Sterling Investment Counsel’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Sell |
7,566
-9,537
| -56% | -$2.76M | 1.29% | 16 |
|
|
2025
Q1 | $4.2M | Buy |
17,103
+9,601
| +128% | +$2.36M | 1.44% | 18 |
|
|
2024
Q4 | $1.8M | Sell |
7,502
-9,235
| -55% | -$2.21M | 1.19% | 15 |
|
|
2024
Q3 | $3.53M | Buy |
16,737
+1,573
| +10% | +$332K | 1.26% | 16 |
|
|
2024
Q2 | $3.07M | Buy |
15,164
+354
| +2% | +$71.6K | 1.21% | 16 |
|
|
2024
Q1 | $2.97M | Buy |
14,810
+4,472
| +43% | +$896K | 1.37% | 15 |
|
|
2023
Q4 | $1.76M | Sell |
10,338
-28
| -0.3% | -$4.76K | 0.9% | 21 |
|
|
2023
Q3 | $1.5M | Sell |
10,366
-97
| -0.9% | -$14.1K | 0.86% | 22 |
|
|
2023
Q2 | $1.52M | Buy |
10,463
+272
| +3% | +$39.6K | 0.82% | 21 |
|
|
2023
Q1 | $1.33M | Sell |
10,191
-181
| -2% | -$23.6K | 0.79% | 22 |
|
|
2022
Q4 | $1.39M | Buy |
10,372
+7
| +0.1% | +$939 | 0.86% | 22 |
|
|
2022
Q3 | $1.08M | Sell |
10,365
-42
| -0.4% | -$4.38K | 0.79% | 21 |
|
|
2022
Q2 | $1.17M | Buy |
10,407
+75
| +0.7% | +$8.44K | 0.89% | 18 |
|
|
2022
Q1 | $1.41M | Buy |
10,332
+3,126
| +43% | +$426K | 0.95% | 17 |
|
|
2021
Q4 | $1.14M | Buy |
+7,206
| New | +$1.14M | 0.77% | 22 |
|