JPMorgan Chase & Co. shares owned by Sierra Summit Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Sierra Summit Advisors
from 13F filings
Historical chart of Sierra Summit Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Sierra Summit Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Sierra Summit Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 11k | 315.43 |
| 2025-06-30 | $3.1M | 11k | 289.91 |
| 2025-03-31 | $2.6M | 11k | 245.30 |
| 2024-12-31 | $3.1M | 13k | 239.71 |
| 2024-09-30 | $3.0M | 14k | 210.86 |
| 2024-06-30 | $2.4M | 12k | 202.26 |
| 2024-03-31 | $2.5M | 12k | 200.30 |
| 2023-12-31 | $2.1M | 12k | 170.10 |