Sterling Group Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
3,984
+2
| +0.1% | +$580 | 0.64% | 17 |
|
|
2025
Q1 | $977K | Buy |
3,982
+1
| +0% | +$245 | 0.52% | 19 |
|
|
2024
Q4 | $954K | Sell |
3,981
-99
| -2% | -$23.7K | 0.5% | 20 |
|
|
2024
Q3 | $860K | Buy |
4,080
+102
| +3% | +$21.5K | 0.46% | 21 |
|
|
2024
Q2 | $805K | Buy |
+3,978
| New | +$805K | 0.46% | 22 |
|
|
2024
Q1 | – | Sell |
-4,187
| Closed | -$712K | – | 23 |
|
|
2023
Q4 | $712K | Buy |
4,187
+2
| +0% | +$340 | 0.55% | 18 |
|
|
2023
Q3 | $607K | Buy |
4,185
+1
| +0% | +$145 | 0.57% | 20 |
|
|
2023
Q2 | $608K | Sell |
4,184
-20
| -0.5% | -$2.91K | 0.53% | 21 |
|
|
2023
Q1 | $548K | Sell |
4,204
-76
| -2% | -$9.9K | 0.52% | 22 |
|
|
2022
Q4 | $574K | Buy |
+4,280
| New | +$574K | 0.57% | 21 |
|