Sierra Capital’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 | $1.01M | Hold |
3,471
| – | – | 0.12% | 123 |
|
|
2025
Q1 | $851K | Sell |
3,471
-127
| -4% | -$31.1K | 0.1% | 130 |
|
|
2024
Q4 | $862K | Buy |
3,598
+127
| +4% | +$30.4K | 0.1% | 125 |
|
|
2024
Q3 | $732K | Hold |
3,471
| – | – | 0.09% | 138 |
|
|
2024
Q2 | $702K | Sell |
3,471
-1,125
| -24% | -$228K | 0.09% | 132 |
|
|
2024
Q1 | $920K | Buy |
4,596
+28
| +0.6% | +$5.61K | 0.12% | 117 |
|
|
2023
Q4 | $777K | Sell |
4,568
-88
| -2% | -$15K | 0.11% | 120 |
|
|
2023
Q3 | $675K | Sell |
4,656
-2,519
| -35% | -$365K | 0.11% | 124 |
|
|
2023
Q2 | $1.04M | Buy |
7,175
+24
| +0.3% | +$3.49K | 0.17% | 105 |
|
|
2023
Q1 | $932K | Hold |
7,151
| – | – | 0.15% | 108 |
|
|
2022
Q4 | $959K | Buy |
7,151
+14
| +0.2% | +$1.88K | 0.16% | 104 |
|
|
2022
Q3 | $746K | Sell |
7,137
-492
| -6% | -$51.4K | 0.14% | 109 |
|
|
2022
Q2 | $859K | Sell |
7,629
-506
| -6% | -$57K | 0.16% | 106 |
|
|
2022
Q1 | $1.11M | Sell |
8,135
-367
| -4% | -$50K | 0.18% | 102 |
|
|
2021
Q4 | $1.35M | Buy |
8,502
+271
| +3% | +$42.9K | 0.2% | 102 |
|
|
2021
Q3 | $1.35M | Buy |
8,231
+4,561
| +124% | +$746K | 0.23% | 100 |
|
|
2021
Q2 | $571K | Buy |
3,670
+654
| +22% | +$102K | 0.11% | 117 |
|
|
2021
Q1 | $459K | Buy |
+3,016
| New | +$459K | 0.09% | 126 |
|