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

Sterling Investment Advisors, Ltd.

  • $388 Million
  • Q4 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 24,793 shares of JPM stock, worth $6.02 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares
24,793
Previous 23,942 3.55%
Holding current value
$6.02 Million
Previous $5.05 Million 17.78%
% of portfolio
1.53%
Previous 1.36%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$205.18 - $250.29 $174,608 - $212,996
851 Added 3.55%
24,793 $5.94 Million
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
5,080
Shares Held
1.98B
Call Options Held
28.9M
Put Options Held
31.4M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $712B
  • 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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