SIM
Sterling Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$13.6K | 0.2% | 56 |
|
|
2023
Q4 | $226K | Buy |
+1,330
| New | +$226K | 0.17% | 59 |
|
|
2022
Q3 | – | Sell |
-1,906
| Closed | -$215K | – | 66 |
|
|
2022
Q2 | $215K | Sell |
1,906
-10,997
| -85% | -$1.24M | 0.18% | 68 |
|
|
2022
Q1 | $1.76M | Sell |
12,903
-3,004
| -19% | -$409K | 1.24% | 23 |
|
|
2021
Q4 | $2.52M | Sell |
15,907
-170
| -1% | -$26.9K | 1.57% | 17 |
|
|
2021
Q3 | $2.63M | Sell |
16,077
-10
| -0.1% | -$1.64K | 1.68% | 16 |
|
|
2021
Q2 | $2.5M | Sell |
16,087
-3,193
| -17% | -$497K | 1.64% | 19 |
|
|
2021
Q1 | $2.94M | Sell |
19,280
-702
| -4% | -$107K | 2.01% | 17 |
|
|
2020
Q4 | $2.54M | Buy |
19,982
+149
| +0.8% | +$18.9K | 1.8% | 18 |
|
|
2020
Q3 | $1.91M | Buy |
19,833
+55
| +0.3% | +$5.29K | 1.43% | 25 |
|
|
2020
Q2 | $1.86M | Buy |
19,778
+15,263
| +338% | +$1.44M | 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% | +$24.2K | 0.36% | 45 |
|
|
2018
Q1 | $471K | Hold |
4,283
| – | – | 0.38% | 43 |
|
|
2017
Q4 | $458K | Buy |
+4,283
| New | +$458K | 0.49% | 40 |
|