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Sierra Ocean’s JPMorgan Chase JPM Stock Holding History

Sierra Ocean’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 		$593K Buy
2,017
+22
+1% +$6.68K 0.49% 28
2025
Q4 		$643K Hold
1,995
– – 0.53% 26
2025
Q3 		$629K Sell
1,995
-212
-10% -$63.1K 0.53% 25
2025
Q2 		$640K Buy
2,207
+101
+5% +$25.8K 0.46% 23
2025
Q1 		$517K Buy
2,106
+233
+12% +$59.4K 0.41% 26
2024
Q4 		$449K Buy
+1,873
New +$436K 0.37% 28

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 Ocean's JPM Position: Q1 2026 in Review

Sierra Ocean increased its JPMorgan Chase (JPM) stake by 1.1% in Q1 2026, buying an estimated $6.68K and bringing the position to 2,017 shares worth $593K. The position accounts for 0.49% of the portfolio, ranked #28.

Sierra Ocean first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $643K in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Sierra Ocean held 2,017 shares of JPMorgan Chase worth $593K as of Q1 2026.
  • Sierra Ocean bought 22 JPMorgan Chase shares in Q1 2026, an estimated $6.68K.
  • JPMorgan Chase made up 0.49% of Sierra Ocean's portfolio in Q1 2026, its #28 holding.
  • Sierra Ocean first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Sierra Ocean's JPMorgan Chase position peaked at $643K in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Sierra Ocean's 13F filing for Q1 2026, filed 27 Apr 2026.