Sierra Ocean’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
$640K Buy
2,207
+101
+5% +$29.3K 0.46% 23
2025
Q1
$517K Buy
2,106
+233
+12% +$57.2K 0.41% 26
2024
Q4
$449K Buy
+1,873
New +$449K 0.37% 28