Sutton Wealth Advisors Inc. Jpmorgan Chase & CO Transaction History

Sutton Wealth Advisors Inc.

$203 Billion
Q3 2023

A detailed history of Sutton Wealth Advisors Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sutton Wealth Advisors Inc. holds 15,408 shares of JPM stock, worth $3.78 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

15,408

Previous 15,047 2.4%

Holding current value

$3.78 Million

Previous $2.19 Billion 2.11%

% of portfolio

1.1%

Previous 1.06%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 08, 2023	BUY	$143.21 - $158.0 $51,698 - $57,038	361 Added 2.4%	15,408 $2.23 Billion
Q2 2023 Nov 08, 2023	BUY	$127.47 - $145.44 $80,561 - $91,918	632 Added 4.38%	15,047 $2.19 Billion
Q1 2023 Nov 07, 2023	SELL	$124.91 - $143.8 $1.48 Million - $1.7 Million	-11,841 Reduced 45.1%	14,415 $1.88 Billion
Q4 2022 Nov 07, 2023	BUY	$101.96 - $137.84 $77,693 - $105,034	762 Added 2.99%	26,256 $3.52 Billion
Q3 2022 Nov 07, 2023	BUY	$20.73 - $120.58 $11,049 - $64,269	533 Added 2.14%	25,494 $2.66 Billion
Q2 2022 Nov 07, 2023	BUY	$112.61 - $135.91 $131,078 - $158,199	1,164 Added 4.89%	24,961 $2.81 Billion
Q1 2022 Nov 07, 2023	BUY	$128.3 - $168.44 $51,063 - $67,039	398 Added 1.7%	23,797 $3.24 Billion
Q4 2021 Nov 07, 2023	BUY	$153.94 - $171.78 $127,154 - $141,890	826 Added 3.66%	23,399 $3.71 Billion
Q3 2021 Nov 07, 2023	BUY	$146.97 - $166.98 $46,589 - $52,932	317 Added 1.42%	22,573 $3.7 Billion
Q2 2021 Nov 07, 2023	BUY	$147.37 - $166.44 $20,189 - $22,802	137 Added 0.62%	22,256 $3.46 Billion
Q1 2021 Nov 07, 2023	BUY	$125.65 - $157.65 $24,124 - $30,268	192 Added 0.88%	22,119 $3.37 Billion
Q4 2020 Nov 07, 2023	BUY	$96.54 - $127.07 $52,903 - $69,634	548 Added 2.56%	21,927 $2.79 Billion
Q3 2020 Nov 07, 2023	BUY	$91.28 - $103.82 $106,980 - $121,677	1,172 Added 5.8%	21,379 $2.06 Billion
Q2 2020 Nov 07, 2023	BUY	$84.03 - $113.45 $235,788 - $318,340	2,806 Added 16.13%	20,207 $1.9 Billion
Q1 2020 Nov 07, 2023	BUY	$79.03 - $141.09 $522,625 - $933,028	6,613 Added 61.3%	17,401 $1.57 Billion
Q4 2019 Nov 07, 2023	BUY	$111.82 - $139.4 $22,923 - $28,577	205 Added 1.94%	10,788 $1.5 Billion
Q3 2019 Nov 07, 2023	BUY	$104.8 - $120.23 $21,903 - $25,128	209 Added 2.01%	10,583 $1.25 Billion
Q2 2019 Nov 06, 2023	BUY	$104.64 - $116.12 $11,196 - $12,424	107 Added 1.04%	10,374 $1.16 Billion
Q1 2019 Nov 06, 2023	BUY	$97.11 - $107.19 $45,641 - $50,379	470 Added 4.8%	10,267 $1.04 Billion
Q4 2018 Nov 06, 2023	BUY	$92.14 - $115.32 $5,712 - $7,149	62 Added 0.64%	9,797 $956 Million
Q3 2018 Nov 06, 2023	BUY	$103.61 - $118.63 $4,455 - $5,101	43 Added 0.44%	9,735 $1.1 Billion
Q2 2018 Nov 06, 2023	BUY	$103.24 - $114.29 $7,226 - $8,000	70 Added 0.73%	9,692 $1.01 Billion
Q1 2018 Nov 06, 2023	BUY	$107.01 - $118.77 $7,597 - $8,432	71 Added 0.74%	9,622 $1.06 Billion
Q4 2017 Nov 06, 2023	BUY	$95.86 - $107.83 $958 - $1,078	10 Added 0.1%	9,551 $1.02 Billion
Q3 2017 Nov 06, 2023	BUY	$88.42 - $95.51 $1,326 - $1,432	15 Added 0.16%	9,541 $911 Million
Q2 2017 Nov 06, 2023	BUY	N/A	93 Added 0.99%	9,526 $871 Million
Q1 2017 Nov 06, 2023	BUY	N/A	205 Added 2.22%	9,433 $829 Million
Q3 2016 Nov 06, 2023	BUY	N/A	168 Added 1.85%	9,228 $614 Million
Q2 2016 Nov 06, 2023	BUY	N/A	660 Added 7.86%	9,060 $563 Million
Q1 2016 Nov 06, 2023	BUY	N/A	8,400	8,400 $497 Million

Others Institutions Holding JPM

# of Institutions

4,610

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $720B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

More about JPM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sutton Wealth Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sutton Wealth Advisors Inc. with notifications on news.

Account

Sutton Wealth Advisors Inc. Jpmorgan Chase & CO Transaction History