SSA
Sierra Summit Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.06M | Sell |
10,548
-230
| -2% | -$66.7K | 0.54% | 36 |
|
|
2025
Q1 | $2.64M | Sell |
10,778
-2,226
| -17% | -$546K | 0.57% | 40 |
|
|
2024
Q4 | $3.12M | Sell |
13,004
-1,114
| -8% | -$267K | 0.63% | 35 |
|
|
2024
Q3 | $2.98M | Buy |
14,118
+2,390
| +20% | +$504K | 0.68% | 34 |
|
|
2024
Q2 | $2.37M | Sell |
11,728
-624
| -5% | -$126K | 0.59% | 38 |
|
|
2024
Q1 | $2.47M | Buy |
12,352
+288
| +2% | +$57.7K | 0.67% | 34 |
|
|
2023
Q4 | $2.05M | Buy |
+12,064
| New | +$2.05M | 0.6% | 39 |
|