A detailed history of Sterling Group Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 3,978 shares of JPM stock, worth $825,554. This represents 0.46% of its overall portfolio holdings.

Number of Shares
3,978
Holding current value
$825,554
% of portfolio
0.46%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024

BUY
$180.08 - $204.79 $716,358 - $814,654
3,978 New
3,978 $804,000
Q4 2023

Jan 12, 2024

BUY
$135.69 - $170.3 $271 - $340
2 Added 0.05%
4,187 $712 Million
Q3 2023

Oct 11, 2023

BUY
$143.21 - $158.0 $143 - $158
1 Added 0.02%
4,185 $607 Million
Q2 2023

Jul 06, 2023

SELL
$127.47 - $145.44 $2,549 - $2,908
-20 Reduced 0.48%
4,184 $608 Million
Q1 2023

Apr 21, 2023

SELL
$124.91 - $143.8 $9,493 - $10,928
-76 Reduced 1.78%
4,204 $548 Million
Q4 2022

Feb 17, 2023

BUY
$101.96 - $137.84 $436,388 - $589,955
4,280 New
4,280 $574 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $609B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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