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Sutton Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Sutton Wealth Advisors’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
2023
Q3 		$2.23M Buy
15,408
+361
+2% +$54.1K 1.1% 21
2023
Q2 		$2.19M Buy
15,047
+632
+4% +$86.9K 1.06% 21
2023
Q1 		$1.88M Sell
14,415
-11,841
-45% -$1.62M 1% 22
2022
Q4 		$3.52M Buy
26,256
+762
+3% +$96.5K 1.34% 17
2022
Q3 		$2.66M Buy
25,494
+533
+2% +$61.2K 1.08% 21
2022
Q2 		$2.81M Buy
24,961
+1,164
+5% +$144K 1.12% 18
2022
Q1 		$3.24M Buy
23,797
+398
+2% +$58.7K 1.12% 20
2021
Q4 		$3.71M Buy
23,399
+826
+4% +$136K 1.24% 17
2021
Q3 		$3.7M Buy
22,573
+317
+1% +$49.7K 1.36% 15
2021
Q2 		$3.46M Buy
22,256
+137
+0.6% +$21.5K 1.26% 17
2021
Q1 		$3.37M Buy
22,119
+192
+0.9% +$27.6K 1.32% 16
2020
Q4 		$2.79M Buy
21,927
+548
+3% +$61.3K 1.18% 18
2020
Q3 		$2.06M Buy
21,379
+1,172
+6% +$115K 1% 20
2020
Q2 		$1.9M Buy
20,207
+2,806
+16% +$266K 0.99% 19
2020
Q1 		$1.57M Buy
17,401
+6,613
+61% +$803K 0.99% 19
2019
Q4 		$1.5M Buy
10,788
+205
+2% +$26.3K 0.77% 23
2019
Q3 		$1.25M Buy
10,583
+209
+2% +$23.6K 0.7% 28
2019
Q2 		$1.16M Buy
10,374
+107
+1% +$11.8K 0.67% 29
2019
Q1 		$1.04M Buy
10,267
+470
+5% +$48.4K 0.61% 29
2018
Q4 		$956K Buy
9,797
+62
+0.6% +$6.61K 0.62% 29
2018
Q3 		$1.1M Buy
9,735
+43
+0.4% +$4.88K 0.72% 20
2018
Q2 		$1.01M Buy
9,692
+70
+0.7% +$7.68K 0.7% 22
2018
Q1 		$1.06M Buy
9,622
+71
+0.7% +$8.04K 0.76% 19
2017
Q4 		$1.02M Buy
9,551
+10
+0.1% +$1.01K 0.75% 21
2017
Q3 		$911K Buy
9,541
+15
+0.2% +$1.38K 0.7% 20
2017
Q2 		$871K Buy
9,526
+93
+1% +$8.03K 0.69% 21
2017
Q1 		$829K Buy
9,433
+205
+2% +$18.1K 0.69% 21
2016
Q4 		$796K Hold
9,228
– – 0.71% 21
2016
Q3 		$614K Buy
9,228
+168
+2% +$11K 0.56% 29
2016
Q2 		$563K Buy
9,060
+660
+8% +$41.2K 0.53% 30
2016
Q1 		$497K Buy
+8,400
New +$491K 0.47% 40

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sutton Wealth Advisors's JPM Position: Q3 2023 in Review

Sutton Wealth Advisors increased its JPMorgan Chase (JPM) stake by 2.4% in Q3 2023, buying an estimated $54.1K and bringing the position to 15,408 shares worth $2.23M. The position accounts for 1.1% of the portfolio, ranked #21.

Sutton Wealth Advisors first reported a position in JPM in Q1 2016 and has held it in 31 quarters since. The position peaked at $3.71M in Q4 2021. 3,701 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

  • Sutton Wealth Advisors held 15,408 shares of JPMorgan Chase worth $2.23M as of Q3 2023.
  • Sutton Wealth Advisors bought 361 JPMorgan Chase shares in Q3 2023, an estimated $54.1K.
  • JPMorgan Chase made up 1.1% of Sutton Wealth Advisors's portfolio in Q3 2023, its #21 holding.
  • Sutton Wealth Advisors first reported a position in JPMorgan Chase in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's JPMorgan Chase position peaked at $3.71M in Q4 2021.
  • 3,701 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.