SWM
JPM icon

Sterling Wealth Management’s JPMorgan Chase JPM Stock Holding History

Sterling Wealth Management’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
Q2 		$2.37M Hold
7,228
– – 0.59% 28
2026
Q1 		$2.13M Sell
7,228
-1
-0% -$303 0.58% 28
2025
Q4 		$2.33M Buy
7,229
+645
+10% +$200K 0.66% 28
2025
Q3 		$2.08M Hold
6,584
– – 0.63% 30
2025
Q2 		$1.91M Buy
+6,584
New +$1.68M 0.65% 29
2024
Q4 		$1.57M Sell
6,544
-70
-1% -$16.3K 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 +$989K 0.62% 24

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sterling Wealth Management's JPM Position: Q2 2026 in Review

Sterling Wealth Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 7,228 shares worth $2.37M. The position accounts for 0.59% of the portfolio, ranked #28.

Sterling Wealth Management first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. 5,132 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sterling Wealth Management held 7,228 shares of JPMorgan Chase worth $2.37M as of Q2 2026.
  • Sterling Wealth Management left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.59% of Sterling Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Sterling Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • 5,132 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.