Sterling Wealth Management’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 | $1.91M | Buy |
+6,584
| New | +$1.91M | 0.65% | 29 |
|
|
2024
Q4 | $1.57M | Sell |
6,544
-70
| -1% | -$16.8K | 0.58% | 30 |
|
|
2024
Q3 | $1.39M | Buy |
6,614
+86
| +1% | +$18.1K | 0.52% | 32 |
|
|
2024
Q2 | $1.32M | Hold |
6,528
| – | – | 0.63% | 29 |
|
|
2024
Q1 | $1.31M | Hold |
6,528
| – | – | 0.65% | 25 |
|
|
2023
Q4 | $1.11M | Buy |
+6,528
| New | +$1.11M | 0.62% | 24 |
|