Sterling Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Hold |
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|
2025
Q1 | $343K | Hold |
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|
2024
Q4 | $335K | Hold |
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|
2024
Q3 | $295K | Hold |
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|
2024
Q2 | $283K | Hold |
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|
2024
Q1 | $280K | Buy |
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|
2023
Q4 | $226K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $215K | Sell |
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|
2022
Q1 | $1.76M | Sell |
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|
2021
Q4 | $2.52M | Sell |
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|
2021
Q3 | $2.63M | Sell |
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|
2021
Q2 | $2.5M | Sell |
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|
2021
Q1 | $2.94M | Sell |
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|
2020
Q4 | $2.54M | Buy |
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|
2020
Q3 | $1.91M | Buy |
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|
2020
Q2 | $1.86M | Buy |
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|
2020
Q1 | $406K | Hold |
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|
2019
Q4 | $629K | Hold |
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|
2019
Q3 | $531K | Hold |
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|
2019
Q2 | $505K | Hold |
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|
2019
Q1 | $457K | Hold |
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|
2018
Q4 | $441K | Hold |
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|
2018
Q3 | $509K | Hold |
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|
2018
Q2 | $470K | Buy |
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|
2018
Q1 | $471K | Hold |
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|
2017
Q4 | $458K | Buy |
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