SIERRA SUMMIT ADVISORS LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2012614 INCLINE VILLAGE, NV

Position in JPM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$4,210,118

+$398,687 QoQ

Shares Held

12,862

-0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#2,254

of 5,056 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SIERRA SUMMIT ADVISORS LLC holds $30,546,395 across 4 Banks - Diversified names. JPM ranks #2 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	148,823	$20,829,267
2	JPM	Jpmorgan Chase & Co This page	12,862	$4,210,118
3	BAC	Bank Of America Corp /De/	49,273	$2,807,575
4	WFC	Wells Fargo & Company/Mn	32,665	$2,699,435

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,210,118	12,862	-0.7%	Shares	Sole	2026-07-20
2026-03-31	$3,811,431	12,957	+19.6%	Shares	Sole	2026-04-27
2025-12-31	$3,492,220	10,838	+1.9%	Shares	Sole	2026-02-06
2025-09-30	$3,354,913	10,636	+0.8%	Shares	Sole	2025-11-12
2025-06-30	$3,057,970	10,548	-2.1%	Shares	Sole	2025-08-12
2025-03-31	$2,643,843	10,778	-17.1%	Shares	Sole	2025-05-12
2024-12-31	$3,117,188	13,004	-7.9%	Shares	Sole	2025-02-13
2024-09-30	$2,976,921	14,118	+20.4%	Shares	Sole	2024-11-13
2024-06-30	$2,372,105	11,728	-5.1%	Shares	Sole	2024-08-09
2024-03-31	$2,474,105	12,352	+2.4%	Shares	Sole	2024-05-09
2023-12-31	$2,052,086	12,064	—	Shares	Sole	2024-02-22
No filing history on record for this holder in this stock.