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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Sterling Financial Planning's JPM Position: Q1 2026 in Review

Sterling Financial Planning held its JPMorgan Chase (JPM) position steady in Q1 2026 at 1,986 shares worth $584K. The position accounts for 0.17% of the portfolio, ranked #66.

Sterling Financial Planning first reported a position in JPM in Q4 2020 and has held it in 18 quarters since. The position peaked at $640K in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Sterling Financial Planning held 1,986 shares of JPMorgan Chase worth $584K as of Q1 2026.
  • Sterling Financial Planning left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.17% of Sterling Financial Planning's portfolio in Q1 2026, its #66 holding.
  • Sterling Financial Planning first reported a position in JPMorgan Chase in Q4 2020 and has held it in 18 quarters since.
  • Sterling Financial Planning's JPMorgan Chase position peaked at $640K in Q4 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.