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Sterling Investment Counsel’s JPMorgan Chase JPM Stock Holding History

Sterling Investment Counsel’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 		$4.75M Sell
14,512
-392
-3% -$122K 1.12% 17
2026
Q1 		$4.38M Sell
14,904
-558
-4% -$169K 1.23% 17
2025
Q4 		$4.72M Buy
15,462
+1,895
+14% +$587K 1.35% 15
2025
Q3 		$4.28M Buy
13,567
+6,001
+79% +$1.78M 1.37% 18
2025
Q2 		$2.19M Sell
7,566
-9,537
-56% -$2.43M 1.29% 16
2025
Q1 		$4.2M Buy
17,103
+9,601
+128% +$2.45M 1.44% 18
2024
Q4 		$1.8M Sell
7,502
-9,235
-55% -$2.15M 1.19% 15
2024
Q3 		$3.53M Buy
16,737
+1,573
+10% +$331K 1.26% 16
2024
Q2 		$3.07M Buy
15,164
+354
+2% +$69.2K 1.21% 16
2024
Q1 		$2.97M Buy
14,810
+4,472
+43% +$807K 1.37% 15
2023
Q4 		$1.76M Sell
10,338
-28
-0.3% -$4.24K 0.9% 21
2023
Q3 		$1.5M Sell
10,366
-97
-0.9% -$14.5K 0.86% 22
2023
Q2 		$1.52M Buy
10,463
+272
+3% +$37.4K 0.82% 21
2023
Q1 		$1.33M Sell
10,191
-181
-2% -$24.8K 0.79% 22
2022
Q4 		$1.39M Buy
10,372
+7
+0.1% +$887 0.86% 22
2022
Q3 		$1.08M Sell
10,365
-42
-0.4% -$4.82K 0.79% 21
2022
Q2 		$1.17M Buy
10,407
+75
+0.7% +$9.29K 0.89% 18
2022
Q1 		$1.41M Buy
10,332
+3,126
+43% +$461K 0.95% 17
2021
Q4 		$1.14M Buy
+7,206
New +$1.18M 0.77% 22

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Sterling Investment Counsel's JPM Position: Q2 2026 in Review

Sterling Investment Counsel reduced its JPMorgan Chase (JPM) stake by 2.6% in Q2 2026, selling an estimated $122K and leaving 14,512 shares worth $4.75M. The position accounts for 1.12% of the portfolio, ranked #17.

Sterling Investment Counsel first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sterling Investment Counsel held 14,512 shares of JPMorgan Chase worth $4.75M as of Q2 2026.
  • Sterling Investment Counsel sold 392 JPMorgan Chase shares in Q2 2026, an estimated $122K.
  • JPMorgan Chase made up 1.12% of Sterling Investment Counsel's portfolio in Q2 2026, its #17 holding.
  • Sterling Investment Counsel first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.