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Sterling Financial Planning’s JPMorgan Chase JPM Stock Holding History

Sterling Financial Planning’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
2026
Q2 		$767K Buy
2,343
+357
+18% +$111K 0.21% 59
2026
Q1 		$584K Hold
1,986
– – 0.17% 66
2025
Q4 		$640K Hold
1,986
– – 0.19% 62
2025
Q3 		$626K Sell
1,986
-32
-2% -$9.52K 0.2% 63
2025
Q2 		$585K Sell
2,018
-121
-6% -$30.9K 0.2% 64
2025
Q1 		$525K Buy
2,139
+71
+3% +$18.1K 0.19% 70
2024
Q4 		$496K Buy
2,068
+112
+6% +$26.1K 0.18% 72
2024
Q3 		$412K Hold
1,956
– – 0.15% 80
2024
Q2 		$396K Sell
1,956
-50
-2% -$9.78K 0.16% 76
2024
Q1 		$402K Buy
2,006
+700
+54% +$126K 0.16% 77
2023
Q4 		$222K Sell
1,306
-150
-10% -$22.7K 0.1% 97
2023
Q3 		$211K Sell
1,456
-18
-1% -$2.7K 0.11% 92
2023
Q2 		$214K Buy
+1,474
New +$203K 0.11% 94
2022
Q2 		– Sell
-1,749
Closed -$238K – 93
2022
Q1 		$238K Hold
1,749
– – 0.15% 85
2021
Q4 		$277K Buy
1,749
+400
+30% +$65.7K 0.17% 81
2021
Q3 		$221K Sell
1,349
-80
-6% -$12.5K 0.14% 81
2021
Q2 		$222K Hold
1,429
– – 0.14% 76
2021
Q1 		$218K Hold
1,429
– – 0.16% 73
2020
Q4 		$182K Buy
+1,429
New +$160K 0.15% 77

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sterling Financial Planning's JPM Position: Q2 2026 in Review

Sterling Financial Planning increased its JPMorgan Chase (JPM) stake by 18% in Q2 2026, buying an estimated $111K and bringing the position to 2,343 shares worth $767K. The position accounts for 0.21% of the portfolio, ranked #59.

Sterling Financial Planning first reported a position in JPM in Q4 2020 and has held it in 19 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sterling Financial Planning held 2,343 shares of JPMorgan Chase worth $767K as of Q2 2026.
  • Sterling Financial Planning bought 357 JPMorgan Chase shares in Q2 2026, an estimated $111K.
  • JPMorgan Chase made up 0.21% of Sterling Financial Planning's portfolio in Q2 2026, its #59 holding.
  • Sterling Financial Planning first reported a position in JPMorgan Chase in Q4 2020 and has held it in 19 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.