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Sterling Investment Management’s JPMorgan Chase JPM Stock Holding History

Sterling Investment Management’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 		$568K Sell
1,735
-463
-21% -$144K 0.31% 50
2026
Q1 		$647K Buy
2,198
+800
+57% +$243K 0.39% 48
2025
Q4 		$450K Hold
1,398
– – 0.26% 57
2025
Q3 		$441K Hold
1,398
– – 0.26% 55
2025
Q2 		$405K Hold
1,398
– – 0.27% 46
2025
Q1 		$343K Hold
1,398
– – 0.24% 46
2024
Q4 		$335K Hold
1,398
– – 0.26% 50
2024
Q3 		$295K Hold
1,398
– – 0.22% 53
2024
Q2 		$283K Hold
1,398
– – 0.21% 54
2024
Q1 		$280K Buy
1,398
+68
+5% +$12.3K 0.2% 56
2023
Q4 		$226K Buy
+1,330
New +$202K 0.17% 59
2022
Q3 		– Sell
-1,906
Closed -$215K – 66
2022
Q2 		$215K Sell
1,906
-10,997
-85% -$1.36M 0.18% 68
2022
Q1 		$1.76M Sell
12,903
-3,004
-19% -$443K 1.24% 23
2021
Q4 		$2.52M Sell
15,907
-170
-1% -$27.9K 1.57% 17
2021
Q3 		$2.63M Sell
16,077
-10
-0.1% -$1.57K 1.68% 16
2021
Q2 		$2.5M Sell
16,087
-3,193
-17% -$501K 1.64% 19
2021
Q1 		$2.94M Sell
19,280
-702
-4% -$101K 2.01% 17
2020
Q4 		$2.54M Buy
19,982
+149
+0.8% +$16.7K 1.8% 18
2020
Q3 		$1.91M Buy
19,833
+55
+0.3% +$5.4K 1.43% 25
2020
Q2 		$1.86M Buy
19,778
+15,263
+338% +$1.45M 1.44% 24
2020
Q1 		$406K Hold
4,515
– – 0.35% 51
2019
Q4 		$629K Hold
4,515
– – 0.42% 48
2019
Q3 		$531K Hold
4,515
– – 0.39% 44
2019
Q2 		$505K Hold
4,515
– – 0.39% 47
2019
Q1 		$457K Hold
4,515
– – 0.35% 48
2018
Q4 		$441K Hold
4,515
– – 0.37% 40
2018
Q3 		$509K Hold
4,515
– – 0.37% 45
2018
Q2 		$470K Buy
4,515
+232
+5% +$25.4K 0.36% 45
2018
Q1 		$471K Hold
4,283
– – 0.38% 43
2017
Q4 		$458K Buy
+4,283
New +$434K 0.49% 40

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

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

Sterling Investment Management reduced its JPMorgan Chase (JPM) stake by 21% in Q2 2026, selling an estimated $144K and leaving 1,735 shares worth $568K. The position accounts for 0.31% of the portfolio, ranked #50.

Sterling Investment Management first reported a position in JPM in Q4 2017 and has held it in 30 quarters since. The position peaked at $2.94M in Q1 2021. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sterling Investment Management held 1,735 shares of JPMorgan Chase worth $568K as of Q2 2026.
  • Sterling Investment Management sold 463 JPMorgan Chase shares in Q2 2026, an estimated $144K.
  • JPMorgan Chase made up 0.31% of Sterling Investment Management's portfolio in Q2 2026, its #50 holding.
  • Sterling Investment Management first reported a position in JPMorgan Chase in Q4 2017 and has held it in 30 quarters since.
  • Sterling Investment Management's JPMorgan Chase position peaked at $2.94M in Q1 2021.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sterling Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.