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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
1,534
-13
-0.8% -$3.87K 0.15% 50
2025
Q2 		$448K Hold
1,547
– – 0.15% 48
2025
Q1 		$379K Sell
1,547
-112
-7% -$28.6K 0.14% 53
2024
Q4 		$398K Sell
1,659
-12
-0.7% -$2.79K 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% +$2.17K 0.16% 49
2023
Q4 		$282K Buy
1,659
+242
+17% +$36.7K 0.17% 53
2023
Q3 		$205K Sell
1,417
-15
-1% -$2.25K 0.13% 58
2023
Q2 		$208K Buy
+1,432
New +$197K 0.14% 57

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sterling Financial Group's JPM Position: Q3 2025 in Review

Sterling Financial Group reduced its JPMorgan Chase (JPM) stake by 0.84% in Q3 2025, selling an estimated $3.87K and leaving 1,534 shares worth $484K. The position accounts for 0.15% of the portfolio, ranked #50.

Sterling Financial Group first reported a position in JPM in Q2 2023 and has held it in 10 quarters since. 4,752 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Sterling Financial Group held 1,534 shares of JPMorgan Chase worth $484K as of Q3 2025.
  • Sterling Financial Group sold 13 JPMorgan Chase shares in Q3 2025, an estimated $3.87K.
  • JPMorgan Chase made up 0.15% of Sterling Financial Group's portfolio in Q3 2025, its #50 holding.
  • Sterling Financial Group first reported a position in JPMorgan Chase in Q2 2023 and has held it in 10 quarters since.
  • 4,752 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.