A detailed history of Sterling Wealth Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 6,528 shares of JPM stock, worth $1.61 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
6,528
Previous 6,528 -0.0%
Holding current value
$1.61 Million
Previous $1.31 Billion 0.98%
% of portfolio
0.63%
Previous 0.65%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $885,784 - $1.11 Million
6,528 New
6,528 $1.11 Billion

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 $725B
  • 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 Wealth Management, Inc. Portfolio

Follow Sterling Wealth Management, Inc. 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 Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Wealth Management, Inc. with notifications on news.