Sienna Gestion’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.2M | Buy |
87,773
+8,029
| +10% | +$2.13M | 1.6% | 7 |
|
|
2025
Q1 | $19M | Sell |
79,744
-4,747
| -6% | -$1.13M | 1.54% | 9 |
|
|
2024
Q4 | $20.3M | Hold |
84,491
| – | – | 1.37% | 9 |
|
|
2024
Q3 | $17.8M | Buy |
84,491
+19,069
| +29% | +$4.01M | 1.18% | 14 |
|
|
2024
Q2 | $13.2M | Buy |
+65,422
| New | +$13.2M | 1.18% | 14 |
|