Sterling Group Wealth Management’s JPMorgan Chase JPM Stock Holding History

Sterling Group Wealth Management’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	$1.18M	Buy	4,020 +33	+0.8%	+$10K	0.56%	18
2025 Q4	$1.28M	Buy	3,987 +2	+0.1%	+$619	0.62%	18
2025 Q3	$1.26M	Buy	3,985 +1	+0%	+$297	0.62%	17
2025 Q2	$1.16M	Buy	3,984 +2	+0.1%	+$510	0.64%	17
2025 Q1	$977K	Buy	3,982 +1	+0%	+$255	0.52%	19
2024 Q4	$954K	Sell	3,981 -99	-2%	-$23.1K	0.5%	20
2024 Q3	$860K	Buy	4,080 +102	+3%	+$21.5K	0.46%	21
2024 Q2	$805K	Buy	+3,978	New	+$778K	0.46%	22
2024 Q1	–	Sell	-4,187	Closed	-$712K	–	23
2023 Q4	$712K	Buy	4,187 +2	+0%	+$303	0.55%	18
2023 Q3	$607K	Buy	4,185 +1	+0%	+$150	0.57%	20
2023 Q2	$608K	Sell	4,184 -20	-0.5%	-$2.75K	0.53%	21
2023 Q1	$548K	Sell	4,204 -76	-2%	-$10.4K	0.52%	22
2022 Q4	$574K	Buy	+4,280	New	+$542K	0.57%	21

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sterling Group Wealth Management's JPM Position: Q1 2026 in Review

Sterling Group Wealth Management increased its JPMorgan Chase (JPM) stake by 0.83% in Q1 2026, buying an estimated $10K and bringing the position to 4,020 shares worth $1.18M. The position accounts for 0.56% of the portfolio, ranked #18.

Sterling Group Wealth Management first reported a position in JPM in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.28M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Sterling Group Wealth Management held 4,020 shares of JPMorgan Chase worth $1.18M as of Q1 2026.
Sterling Group Wealth Management bought 33 JPMorgan Chase shares in Q1 2026, an estimated $10K.
JPMorgan Chase made up 0.56% of Sterling Group Wealth Management's portfolio in Q1 2026, its #18 holding.
Sterling Group Wealth Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 13 quarters since.
Sterling Group Wealth Management's JPMorgan Chase position peaked at $1.28M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Sterling Group Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.