Skip to content
Disclosery

SIERRA OCEAN, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SIERRA OCEAN, LLC on JPM, newest first. How the timeline and the estimate are built.

SIERRA OCEAN, LLC held 2,005 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,005 shares
    Change vs previous 13F -12 shares

    0.45% of the 13F portfolio, value $656,238.

    13F-HR 0002051715-26-000006 filed by SIERRA OCEAN, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,017 shares
    Change vs previous 13F +22 shares

    0.49% of the 13F portfolio, value $593,268.

    13F-HR 0002051715-26-000002 filed by SIERRA OCEAN, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,995 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $642,771.

    13F-HR 0002051715-26-000001 filed by SIERRA OCEAN, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,995 shares
    Change vs previous 13F -212 shares

    0.53% of the 13F portfolio, value $629,227.

    13F-HR 0002051715-25-000006 filed by SIERRA OCEAN, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,207 shares
    Change vs previous 13F +101 shares

    0.46% of the 13F portfolio, value $640,070.

    13F-HR 0002051715-25-000003 filed by SIERRA OCEAN, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,106 shares
    Change vs previous 13F +233 shares

    0.41% of the 13F portfolio, value $516,803.

    13F-HR 0002051715-25-000002 filed by SIERRA OCEAN, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,873 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $449,174.

    13F-HR 0002051715-25-000001 filed by SIERRA OCEAN, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).