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Sterling Manor Financial’s JPMorgan Chase JPM Stock Holding History

Sterling Manor Financial’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
Q1 		$212K Sell
722
-200
-22% -$60.7K 0.13% 37
2025
Q4 		$297K Sell
922
-88
-9% -$27.2K 0.19% 29
2025
Q3 		$319K Hold
1,010
– – 0.2% 25
2025
Q2 		$293K Buy
1,010
+20
+2% +$5.1K 0.2% 25
2025
Q1 		$243K Sell
990
-326
-25% -$83.1K 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 +$237K 0.2% 23

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sterling Manor Financial's JPM Position: Q1 2026 in Review

Sterling Manor Financial reduced its JPMorgan Chase (JPM) stake by 22% in Q1 2026, selling an estimated $60.7K and leaving 722 shares worth $212K. The position accounts for 0.13% of the portfolio, ranked #37.

Sterling Manor Financial first reported a position in JPM in Q1 2024 and has held it in 9 quarters since. The position peaked at $319K in Q3 2025. 5,061 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Sterling Manor Financial held 722 shares of JPMorgan Chase worth $212K as of Q1 2026.
  • Sterling Manor Financial sold 200 JPMorgan Chase shares in Q1 2026, an estimated $60.7K.
  • JPMorgan Chase made up 0.13% of Sterling Manor Financial's portfolio in Q1 2026, its #37 holding.
  • Sterling Manor Financial first reported a position in JPMorgan Chase in Q1 2024 and has held it in 9 quarters since.
  • Sterling Manor Financial's JPMorgan Chase position peaked at $319K in Q3 2025.
  • 5,061 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Sterling Manor Financial's 13F filing for Q1 2026, filed 13 Apr 2026.