Sterling Financial Group’s JPMorgan Chase JPM Stock Holding History

Sterling Financial Group’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$484K	Sell
2025 Q2	$448K	Hold
2025 Q1	$379K	Sell
2024 Q4	$398K	Sell
2024 Q3	$352K	Hold
2024 Q2	$338K	Hold
2024 Q1	$335K	Buy
2023 Q4	$282K	Buy
2023 Q3	$205K	Sell
2023 Q2	$208K	Buy