A detailed history of Sierra Summit Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sierra Summit Advisors LLC holds 14,118 shares of JPM stock, worth $3.35 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
14,118
Previous 11,728 20.38%
Holding current value
$3.35 Million
Previous $2.37 Billion 25.5%
% of portfolio
0.68%
Previous 0.59%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$194.9 - $224.8 $465,811 - $537,272
2,390 Added 20.38%
14,118 $2.98 Billion
Q2 2024

Aug 09, 2024

SELL
$180.08 - $204.79 $112,369 - $127,788
-624 Reduced 5.05%
11,728 $2.37 Billion
Q1 2024

May 09, 2024

BUY
$167.09 - $200.3 $48,121 - $57,686
288 Added 2.39%
12,352 $2.47 Billion
Q4 2023

Feb 22, 2024

BUY
$135.69 - $170.3 $1.64 Million - $2.05 Million
12,064 New
12,064 $2.05 Billion

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $697B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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