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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
Q2 		$1.52M Hold
4,629
– – 0.15% 101
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 $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 $3.37T AUM 44.26% 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

Sierra Capital's JPM Position: Q2 2026 in Review

Sierra Capital held its JPMorgan Chase (JPM) position steady in Q2 2026 at 4,629 shares worth $1.52M. The position accounts for 0.15% of the portfolio, ranked #101.

Sierra Capital first reported a position in JPM in Q1 2021 and has held it in 22 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sierra Capital held 4,629 shares of JPMorgan Chase worth $1.52M as of Q2 2026.
  • Sierra Capital left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.15% of Sierra Capital's portfolio in Q2 2026, its #101 holding.
  • Sierra Capital first reported a position in JPMorgan Chase in Q1 2021 and has held it in 22 quarters since.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sierra Capital's 13F filing for Q2 2026, filed 14 Aug 2026.