Sierra Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Hold |
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|
2025
Q1 | $851K | Sell |
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|
2024
Q4 | $862K | Buy |
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|
2024
Q3 | $732K | Hold |
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|
2024
Q2 | $702K | Sell |
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|
2024
Q1 | $920K | Buy |
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|
2023
Q4 | $777K | Sell |
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|
2023
Q3 | $675K | Sell |
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $932K | Hold |
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|
2022
Q4 | $959K | Buy |
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|
2022
Q3 | $746K | Sell |
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|
2022
Q2 | $859K | Sell |
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|
2022
Q1 | $1.11M | Sell |
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|
2021
Q4 | $1.35M | Buy |
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|
2021
Q3 | $1.35M | Buy |
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|
2021
Q2 | $571K | Buy |
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|
2021
Q1 | $459K | Buy |
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