Sierra Summit Advisors
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Sierra Summit Advisors’s JPMorgan Chase JPM Stock Holding History

Sierra Summit Advisors’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
Q3 		$4.37M Buy
13,216
+354
+3% +$124K 0.51% 36
2026
Q2 		$4.21M Sell
12,862
-95
-0.7% -$29.5K 0.47% 40
2026
Q1 		$3.81M Buy
12,957
+2,119
+20% +$643K 0.55% 42
2025
Q4 		$3.49M Buy
10,838
+202
+2% +$62.5K 0.54% 37
2025
Q3 		$3.35M Buy
10,636
+88
+0.8% +$26.2K 0.51% 40
2025
Q2 		$3.06M Sell
10,548
-230
-2% -$58.7K 0.54% 36
2025
Q1 		$2.64M Sell
10,778
-2,226
-17% -$568K 0.57% 40
2024
Q4 		$3.12M Sell
13,004
-1,114
-8% -$259K 0.63% 35
2024
Q3 		$2.98M Buy
14,118
+2,390
+20% +$503K 0.68% 34
2024
Q2 		$2.37M Sell
11,728
-624
-5% -$122K 0.59% 38
2024
Q1 		$2.47M Buy
12,352
+288
+2% +$52K 0.67% 34
2023
Q4 		$2.05M Buy
+12,064
New +$1.83M 0.6% 39

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sierra Summit Advisors's JPM Position: Q3 2026 in Review

Sierra Summit Advisors increased its JPMorgan Chase (JPM) stake by 2.8% in Q3 2026, buying an estimated $124K and bringing the position to 13,216 shares worth $4.37M. The position accounts for 0.51% of the portfolio, ranked #36.

Sierra Summit Advisors first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. 3,276 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Sierra Summit Advisors held 13,216 shares of JPMorgan Chase worth $4.37M as of Q3 2026.
  • Sierra Summit Advisors bought 354 JPMorgan Chase shares in Q3 2026, an estimated $124K.
  • JPMorgan Chase made up 0.51% of Sierra Summit Advisors's portfolio in Q3 2026, its #36 holding.
  • Sierra Summit Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
  • 3,276 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Sierra Summit Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.