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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
Q2 		$28.8M Sell
86,434
-8,128
-9% -$2.52M 1.69% 9
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sienna Gestion's JPM Position: Q2 2026 in Review

Sienna Gestion reduced its JPMorgan Chase (JPM) stake by 8.6% in Q2 2026, selling an estimated $2.52M and leaving 86,434 shares worth $28.8M. The position accounts for 1.69% of the portfolio, ranked #9.

Sienna Gestion first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. The position peaked at $44.8M in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sienna Gestion held 86,434 shares of JPMorgan Chase worth $28.8M as of Q2 2026.
  • Sienna Gestion sold 8,128 JPMorgan Chase shares in Q2 2026, an estimated $2.52M.
  • JPMorgan Chase made up 1.69% of Sienna Gestion's portfolio in Q2 2026, its #9 holding.
  • Sienna Gestion first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
  • Sienna Gestion's JPMorgan Chase position peaked at $44.8M in Q4 2025.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sienna Gestion's 13F filing for Q2 2026, filed 13 Aug 2026.