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Disclosery

Sterling Capital Management LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sterling Capital Management LLC on JPM, newest first. How the timeline and the estimate are built.

Sterling Capital Management LLC held 221,144 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 221,144 shares
    Change vs previous 13F -15,391 shares

    1.23% of the 13F portfolio, value $72,387,212.

    13F-HR 0001398344-26-012836 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 236,535 shares
    Change vs previous 13F +154,398 shares

    1.32% of the 13F portfolio, value $69,579,136.

    13F-HR 0001398344-26-006811 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 82,137 shares
    Change vs previous 13F +15,044 shares

    0.43% of the 13F portfolio, value $26,466,184.

    13F-HR 0001398344-26-003032 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 67,093 shares
    Change vs previous 13F -172 shares

    0.31% of the 13F portfolio, value $21,163,145.

    13F-HR 0001398344-25-020719 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 67,265 shares
    Change vs previous 13F +282 shares

    0.28% of the 13F portfolio, value $19,500,796.

    13F-HR/A 0001398344-25-014776 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 66,983 shares
    Change vs previous 13F -6,274 shares

    0.25% of the 13F portfolio, value $16,430,930.

    13F-HR 0001398344-25-009257 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 73,257 shares
    Change vs previous 13F -10,427 shares

    0.24% of the 13F portfolio, value $17,560,435.

    13F-HR 0001398344-25-002700 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 83,684 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $17,645,608.

    13F-HR 0001398344-24-020415 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).