JPM — JPMORGAN CHASE & CO

Ownership history in Sienna Gestion  ·  7 quarters on record

This page tracks every 13F SEC filing in which Sienna Gestion reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.72% (2025 Q3)
Avg. % of fund
1.75%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 139,237 +3,672 +2.7% 2.66% $44.8M $320.77
2025 Q3 ADDED 135,565 +47,792 +54.4% 2.72% $39.0M $312.49
2025 Q2 ADDED 87,773 +8,029 +10.1% 1.60% $23.2M $285.83
2025 Q1 REDUCED 79,744 -4,747 -5.6% 1.54% $19.0M $240.37
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPM price (monthly, adj. close)

Other funds also holding JPM

As of 2025 Q4 — sorted by position size

AG Campbell Advisory, LLC 51.34% Guidance Point Advisors, LLC 3Y 7Y 29.96% Courant Investment Management LLC 3Y 7Y 24.38% FreeGulliver LLC 19.01% Paralel Advisors LLC 3Y 12.87% Delta Accumulation, LLC 3Y 12.46% Unisphere Establishment 11.56% SS&H Financial Advisors, Inc. 3Y 9.9% BOYAR ASSET MANAGEMENT INC. 3Y 7Y 9.53% Hardy Reed LLC 3Y 7Y 9.21%
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