Sterling Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $69.6M | Buy |
236,535
+154,398
| +188% | +$46.9M | 1.32% | 9 |
|
|
2025
Q4 | $26.5M | Buy |
82,137
+15,044
| +22% | +$4.66M | 0.43% | 54 |
|
|
2025
Q3 | $21.2M | Sell |
67,093
-172
| -0.3% | -$51.2K | 0.31% | 63 |
|
|
2025
Q2 | $19.5M | Buy |
67,265
+282
| +0.4% | +$72K | 0.28% | 64 |
|
|
2025
Q1 | $16.4M | Sell |
66,983
-6,274
| -9% | -$1.6M | 0.25% | 68 |
|
|
2024
Q4 | $17.6M | Sell |
73,257
-10,427
| -12% | -$2.43M | 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% | -$2.34M | 0.4% | 91 |
|
|
2019
Q2 | $42.5M | Buy |
380,406
+120,464
| +46% | +$13.3M | 0.41% | 87 |
|
|
2019
Q1 | $26.3M | Sell |
259,942
-176,912
| -40% | -$18.2M | 0.26% | 110 |
|
|
2018
Q4 | $42.6M | Sell |
436,854
-6,962
| -2% | -$742K | 0.46% | 83 |
|
|
2018
Q3 | $50.1M | Buy |
443,816
+8,146
| +2% | +$925K | 0.45% | 83 |
|
|
2018
Q2 | $45.4M | Sell |
435,670
-27,025
| -6% | -$2.96M | 0.42% | 82 |
|
|
2018
Q1 | $50.9M | Buy |
462,695
+7,877
| +2% | +$892K | 0.48% | 75 |
|
|
2017
Q4 | $48.6M | Buy |
454,818
+32,840
| +8% | +$3.33M | 0.44% | 83 |
|
|
2017
Q3 | $40.3M | Sell |
421,978
-24,793
| -6% | -$2.29M | 0.38% | 87 |
|
|
2017
Q2 | $40.8M | Sell |
446,771
-12,980
| -3% | -$1.12M | 0.39% | 89 |
|
|
2017
Q1 | $40.4M | Buy |
459,751
+44,502
| +11% | +$3.93M | 0.38% | 88 |
|
|
2016
Q4 | $35.8M | Buy |
415,249
+93
| +0% | +$7.09K | 0.32% | 92 |
|
|
2016
Q3 | $27.6M | Sell |
415,156
-1,452
| -0.3% | -$94.7K | 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% | +$558K | 0.21% | 108 |
|
|
2015
Q4 | $25.7M | Sell |
389,090
-11,487
| -3% | -$748K | 0.23% | 110 |
|
|
2015
Q3 | $24.4M | Buy |
400,577
+50,913
| +15% | +$3.33M | 0.22% | 111 |
|
|
2015
Q2 | $23.7M | Buy |
349,664
+97,145
| +38% | +$6.34M | 0.21% | 104 |
|
|
2015
Q1 | $15.3M | Buy |
252,519
+25,494
| +11% | +$1.51M | 0.14% | 105 |
|
|
2014
Q4 | $14.2M | Buy |
227,025
+770
| +0.3% | +$46.3K | 0.12% | 108 |
|
|
2014
Q3 | $13.6M | Buy |
226,255
+194,508
| +613% | +$11.4M | 0.17% | 107 |
|
|
2014
Q2 | $1.83M | Buy |
31,747
+5,615
| +21% | +$316K | 0.02% | 379 |
|
|
2014
Q1 | $1.59M | Buy |
26,132
+1,035
| +4% | +$59.8K | 0.01% | 416 |
|
|
2013
Q4 | $1.47M | Sell |
25,097
-160,514
| -86% | -$8.79M | 0.01% | 303 |
|
|
2013
Q3 | $9.59M | Buy |
185,611
+54,130
| +41% | +$2.9M | 0.11% | 117 |
|
|
2013
Q2 | $6.94M | Buy |
+131,481
| New | +$6.68M | 0.09% | 142 |
|
Other funds holding JPM
VCM
VPM
