Sterling Financial Group’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 | $448K | Hold |
1,547
| – | – | 0.15% | 48 |
|
|
2025
Q1 | $379K | Sell |
1,547
-112
| -7% | -$27.5K | 0.14% | 53 |
|
|
2024
Q4 | $398K | Sell |
1,659
-12
| -0.7% | -$2.88K | 0.15% | 50 |
|
|
2024
Q3 | $352K | Hold |
1,671
| – | – | 0.15% | 51 |
|
|
2024
Q2 | $338K | Hold |
1,671
| – | – | 0.15% | 51 |
|
|
2024
Q1 | $335K | Buy |
1,671
+12
| +0.7% | +$2.4K | 0.16% | 49 |
|
|
2023
Q4 | $282K | Buy |
1,659
+242
| +17% | +$41.2K | 0.17% | 53 |
|
|
2023
Q3 | $205K | Sell |
1,417
-15
| -1% | -$2.18K | 0.13% | 58 |
|
|
2023
Q2 | $208K | Buy |
+1,432
| New | +$208K | 0.14% | 57 |
|