.81M | Buy |
24,961
+1,164
| +5% | +$131K | 1.12% | 18 |
|
|
2022
Q1 | $3.24M | Buy |
23,797
+398
| +2% | +$54.3K | 1.12% | 20 |
|
|
2021
Q4 | $3.71M | Buy |
23,399
+826
| +4% | +$131K | 1.24% | 17 |
|
|
2021
Q3 | $3.7M | Buy |
22,573
+317
| +1% | +$51.9K | 1.36% | 15 |
|
|
2021
Q2 | $3.46M | Buy |
22,256
+137
| +0.6% | +$21.3K | 1.26% | 17 |
|
|
2021
Q1 | $3.37M | Buy |
22,119
+192
| +0.9% | +$29.2K | 1.32% | 16 |
|
|
2020
Q4 | $2.79M | Buy |
21,927
+548
| +3% | +$69.6K | 1.18% | 18 |
|
|
2020
Q3 | $2.06M | Buy |
21,379
+1,172
| +6% | +$113K | 1% | 20 |
|
|
2020
Q2 | $1.9M | Buy |
20,207
+2,806
| +16% | +$264K | 0.99% | 19 |
|
|
2020
Q1 | $1.57M | Buy |
17,401
+6,613
| +61% | +$595K | 0.99% | 19 |
|
|
2019
Q4 | $1.5M | Buy |
10,788
+205
| +2% | +$28.6K | 0.77% | 23 |
|
|
2019
Q3 | $1.25M | Buy |
10,583
+209
| +2% | +$24.6K | 0.7% | 28 |
|
|
2019
Q2 | $1.16M | Buy |
10,374
+107
| +1% | +$12K | 0.67% | 29 |
|
|
2019
Q1 | $1.04M | Buy |
10,267
+470
| +5% | +$47.6K | 0.61% | 29 |
|
|
2018
Q4 | $956K | Buy |
9,797
+62
| +0.6% | +$6.05K | 0.62% | 29 |
|
|
2018
Q3 | $1.1M | Buy |
9,735
+43
| +0.4% | +$4.85K | 0.72% | 20 |
|
|
2018
Q2 | $1.01M | Buy |
9,692
+70
| +0.7% | +$7.29K | 0.7% | 22 |
|
|
2018
Q1 | $1.06M | Buy |
9,622
+71
| +0.7% | +$7.81K | 0.76% | 19 |
|
|
2017
Q4 | $1.02M | Buy |
9,551
+10
| +0.1% | +$1.07K | 0.75% | 21 |
|
|
2017
Q3 | $911K | Buy |
9,541
+15
| +0.2% | +$1.43K | 0.7% | 20 |
|
|
2017
Q2 | $871K | Buy |
9,526
+93
| +1% | +$8.5K | 0.69% | 21 |
|
|
2017
Q1 | $829K | Buy |
9,433
+205
| +2% | +$18K | 0.69% | 21 |
|
|
2016
Q4 | $796K | Hold |
9,228
| – | – | 0.71% | 21 |
|
|
2016
Q3 | $614K | Buy |
9,228
+168
| +2% | +$11.2K | 0.56% | 29 |
|
|
2016
Q2 | $563K | Buy |
9,060
+660
| +8% | +$41K | 0.53% | 30 |
|
|
2016
Q1 | $497K | Buy |
+8,400
| New | +$497K | 0.47% | 40 |
|