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Disclosery

Sterling Investment Counsel, LLC: JPM position timeline

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

Sterling Investment Counsel, LLC held 14,512 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,512 shares
    Change vs previous 13F -392 shares

    1.12% of the 13F portfolio, value $4,750,161.

    13F-HR 0002085853-26-000775 filed by Sterling Investment Counsel, 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 14,904 shares
    Change vs previous 13F -558 shares

    1.23% of the 13F portfolio, value $4,384,044.

    13F-HR 0002085853-26-000392 filed by Sterling Investment Counsel, 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 15,462 shares
    Change vs previous 13F +1,895 shares

    1.35% of the 13F portfolio, value $4,718,309.

    13F-HR 0002085853-26-000096 filed by Sterling Investment Counsel, 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 13,567 shares
    Change vs previous 13F +6,001 shares

    1.37% of the 13F portfolio, value $4,279,588.

    13F-HR 0002085853-25-000122 filed by Sterling Investment Counsel, 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 7,566 shares
    Change vs previous 13F -9,537 shares

    1.29% of the 13F portfolio, value $2,193,397.

    13F-HR 0001667731-25-000899 filed by Sterling Investment Counsel, 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 17,103 shares
    Change vs previous 13F +9,601 shares

    1.44% of the 13F portfolio, value $4,195,331.

    13F-HR 0001667731-25-000464 filed by Sterling Investment Counsel, 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 7,502 shares
    Change vs previous 13F -9,235 shares

    1.19% of the 13F portfolio, value $1,798,359.

    13F-HR 0001667731-25-000082 filed by Sterling Investment Counsel, 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 16,737 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $3,529,140.

    13F-HR 0001925853-24-000004 filed by Sterling Investment Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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