JPMorgan Chase & Co. shares owned by Sterling Financial Planning
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Sterling Financial Planning
from 13F filings
Historical chart of Sterling Financial Planning investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Sterling Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $626k | 2.0k | 315.43 |
| 2025-06-30 | $585k | 2.0k | 289.91 |
| 2025-03-31 | $525k | 2.1k | 245.30 |
| 2024-12-31 | $496k | 2.1k | 239.71 |
| 2024-09-30 | $412k | 2.0k | 210.86 |
| 2024-06-30 | $396k | 2.0k | 202.26 |
| 2024-03-31 | $402k | 2.0k | 200.30 |
| 2023-12-31 | $222k | 1.3k | 170.10 |
| 2023-09-30 | $211k | 1.5k | 145.02 |
| 2023-06-30 | $214k | 1.5k | 145.44 |
| 2022-03-31 | $238k | 1.7k | 136.08 |
| 2021-12-31 | $277k | 1.7k | 158.38 |
| 2021-09-30 | $221k | 1.3k | 163.83 |
| 2021-06-30 | $222k | 1.4k | 155.35 |
| 2021-03-31 | $218k | 1.4k | 152.55 |
| 2020-12-31 | $182k | 1.4k | 127.36 |
More positions owned by Sterling Financial Planning
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