JPMorgan Chase & Co. shares owned by Sterling Investment Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Sterling Investment Advisors
from 13F filings
Historical chart of Sterling Investment Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Sterling Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Sterling Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.0M | 24k | 210.86 |
| 2024-06-30 | $4.9M | 24k | 202.26 |
| 2024-03-31 | $4.9M | 24k | 200.30 |
| 2023-12-31 | $4.2M | 25k | 170.10 |
| 2023-09-30 | $3.7M | 25k | 145.02 |
| 2023-06-30 | $3.7M | 26k | 145.44 |
| 2023-03-31 | $3.3M | 26k | 130.31 |
| 2022-12-31 | $3.5M | 26k | 134.10 |
| 2022-09-30 | $2.9M | 27k | 104.52 |
| 2022-06-30 | $3.2M | 28k | 112.62 |
| 2022-03-31 | $3.7M | 27k | 136.33 |
| 2021-12-31 | $4.2M | 27k | 158.36 |
| 2021-09-30 | $4.4M | 27k | 163.69 |
| 2021-06-30 | $4.2M | 27k | 155.55 |
| 2021-03-31 | $4.1M | 27k | 152.23 |
| 2020-12-31 | $3.3M | 26k | 127.07 |
| 2020-09-30 | $2.6M | 27k | 96.26 |
| 2020-06-30 | $2.7M | 28k | 94.05 |
| 2020-03-31 | $2.3M | 25k | 90.03 |
| 2019-12-31 | $3.3M | 23k | 139.40 |
| 2019-09-30 | $2.8M | 24k | 117.70 |
| 2019-06-30 | $2.6M | 24k | 111.78 |
| 2019-03-31 | $2.6M | 26k | 101.21 |
| 2018-12-31 | $2.5M | 25k | 97.58 |
| 2018-09-30 | $2.6M | 23k | 112.85 |
| 2018-06-30 | $2.4M | 23k | 104.17 |
| 2018-03-31 | $2.5M | 23k | 109.97 |
| 2017-12-31 | $2.3M | 21k | 106.93 |
| 2017-09-30 | $2.0M | 21k | 95.50 |
| 2017-06-30 | $2.0M | 22k | 91.39 |
| 2017-03-31 | $1.6M | 18k | 87.86 |
| 2016-12-31 | $1.5M | 18k | 86.27 |
More positions owned by Sterling Investment Advisors
Home Depot (HD)
View all positions for Sterling Investment Advisors