Sterling Investment Advisors, Ltd. Jpmorgan Chase & CO Transaction History

Sterling Investment Advisors, Ltd.

$370 Million
Q3 2024

A detailed history of Sterling Investment Advisors, Ltd. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sterling Investment Advisors, Ltd. holds 23,942 shares of JPM stock, worth $5.26 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

23,942

Previous 24,066 0.52%

Holding current value

$5.26 Million

Previous $4.87 Million 3.68%

% of portfolio

1.36%

Previous 1.4%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$194.9 - $224.8 $24,167 - $27,875	-124 Reduced 0.52%	23,942 $5.05 Million
Q2 2024 Aug 05, 2024	SELL	$180.08 - $204.79 $31,153 - $35,428	-173 Reduced 0.71%	24,066 $4.87 Million
Q1 2024 Apr 30, 2024	SELL	$167.09 - $200.3 $58,314 - $69,904	-349 Reduced 1.42%	24,239 $4.86 Million
Q4 2023 Feb 08, 2024	SELL	$135.69 - $170.3 $81,549 - $102,350	-601 Reduced 2.39%	24,588 $4.18 Million
Q3 2023 Nov 06, 2023	SELL	$143.21 - $158.0 $70,602 - $77,894	-493 Reduced 1.92%	25,189 $3.65 Million
Q2 2023 Aug 03, 2023	BUY	$127.47 - $145.44 $13,894 - $15,852	109 Added 0.43%	25,682 $3.74 Million
Q1 2023 Apr 25, 2023	SELL	$124.91 - $143.8 $65,452 - $75,351	-524 Reduced 2.01%	25,573 $3.33 Million
Q4 2022 Feb 06, 2023	SELL	$101.96 - $137.84 $122,351 - $165,408	-1,200 Reduced 4.4%	26,097 $3.5 Million
Q3 2022 Nov 03, 2022	SELL	$20.73 - $120.58 $19,672 - $114,430	-949 Reduced 3.36%	27,297 $2.85 Million
Q2 2022 Aug 05, 2022	BUY	$112.61 - $135.91 $151,798 - $183,206	1,348 Added 5.01%	28,246 $3.18 Million
Q1 2022 May 03, 2022	BUY	$128.3 - $168.44 $42,595 - $55,922	332 Added 1.25%	26,898 $3.67 Million
Q4 2021 Feb 02, 2022	SELL	$153.94 - $171.78 $10,775 - $12,024	-70 Reduced 0.26%	26,566 $4.21 Million
Q3 2021 Nov 09, 2021	SELL	$146.97 - $166.98 $13,962 - $15,863	-95 Reduced 0.36%	26,636 $4.36 Million
Q2 2021 Jul 29, 2021	BUY	$147.37 - $166.44 $2,210 - $2,496	15 Added 0.06%	26,731 $4.16 Million
Q1 2021 May 04, 2021	BUY	$125.65 - $157.65 $81,798 - $102,630	651 Added 2.5%	26,716 $4.07 Million
Q4 2020 Jan 21, 2021	SELL	$96.54 - $127.07 $101,367 - $133,423	-1,050 Reduced 3.87%	26,065 $3.31 Million
Q3 2020 Oct 26, 2020	SELL	$91.28 - $103.82 $108,440 - $123,338	-1,188 Reduced 4.2%	27,115 $2.61 Million
Q2 2020 Jul 24, 2020	BUY	$84.03 - $113.45 $239,905 - $323,899	2,855 Added 11.22%	28,303 $2.66 Million
Q1 2020 Apr 30, 2020	BUY	$79.03 - $141.09 $168,570 - $300,944	2,133 Added 9.15%	25,448 $2.29 Million
Q4 2019 Feb 10, 2020	SELL	$111.82 - $139.4 $33,098 - $41,262	-296 Reduced 1.25%	23,315 $3.25 Million
Q3 2019 Oct 15, 2019	SELL	$104.8 - $120.23 $10,060 - $11,542	-96 Reduced 0.4%	23,611 $2.78 Million
Q2 2019 Aug 06, 2019	SELL	$104.64 - $116.12 $207,291 - $230,033	-1,981 Reduced 7.71%	23,707 $2.65 Million
Q1 2019 May 01, 2019	BUY	$97.11 - $107.19 $51,468 - $56,810	530 Added 2.11%	25,688 $2.6 Million
Q4 2018 Jan 18, 2019	BUY	$92.14 - $115.32 $159,310 - $199,388	1,729 Added 7.38%	25,158 $2.46 Million
Q3 2018 Nov 09, 2018	BUY	$103.61 - $118.63 $44,345 - $50,773	428 Added 1.86%	23,429 $2.64 Million
Q2 2018 Jul 26, 2018	BUY	$103.24 - $114.29 $36,134 - $40,001	350 Added 1.55%	23,001 $2.4 Million
Q1 2018 Apr 23, 2018	BUY	$107.01 - $118.77 $163,190 - $181,124	1,525 Added 7.22%	22,651 $2.49 Million
Q4 2017 Jan 29, 2018	SELL	$95.86 - $107.83 $9,586 - $10,783	-100 Reduced 0.47%	21,126 $2.26 Million
Q3 2017 Nov 03, 2017	SELL	$88.42 - $95.51 $70,736 - $76,408	-800 Reduced 3.63%	21,226 $2.03 Million
Q2 2017 Aug 09, 2017	BUY	N/A	22,026	22,026 $2.01 Million

Others Institutions Holding JPM

# of Institutions

4,556

Shares Held

2.02B

Call Options Held

26M

Put Options Held

29M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $645B
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 ...

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Sterling Investment Advisors, Ltd. Jpmorgan Chase & CO Transaction History