Sterling Capital Management’s JPMorgan Chase JPM Stock Holding History

Sterling Capital Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$19.5M	Buy	67,265 +282	+0.4%	+$81.8K	0.28%	64
2025 Q1	$16.4M	Sell	66,983 -6,274	-9%	-$1.54M	0.25%	68
2024 Q4	$17.6M	Sell	73,257 -10,427	-12%	-$2.5M	0.24%	69
2024 Q3	$17.6M	Buy	+83,684	New	+$17.6M	0.23%	68
2019 Q3	$42.3M	Sell	359,741 -20,665	-5%	-$2.43M	0.4%	91
2019 Q2	$42.5M	Buy	380,406 +120,464	+46%	+$13.5M	0.41%	87
2019 Q1	$26.3M	Sell	259,942 -176,912	-40%	-$17.9M	0.26%	110
2018 Q4	$42.6M	Sell	436,854 -6,962	-2%	-$680K	0.46%	83
2018 Q3	$50.1M	Buy	443,816 +8,146	+2%	+$919K	0.45%	83
2018 Q2	$45.4M	Sell	435,670 -27,025	-6%	-$2.82M	0.42%	82
2018 Q1	$50.9M	Buy	462,695 +7,877	+2%	+$866K	0.48%	75
2017 Q4	$48.6M	Buy	454,818 +32,840	+8%	+$3.51M	0.44%	83
2017 Q3	$40.3M	Sell	421,978 -24,793	-6%	-$2.37M	0.38%	87
2017 Q2	$40.8M	Sell	446,771 -12,980	-3%	-$1.19M	0.39%	89
2017 Q1	$40.4M	Buy	459,751 +44,502	+11%	+$3.91M	0.38%	88
2016 Q4	$35.8M	Buy	415,249 +93	+0%	+$8.03K	0.32%	92
2016 Q3	$27.6M	Sell	415,156 -1,452	-0.3%	-$96.7K	0.25%	101
2016 Q2	$25.9M	Buy	416,608 +17,962	+5%	+$1.12M	0.24%	106
2016 Q1	$23.6M	Buy	398,646 +9,556	+2%	+$566K	0.21%	108
2015 Q4	$25.7M	Sell	389,090 -11,487	-3%	-$758K	0.23%	110
2015 Q3	$24.4M	Buy	400,577 +50,913	+15%	+$3.1M	0.22%	111
2015 Q2	$23.7M	Buy	349,664 +97,145	+38%	+$6.58M	0.21%	104
2015 Q1	$15.3M	Buy	252,519 +25,494	+11%	+$1.54M	0.14%	105
2014 Q4	$14.2M	Buy	227,025 +770	+0.3%	+$48.2K	0.12%	108
2014 Q3	$13.6M	Buy	226,255 +194,508	+613%	+$11.7M	0.17%	107
2014 Q2	$1.83M	Buy	31,747 +5,615	+21%	+$323K	0.02%	379
2014 Q1	$1.59M	Buy	26,132 +1,035	+4%	+$62.8K	0.01%	416
2013 Q4	$1.47M	Sell	25,097 -160,514	-86%	-$9.39M	0.01%	303
2013 Q3	$9.59M	Buy	185,611 +54,130	+41%	+$2.8M	0.11%	117
2013 Q2	$6.94M	Buy	+131,481	New	+$6.94M	0.09%	142