Sterling Investment Advisors (Pennsylvania)’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
Q2 | $7.05M | Buy |
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|
2025
Q1 | $5.9M | Sell |
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|
2024
Q4 | $5.94M | Buy |
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|
2024
Q3 | $5.05M | Sell |
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|
2024
Q2 | $4.87M | Sell |
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|
2024
Q1 | $4.86M | Sell |
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|
2023
Q4 | $4.18M | Sell |
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|
2023
Q3 | $3.65M | Sell |
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|
2023
Q2 | $3.74M | Buy |
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|
2023
Q1 | $3.33M | Sell |
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|
2022
Q4 | $3.5M | Sell |
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|
2022
Q3 | $2.85M | Sell |
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|
2022
Q2 | $3.18M | Buy |
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|
2022
Q1 | $3.67M | Buy |
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|
2021
Q4 | $4.21M | Sell |
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|
2021
Q3 | $4.36M | Sell |
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|
2021
Q2 | $4.16M | Buy |
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|
2021
Q1 | $4.07M | Buy |
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|
2020
Q4 | $3.31M | Sell |
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|
2020
Q3 | $2.61M | Sell |
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|
2020
Q2 | $2.66M | Buy |
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|
2020
Q1 | $2.29M | Buy |
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|
2019
Q4 | $3.25M | Sell |
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|
2019
Q3 | $2.78M | Sell |
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|
2019
Q2 | $2.65M | Sell |
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|
2019
Q1 | $2.6M | Buy |
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|
2018
Q4 | $2.46M | Buy |
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|
2018
Q3 | $2.64M | Buy |
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|
2018
Q2 | $2.4M | Buy |
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|
2018
Q1 | $2.49M | Buy |
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|
2017
Q4 | $2.26M | Sell |
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|
2017
Q3 | $2.03M | Sell |
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|
2017
Q2 | $2.01M | Buy |
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|
2017
Q1 | $1.61M | Buy |
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|
2016
Q4 | $1.54M | Buy |
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