Siena Capital’s JPMorgan Chase JPM Stock Holding History

Siena Capital’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-200	Closed	-$23K	–	215
2022 Q2	$23K	Hold	200	–	–	0.01%	104
2022 Q1	$27K	Buy	+200	New	+$29.5K	0.02%	120

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Siena Capital's JPM Position: Q3 2022 in Review

Siena Capital sold out of JPMorgan Chase (JPM) in Q3 2022, closing a stake of 200 shares — an estimated $23K sold.

Siena Capital first reported a position in JPM in Q1 2022 and held it in 2 quarters. The position peaked at $27K in Q1 2022. 3,390 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

Siena Capital reported no remaining JPMorgan Chase position as of Q3 2022 after selling out during the quarter.
Siena Capital sold 200 JPMorgan Chase shares in Q3 2022, an estimated $23K.
Siena Capital first reported a position in JPMorgan Chase in Q1 2022 and held it in 2 quarters.
Siena Capital's JPMorgan Chase position peaked at $27K in Q1 2022.
3,390 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on Siena Capital's 13F filing for Q3 2022, filed 2 Nov 2022.