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Sienna Gestion’s JPMorgan Chase JPM Stock Holding History

Sienna Gestion’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
2026
Q1 		$27M Sell
94,562
-44,675
-32% -$13.6M 1.76% 6
2025
Q4 		$44.8M Buy
139,237
+3,672
+3% +$1.14M 2.66% 5
2025
Q3 		$39M Buy
135,565
+47,792
+54% +$14.2M 2.72% 5
2025
Q2 		$23.2M Buy
87,773
+8,029
+10% +$2.05M 1.6% 7
2025
Q1 		$19M Sell
79,744
-4,747
-6% -$1.21M 1.54% 9
2024
Q4 		$20.3M Hold
84,491
– – 1.37% 9
2024
Q3 		$17.8M Buy
84,491
+19,069
+29% +$4.02M 1.18% 14
2024
Q2 		$13.2M Buy
+65,422
New +$12.8M 1.18% 14

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sienna Gestion's JPM Position: Q1 2026 in Review

Sienna Gestion reduced its JPMorgan Chase (JPM) stake by 32% in Q1 2026, selling an estimated $13.6M and leaving 94,562 shares worth $27M. The position accounts for 1.76% of the portfolio, ranked #6.

Sienna Gestion first reported a position in JPM in Q2 2024 and has held it in 8 quarters since. The position peaked at $44.8M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Sienna Gestion held 94,562 shares of JPMorgan Chase worth $27M as of Q1 2026.
  • Sienna Gestion sold 44,675 JPMorgan Chase shares in Q1 2026, an estimated $13.6M.
  • JPMorgan Chase made up 1.76% of Sienna Gestion's portfolio in Q1 2026, its #6 holding.
  • Sienna Gestion first reported a position in JPMorgan Chase in Q2 2024 and has held it in 8 quarters since.
  • Sienna Gestion's JPMorgan Chase position peaked at $44.8M in Q4 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Sienna Gestion's 13F filing for Q1 2026, filed 15 May 2026.