SIAP
Sterling Investment Advisors (Pennsylvania)’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.05M | Buy |
24,317
+284
| +1% | +$82.3K | 1.55% | 19 |
|
|
2025
Q1 | $5.9M | Sell |
24,033
-760
| -3% | -$186K | 1.42% | 22 |
|
|
2024
Q4 | $5.94M | Buy |
24,793
+851
| +4% | +$204K | 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% | -$35K | 1.32% | 23 |
|
|
2024
Q1 | $4.86M | Sell |
24,239
-349
| -1% | -$69.9K | 1.36% | 21 |
|
|
2023
Q4 | $4.18M | Sell |
24,588
-601
| -2% | -$102K | 1.3% | 21 |
|
|
2023
Q3 | $3.65M | Sell |
25,189
-493
| -2% | -$71.5K | 1.28% | 20 |
|
|
2023
Q2 | $3.74M | Buy |
25,682
+109
| +0.4% | +$15.9K | 1.24% | 23 |
|
|
2023
Q1 | $3.33M | Sell |
25,573
-524
| -2% | -$68.3K | 1.12% | 26 |
|
|
2022
Q4 | $3.5M | Sell |
26,097
-1,200
| -4% | -$161K | 1.25% | 24 |
|
|
2022
Q3 | $2.85M | Sell |
27,297
-949
| -3% | -$99.2K | 1.07% | 27 |
|
|
2022
Q2 | $3.18M | Buy |
28,246
+1,348
| +5% | +$152K | 1.09% | 28 |
|
|
2022
Q1 | $3.67M | Buy |
26,898
+332
| +1% | +$45.3K | 1.04% | 24 |
|
|
2021
Q4 | $4.21M | Sell |
26,566
-70
| -0.3% | -$11.1K | 1.18% | 20 |
|
|
2021
Q3 | $4.36M | Sell |
26,636
-95
| -0.4% | -$15.6K | 1.3% | 19 |
|
|
2021
Q2 | $4.16M | Buy |
26,731
+15
| +0.1% | +$2.33K | 1.22% | 21 |
|
|
2021
Q1 | $4.07M | Buy |
26,716
+651
| +2% | +$99.1K | 1.31% | 20 |
|
|
2020
Q4 | $3.31M | Sell |
26,065
-1,050
| -4% | -$133K | 1.12% | 20 |
|
|
2020
Q3 | $2.61M | Sell |
27,115
-1,188
| -4% | -$114K | 1.01% | 23 |
|
|
2020
Q2 | $2.66M | Buy |
28,303
+2,855
| +11% | +$269K | 1.1% | 22 |
|
|
2020
Q1 | $2.29M | Buy |
25,448
+2,133
| +9% | +$192K | 1.21% | 19 |
|
|
2019
Q4 | $3.25M | Sell |
23,315
-296
| -1% | -$41.3K | 1.49% | 15 |
|
|
2019
Q3 | $2.78M | Sell |
23,611
-96
| -0.4% | -$11.3K | 1.42% | 15 |
|
|
2019
Q2 | $2.65M | Sell |
23,707
-1,981
| -8% | -$221K | 1.36% | 16 |
|
|
2019
Q1 | $2.6M | Buy |
25,688
+530
| +2% | +$53.6K | 1.32% | 18 |
|
|
2018
Q4 | $2.46M | Buy |
25,158
+1,729
| +7% | +$169K | 1.45% | 18 |
|
|
2018
Q3 | $2.64M | Buy |
23,429
+428
| +2% | +$48.3K | 1.39% | 18 |
|
|
2018
Q2 | $2.4M | Buy |
23,001
+350
| +2% | +$36.5K | 1.41% | 17 |
|
|
2018
Q1 | $2.49M | Buy |
22,651
+1,525
| +7% | +$168K | 1.53% | 17 |
|
|
2017
Q4 | $2.26M | Sell |
21,126
-100
| -0.5% | -$10.7K | 1.4% | 18 |
|
|
2017
Q3 | $2.03M | Sell |
21,226
-800
| -4% | -$76.4K | 1.34% | 17 |
|
|
2017
Q2 | $2.01M | Buy |
22,026
+3,736
| +20% | +$341K | 1.34% | 19 |
|
|
2017
Q1 | $1.61M | Buy |
18,290
+405
| +2% | +$35.6K | 1.16% | 28 |
|
|
2016
Q4 | $1.54M | Buy |
+17,885
| New | +$1.54M | 1.24% | 27 |
|