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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
Q2 		$1.31M Sell
3,989
-31
-0.8% -$9.63K 0.54% 21
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sterling Group Wealth Management's JPM Position: Q2 2026 in Review

Sterling Group Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.77% in Q2 2026, selling an estimated $9.63K and leaving 3,989 shares worth $1.31M. The position accounts for 0.54% of the portfolio, ranked #21.

Sterling Group Wealth Management first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sterling Group Wealth Management held 3,989 shares of JPMorgan Chase worth $1.31M as of Q2 2026.
  • Sterling Group Wealth Management sold 31 JPMorgan Chase shares in Q2 2026, an estimated $9.63K.
  • JPMorgan Chase made up 0.54% of Sterling Group Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Sterling Group Wealth Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sterling Group Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.