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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sterling Wealth Management's JPM Position: Q1 2026 in Review

Sterling Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.01% in Q1 2026, selling an estimated $303 and leaving 7,228 shares worth $2.13M. The position accounts for 0.58% of the portfolio, ranked #28.

Sterling Wealth Management first reported a position in JPM in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.33M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Sterling Wealth Management held 7,228 shares of JPMorgan Chase worth $2.13M as of Q1 2026.
Sterling Wealth Management sold 1 JPMorgan Chase share in Q1 2026, an estimated $303.
JPMorgan Chase made up 0.58% of Sterling Wealth Management's portfolio in Q1 2026, its #28 holding.
Sterling Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 9 quarters since.
Sterling Wealth Management's JPMorgan Chase position peaked at $2.33M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.