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Sierra Capital’s JPMorgan Chase JPM Stock Holding History

Sierra 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
2026
Q1 		$1.36M Buy
4,629
+2,178
+89% +$661K 0.15% 106
2025
Q4 		$790K Sell
2,451
-500
-17% -$155K 0.08% 131
2025
Q3 		$931K Sell
2,951
-520
-15% -$155K 0.1% 134
2025
Q2 		$1.01M Hold
3,471
– – 0.12% 123
2025
Q1 		$851K Sell
3,471
-127
-4% -$32.4K 0.1% 130
2024
Q4 		$862K Buy
3,598
+127
+4% +$29.6K 0.1% 125
2024
Q3 		$732K Hold
3,471
– – 0.09% 138
2024
Q2 		$702K Sell
3,471
-1,125
-24% -$220K 0.09% 132
2024
Q1 		$920K Buy
4,596
+28
+0.6% +$5.05K 0.12% 117
2023
Q4 		$777K Sell
4,568
-88
-2% -$13.3K 0.11% 120
2023
Q3 		$675K Sell
4,656
-2,519
-35% -$378K 0.11% 124
2023
Q2 		$1.04M Buy
7,175
+24
+0.3% +$3.3K 0.17% 105
2023
Q1 		$932K Hold
7,151
– – 0.15% 108
2022
Q4 		$959K Buy
7,151
+14
+0.2% +$1.77K 0.16% 104
2022
Q3 		$746K Sell
7,137
-492
-6% -$56.5K 0.14% 109
2022
Q2 		$859K Sell
7,629
-506
-6% -$62.7K 0.16% 106
2022
Q1 		$1.11M Sell
8,135
-367
-4% -$54.2K 0.18% 102
2021
Q4 		$1.35M Buy
8,502
+271
+3% +$44.5K 0.2% 102
2021
Q3 		$1.35M Buy
8,231
+4,561
+124% +$715K 0.23% 100
2021
Q2 		$571K Buy
3,670
+654
+22% +$103K 0.11% 117
2021
Q1 		$459K Buy
+3,016
New +$434K 0.09% 126

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

Sierra Capital's JPM Position: Q1 2026 in Review

Sierra Capital increased its JPMorgan Chase (JPM) stake by 89% in Q1 2026, buying an estimated $661K and bringing the position to 4,629 shares worth $1.36M. The position accounts for 0.15% of the portfolio, ranked #106.

Sierra Capital first reported a position in JPM in Q1 2021 and has held it in 21 quarters since. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Sierra Capital held 4,629 shares of JPMorgan Chase worth $1.36M as of Q1 2026.
  • Sierra Capital bought 2,178 JPMorgan Chase shares in Q1 2026, an estimated $661K.
  • JPMorgan Chase made up 0.15% of Sierra Capital's portfolio in Q1 2026, its #106 holding.
  • Sierra Capital first reported a position in JPMorgan Chase in Q1 2021 and has held it in 21 quarters since.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Sierra Capital's 13F filing for Q1 2026, filed 15 May 2026.