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Sterling Investment Counsel, LLC → JPM-PM

Sterling Investment Counsel, LLC JPM-PM Position History

JPM-PM

Quarters held
20
Latest value
$218K
Q3 2026
Peak value
$32.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4.3M
Q3 2025$26.7M
Q3 2025$1.1M
Q4 2025$4.7M
Q4 2025$27.8M
Q4 2025$626K
Q1 2026$4.4M
Q1 2026$285K
Q1 2026$30.2M
Q1 2026$724K
Q2 2026$4.8M
Q2 2026$309K
Q2 2026$31.1M
Q2 2026$525K
Q2 2026$274K
Q3 2026$4.8M
Q3 2026$290K
Q3 2026$32.7M
Q3 2026$625K
Q3 2026$218K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$218K3.6K——
Q3 2026$625K12.4K——
Q3 2026$32.7M582.1K——
Q3 2026$290K3.5K——
Q3 2026$4.8M14.5K——
Q2 2026$274K4.5K——
Q2 2026$525K10.4K——
Q2 2026$31.1M551.2K——
Q2 2026$309K3.7K——
Q2 2026$4.8M14.5K——
Q1 2026$724K14.3K——
Q1 2026$30.2M532.4K——
Q1 2026$285K3.8K——
Q1 2026$4.4M14.9K——
Q4 2025$626K12.4K——
Q4 2025$27.8M486.1K——
Q4 2025$4.7M15.5K——
Q3 2025$1.1M21.8K——
Q3 2025$26.7M468.4K——
Q3 2025$4.3M13.6K——

Other funds holding JPM-PM

Other Sterling Investment Counsel, LLC positions

ETHA

ISHARES TR

$40M
ETHA

ISHARES TR

$39.6M
ETHA

INVESCO EXCH TRADED FD TR II

$37.2M
ETHA

INVESCO EXCH TRADED FD TR II

$36.3M
ETHA

ISHARES TR

$35.7M
ETHA

ISHARES TR

$35.5M
ETHA

ISHARES TR

$32M
ETHA

INVESCO EXCH TRADED FD TR II

$30.7M