Sterling Manor Financial’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 | $293K | Buy |
1,010
+20
| +2% | +$5.8K | 0.2% | 25 |
|
|
2025
Q1 | $243K | Sell |
990
-326
| -25% | -$80K | 0.17% | 26 |
|
|
2024
Q4 | $315K | Hold |
1,316
| – | – | 0.22% | 22 |
|
|
2024
Q3 | $277K | Hold |
1,316
| – | – | 0.19% | 23 |
|
|
2024
Q2 | $266K | Hold |
1,316
| – | – | 0.2% | 22 |
|
|
2024
Q1 | $264K | Buy |
+1,316
| New | +$264K | 0.2% | 23 |
|