Sterling Group Wealth Management’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
Q3 | $1.26M | Buy |
|
|||||
|
2025
Q2 | $1.16M | Buy |
|
|||||
|
2025
Q1 | $977K | Buy |
|
|||||
|
2024
Q4 | $954K | Sell |
|
|||||
|
2024
Q3 | $860K | Buy |
|
|||||
|
2024
Q2 | $805K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $712K | Buy |
|
|||||
|
2023
Q3 | $607K | Buy |
|
|||||
|
2023
Q2 | $608K | Sell |
|
|||||
|
2023
Q1 | $548K | Sell |
|
|||||
|
2022
Q4 | $574K | Buy |
|