A detailed history of Sterling Investment Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sterling Investment Management, LLC holds 1,398 shares of JPM stock, worth $290,504. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,398
Previous 1,330 5.11%
Holding current value
$290,504
Previous $226,000 23.89%
% of portfolio
0.21%
Previous 0.17%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

BUY
$167.09 - $200.3 $11,362 - $13,620
68 Added 5.11%
1,398 $280,000
Q4 2023

Jan 17, 2024

BUY
$135.69 - $170.3 $180,467 - $226,499
1,330 New
1,330 $226,000
Q2 2022

Jul 06, 2022

SELL
$112.61 - $135.91 $1.24 Million - $1.49 Million
-10,997 Reduced 85.23%
1,906 $215,000
Q1 2022

May 12, 2022

SELL
$128.3 - $168.44 $385,413 - $505,993
-3,004 Reduced 18.88%
12,903 $1.76 Million
Q4 2021

Jan 21, 2022

SELL
$153.94 - $171.78 $26,169 - $29,202
-170 Reduced 1.06%
15,907 $2.52 Million
Q3 2021

Nov 04, 2021

SELL
$146.97 - $166.98 $1,469 - $1,669
-10 Reduced 0.06%
16,077 $2.63 Million
Q2 2021

Aug 05, 2021

SELL
$147.37 - $166.44 $470,552 - $531,442
-3,193 Reduced 16.56%
16,087 $2.5 Million
Q1 2021

Apr 19, 2021

SELL
$125.65 - $157.65 $88,206 - $110,670
-702 Reduced 3.51%
19,280 $2.94 Million
Q4 2020

Jan 22, 2021

BUY
$96.54 - $127.07 $14,384 - $18,933
149 Added 0.75%
19,982 $2.54 Million
Q3 2020

Oct 28, 2020

BUY
$91.28 - $103.82 $5,020 - $5,710
55 Added 0.28%
19,833 $1.91 Million
Q2 2020

Jul 14, 2020

BUY
$84.03 - $113.45 $1.28 Million - $1.73 Million
15,263 Added 338.05%
19,778 $1.86 Million
Q2 2018

Aug 08, 2018

BUY
$103.24 - $114.29 $23,951 - $26,515
232 Added 5.42%
4,515 $470,000
Q4 2017

Jan 18, 2018

BUY
$95.86 - $107.83 $410,568 - $461,835
4,283
4,283 $458,000

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 $610B
  • 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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