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.
| 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 |
| 2024 Q4 | UNCHANGED | 84,491 | — | 0% | 1.37% | $20.3M | $233.69 |
| 2024 Q3 | ADDED | 84,491 | +19,069 | +29.1% | 1.18% | $17.8M | $204.31 |
| 2024 Q2 | INITIATED | 65,422 | — | — | 1.18% | $13.2M | — |
As of 2025 Q4 — sorted by position size