Sterling Wealth Management »

JPMorgan Chase & Co. shares owned by Sterling Wealth Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Sterling Wealth Management from 13F filings

Historical chart of Sterling Wealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Sterling Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by Sterling Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 6.6k 210.86
2024-06-30 $1.3M 6.5k 202.26
2024-03-31 $1.3M 6.5k 200.30
2023-12-31 $1.1M 6.5k 170.10

More positions owned by Sterling Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Short Duration F (DFSD)
Hubbell (HUBB)

View all positions for Sterling Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.