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 $3.24 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

15,408

Previous 15,047 2.4%

Holding current value

$3.24 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

4,533

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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 $617B
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 ...

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Sutton Wealth Advisors Inc. Jpmorgan Chase & CO Transaction History