Sterling Wealth Management
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
Q3 		$2.39M Hold
7,228
– – 0.62% 29
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sterling Wealth Management's JPM Position: Q3 2026 in Review

Sterling Wealth Management held its JPMorgan Chase (JPM) position steady in Q3 2026 at 7,228 shares worth $2.39M. The position accounts for 0.62% of the portfolio, ranked #29.

Sterling Wealth Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Sterling Wealth Management held 7,228 shares of JPMorgan Chase worth $2.39M as of Q3 2026.
  • Sterling Wealth Management left its JPMorgan Chase share count unchanged in Q3 2026.
  • JPMorgan Chase made up 0.62% of Sterling Wealth Management's portfolio in Q3 2026, its #29 holding.
  • Sterling Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Sterling Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.