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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sierra Summit Advisors's JPM Position: Q2 2026 in Review

Sierra Summit Advisors reduced its JPMorgan Chase (JPM) stake by 0.73% in Q2 2026, selling an estimated $29.5K and leaving 12,862 shares worth $4.21M. The position accounts for 0.47% of the portfolio, ranked #40.

Sierra Summit Advisors first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sierra Summit Advisors held 12,862 shares of JPMorgan Chase worth $4.21M as of Q2 2026.
  • Sierra Summit Advisors sold 95 JPMorgan Chase shares in Q2 2026, an estimated $29.5K.
  • JPMorgan Chase made up 0.47% of Sierra Summit Advisors's portfolio in Q2 2026, its #40 holding.
  • Sierra Summit Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.