Per Stirling Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
3,702
+5
| +0.1% | +$1.45K | 0.14% | 109 |
|
|
2025
Q1 | $907K | Buy |
3,697
+15
| +0.4% | +$3.68K | 0.13% | 120 |
|
|
2024
Q4 | $883K | Sell |
3,682
-157
| -4% | -$37.6K | 0.13% | 116 |
|
|
2024
Q3 | $810K | Buy |
3,839
+383
| +11% | +$80.8K | 0.11% | 132 |
|
|
2024
Q2 | $699K | Sell |
3,456
-561
| -14% | -$113K | 0.11% | 123 |
|
|
2024
Q1 | $805K | Buy |
4,017
+110
| +3% | +$22K | 0.13% | 101 |
|
|
2023
Q4 | $665K | Buy |
3,907
+286
| +8% | +$48.6K | 0.12% | 104 |
|
|
2023
Q3 | $525K | Buy |
3,621
+8
| +0.2% | +$1.16K | 0.11% | 117 |
|
|
2023
Q2 | $525K | Sell |
3,613
-30
| -0.8% | -$4.36K | 0.11% | 118 |
|
|
2023
Q1 | $475K | Sell |
3,643
-905
| -20% | -$118K | 0.1% | 118 |
|
|
2022
Q4 | $610K | Buy |
+4,548
| New | +$610K | 0.11% | 108 |
|