JPMorgan Chase & Co. shares owned by Sutton Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Sutton Wealth Advisors
from 13F filings
Historical chart of Sutton Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Sutton Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $2.2M | 15k | 145.02 |
| 2023-06-30 | $2.2M | 15k | 145.44 |
| 2023-03-31 | $1.9M | 14k | 130.31 |
| 2022-12-31 | $3.5M | 26k | 134.10 |
| 2022-09-30 | $2.7M | 26k | 104.50 |
| 2022-06-30 | $2.8M | 25k | 112.61 |
| 2022-03-31 | $3.2M | 24k | 136.32 |
| 2021-12-31 | $3.7M | 23k | 158.35 |
| 2021-09-30 | $3.7M | 23k | 163.69 |
| 2021-06-30 | $3.5M | 22k | 155.54 |
| 2021-03-31 | $3.4M | 22k | 152.23 |
| 2020-12-31 | $2.8M | 22k | 127.07 |
| 2020-09-30 | $2.1M | 21k | 96.27 |
| 2020-06-30 | $1.9M | 20k | 94.06 |
| 2020-03-31 | $1.6M | 17k | 90.03 |
| 2019-12-31 | $1.5M | 11k | 139.40 |
| 2019-09-30 | $1.2M | 11k | 117.69 |
| 2019-06-30 | $1.2M | 10k | 111.80 |
| 2019-03-31 | $1.0M | 10k | 101.23 |
| 2018-12-31 | $956k | 9.8k | 97.62 |
| 2018-09-30 | $1.1M | 9.7k | 112.84 |
| 2018-06-30 | $1.0M | 9.7k | 104.20 |
| 2018-03-31 | $1.1M | 9.6k | 109.97 |
| 2017-12-31 | $1.0M | 9.6k | 106.94 |
| 2017-09-30 | $911k | 9.5k | 95.51 |
| 2017-06-30 | $871k | 9.5k | 91.40 |
| 2017-03-31 | $829k | 9.4k | 87.84 |
| 2016-12-31 | $796k | 9.2k | 86.29 |
| 2016-09-30 | $615k | 9.2k | 66.59 |
| 2016-06-30 | $563k | 9.1k | 62.14 |
| 2016-03-31 | $497k | 8.4k | 59.22 |