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Sterling Investment Advisors (Pennsylvania)’s JPMorgan Chase JPM Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$7.27M Sell
22,209
-1,038
-4% -$322K 1.21% 19
2026
Q1 		$6.84M Sell
23,247
-1,145
-5% -$347K 1.24% 20
2025
Q4 		$7.86M Buy
24,392
+284
+1% +$87.9K 1.45% 16
2025
Q3 		$7.6M Sell
24,108
-209
-0.9% -$62.2K 1.48% 17
2025
Q2 		$7.05M Buy
24,317
+284
+1% +$72.5K 1.55% 19
2025
Q1 		$5.9M Sell
24,033
-760
-3% -$194K 1.42% 22
2024
Q4 		$5.94M Buy
24,793
+851
+4% +$198K 1.44% 20
2024
Q3 		$5.05M Sell
23,942
-124
-0.5% -$26.1K 1.28% 25
2024
Q2 		$4.87M Sell
24,066
-173
-0.7% -$33.8K 1.32% 23
2024
Q1 		$4.86M Sell
24,239
-349
-1% -$63K 1.36% 21
2023
Q4 		$4.18M Sell
24,588
-601
-2% -$91.1K 1.3% 21
2023
Q3 		$3.65M Sell
25,189
-493
-2% -$73.9K 1.28% 20
2023
Q2 		$3.74M Buy
25,682
+109
+0.4% +$15K 1.24% 23
2023
Q1 		$3.33M Sell
25,573
-524
-2% -$71.8K 1.12% 26
2022
Q4 		$3.5M Sell
26,097
-1,200
-4% -$152K 1.25% 24
2022
Q3 		$2.85M Sell
27,297
-949
-3% -$109K 1.07% 27
2022
Q2 		$3.18M Buy
28,246
+1,348
+5% +$167K 1.09% 28
2022
Q1 		$3.67M Buy
26,898
+332
+1% +$49K 1.04% 24
2021
Q4 		$4.21M Sell
26,566
-70
-0.3% -$11.5K 1.18% 20
2021
Q3 		$4.36M Sell
26,636
-95
-0.4% -$14.9K 1.3% 19
2021
Q2 		$4.16M Buy
26,731
+15
+0.1% +$2.36K 1.22% 21
2021
Q1 		$4.07M Buy
26,716
+651
+2% +$93.7K 1.31% 20
2020
Q4 		$3.31M Sell
26,065
-1,050
-4% -$117K 1.12% 20
2020
Q3 		$2.61M Sell
27,115
-1,188
-4% -$117K 1.01% 23
2020
Q2 		$2.66M Buy
28,303
+2,855
+11% +$271K 1.1% 22
2020
Q1 		$2.29M Buy
25,448
+2,133
+9% +$259K 1.21% 19
2019
Q4 		$3.25M Sell
23,315
-296
-1% -$38K 1.49% 15
2019
Q3 		$2.78M Sell
23,611
-96
-0.4% -$10.9K 1.42% 15
2019
Q2 		$2.65M Sell
23,707
-1,981
-8% -$218K 1.36% 16
2019
Q1 		$2.6M Buy
25,688
+530
+2% +$54.6K 1.32% 18
2018
Q4 		$2.46M Buy
25,158
+1,729
+7% +$184K 1.45% 18
2018
Q3 		$2.64M Buy
23,429
+428
+2% +$48.6K 1.39% 18
2018
Q2 		$2.4M Buy
23,001
+350
+2% +$38.4K 1.41% 17
2018
Q1 		$2.49M Buy
22,651
+1,525
+7% +$173K 1.53% 17
2017
Q4 		$2.26M Sell
21,126
-100
-0.5% -$10.1K 1.4% 18
2017
Q3 		$2.03M Sell
21,226
-800
-4% -$73.8K 1.34% 17
2017
Q2 		$2.01M Buy
22,026
+3,736
+20% +$322K 1.34% 19
2017
Q1 		$1.61M Buy
18,290
+405
+2% +$35.7K 1.16% 28
2016
Q4 		$1.54M Buy
+17,885
New +$1.36M 1.24% 27

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s JPM Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) reduced its JPMorgan Chase (JPM) stake by 4.5% in Q2 2026, selling an estimated $322K and leaving 22,209 shares worth $7.27M. The position accounts for 1.21% of the portfolio, ranked #19.

Sterling Investment Advisors (Pennsylvania) first reported a position in JPM in Q4 2016 and has held it in 39 quarters since. The position peaked at $7.86M in Q4 2025. 3,051 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 22,209 shares of JPMorgan Chase worth $7.27M as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) sold 1,038 JPMorgan Chase shares in Q2 2026, an estimated $322K.
  • JPMorgan Chase made up 1.21% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #19 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in JPMorgan Chase in Q4 2016 and has held it in 39 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s JPMorgan Chase position peaked at $7.86M in Q4 2025.
  • 3,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.