A detailed history of Sterling Investment Counsel, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sterling Investment Counsel, LLC holds 16,737 shares of JPM stock, worth $4.07 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
16,737
Previous 15,164 10.37%
Holding current value
$4.07 Million
Previous $3.07 Million 15.0%
% of portfolio
1.26%
Previous 1.21%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

BUY
$194.9 - $224.8 $306,577 - $353,610
1,573 Added 10.37%
16,737 $3.53 Million
Q2 2024

Jul 25, 2024

BUY
$180.08 - $204.79 $63,748 - $72,495
354 Added 2.39%
15,164 $3.07 Million
Q1 2024

Apr 26, 2024

BUY
$167.09 - $200.3 $747,226 - $895,741
4,472 Added 43.26%
14,810 $2.97 Million
Q4 2023

Jan 12, 2024

SELL
$135.69 - $170.3 $3,799 - $4,768
-28 Reduced 0.27%
10,338 $1.76 Million
Q3 2023

Oct 19, 2023

SELL
$143.21 - $158.0 $13,891 - $15,326
-97 Reduced 0.93%
10,366 $1.5 Million
Q2 2023

Jul 17, 2023

BUY
$127.47 - $145.44 $34,671 - $39,559
272 Added 2.67%
10,463 $1.52 Million
Q1 2023

Apr 18, 2023

SELL
$124.91 - $143.8 $22,608 - $26,027
-181 Reduced 1.75%
10,191 $1.33 Million
Q4 2022

Jan 20, 2023

BUY
$101.96 - $137.84 $713 - $964
7 Added 0.07%
10,372 $0
Q3 2022

Oct 21, 2022

SELL
$20.73 - $120.58 $870 - $5,064
-42 Reduced 0.4%
10,365 $1.08 Million
Q2 2022

Oct 20, 2022

BUY
$112.61 - $135.91 $401,342 - $484,383
3,564 Added 52.08%
10,407 $1.17 Million
Q2 2022

Jul 18, 2022

SELL
$112.61 - $135.91 $392,896 - $474,189
-3,489 Reduced 33.77%
6,843 $771,000
Q1 2022

May 10, 2022

BUY
$128.3 - $168.44 $401,065 - $526,543
3,126 Added 43.38%
10,332 $1.41 Million
Q4 2021

Apr 29, 2022

BUY
$153.94 - $171.78 $1.11 Million - $1.24 Million
7,206 New
7,206 $1.14 Million

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 $713B
  • 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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