Sterling Financial Planning’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $585K | Sell |
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|
2025
Q1 | $525K | Buy |
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|
2024
Q4 | $496K | Buy |
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|
2024
Q3 | $412K | Hold |
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|
2024
Q2 | $396K | Sell |
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|
2024
Q1 | $402K | Buy |
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|
2023
Q4 | $222K | Sell |
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|
2023
Q3 | $211K | Sell |
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|
2023
Q2 | $214K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $238K | Hold |
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|
2021
Q4 | $277K | Buy |
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|
2021
Q3 | $221K | Sell |
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|
2021
Q2 | $222K | Hold |
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|
2021
Q1 | $218K | Hold |
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|
2020
Q4 | $182K | Buy |
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