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

Sterling Investment Advisors, Ltd.

  • $426 Million
  • Q2 2025

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 24,317 shares of JPM stock, worth $6.98 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares
24,317
Previous 24,033 1.18%
Holding current value
$6.98 Million
Previous $5.9 Million 19.58%
% of portfolio
1.65%
Previous 1.52%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$210.28 - $289.91 $59,719 - $82,334
284 Added 1.18%
24,317 $7.05 Million
Q1 2025

May 07, 2025
SELL
$225.19 - $279.95 $171,144 - $212,762
-760 Reduced 3.07%
24,033 $5.9 Million
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
5,261
Shares Held
2.04B
Call Options Held
23.3M
Put Options Held
26.3M
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 $842B
  • 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
Track This Portfolio

Track Sterling Investment Advisors, Ltd. Portfolio

Follow Sterling Investment Advisors, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Investment Advisors, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Investment Advisors, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email