JPMorgan Chase & Co. shares owned by Sterling Group Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Sterling Group Wealth Management
from 13F filings
Historical chart of Sterling Group Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Sterling Group Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 4.0k | 315.45 |
| 2025-06-30 | $1.2M | 4.0k | 289.91 |
| 2025-03-31 | $977k | 4.0k | 245.33 |
| 2024-12-31 | $954k | 4.0k | 239.72 |
| 2024-09-30 | $860k | 4.1k | 210.85 |
| 2024-06-30 | $805k | 4.0k | 202.28 |
| 2023-12-31 | $712k | 4.2k | 170.11 |
| 2023-09-30 | $607k | 4.2k | 145.03 |
| 2023-06-30 | $609k | 4.2k | 145.43 |
| 2023-03-31 | $548k | 4.2k | 130.30 |
| 2022-12-31 | $574k | 4.3k | 134.10 |
More positions owned by Sterling Group Wealth Management
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