JP Morgan Chase
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JP Morgan Chase’s Saratoga Investment SAR Stock Holding History

JP Morgan Chase’s Portfolio SAR Stock Details SAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$150K Hold
7,021
– – ﹤0.01% 5624
2025
Q4 		$162K Sell
7,021
-104
-1% -$2.36K ﹤0.01% 5634
2025
Q3 		$174K Sell
7,125
-188
-3% -$4.69K ﹤0.01% 5592
2025
Q2 		$181K Sell
7,313
-3,610
-33% -$87.2K ﹤0.01% 5287
2025
Q1 		$277K Buy
10,923
+4,134
+61% +$103K ﹤0.01% 5096
2024
Q4 		$162K Buy
6,789
+1,789
+36% +$43.4K ﹤0.01% 5568
2024
Q3 		$116K Buy
+5,000
New +$115K ﹤0.01% 5637
2024
Q1 		– Sell
-6,435
Closed -$166K – 7826
2023
Q4 		$166K Sell
6,435
-6,830
-51% -$171K ﹤0.01% 5490
2023
Q3 		$341K Buy
13,265
+10,965
+477% +$288K ﹤0.01% 4722
2023
Q2 		$62.1K Buy
2,300
+2,200
+2,200% +$56.4K ﹤0.01% 5657
2023
Q1 		$3K Buy
+100
New +$2.64K ﹤0.01% 6359
2021
Q4 		– Sell
-12
Closed – – 6920
2021
Q3 		$0 Sell
12
-988
-99% -$27.3K ﹤0.01% 6748
2021
Q2 		$27K Hold
1,000
– – ﹤0.01% 5881
2021
Q1 		$25K Hold
1,000
– – ﹤0.01% 5671
2020
Q4 		$21K Buy
+1,000
New +$20.1K ﹤0.01% 5292
2020
Q2 		– Sell
-54,300
Closed -$625K – 5657
2020
Q1 		$625K Sell
54,300
-12,062
-18% -$278K ﹤0.01% 3710
2019
Q4 		$1.66M Buy
66,362
+38,332
+137% +$962K ﹤0.01% 3517
2019
Q3 		$693K Buy
28,030
+12,397
+79% +$306K ﹤0.01% 4028
2019
Q2 		$381K Sell
15,633
-6,065
-28% -$148K ﹤0.01% 4357
2019
Q1 		$483K Buy
21,698
+9,835
+83% +$222K ﹤0.01% 4224
2018
Q4 		$236K Buy
11,863
+8,263
+230% +$179K ﹤0.01% 4516
2018
Q3 		$83K Sell
3,600
-399
-10% -$9.73K ﹤0.01% 5023
2018
Q2 		$111K Buy
3,999
+3,534
+760% +$78.7K ﹤0.01% 4801
2018
Q1 		$10K Sell
465
-1,035
-69% -$22.1K ﹤0.01% 5168
2017
Q4 		$34K Buy
+1,500
New +$33.3K ﹤0.01% 5017
2017
Q2 		– Sell
-10,256
Closed -$222K – 5179
2017
Q1 		$222K Buy
10,256
+9,256
+926% +$203K ﹤0.01% 4034
2016
Q4 		$21K Buy
+1,000
New +$18.9K ﹤0.01% 4697

Other funds holding SAR

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

JP Morgan Chase's SAR Position: Q1 2026 in Review

JP Morgan Chase held its Saratoga Investment (SAR) position steady in Q1 2026 at 7,021 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #5624.

JP Morgan Chase first reported a position in SAR in Q4 2016 and has held it in 27 quarters since. The position peaked at $1.66M in Q4 2019. 63 funds tracked by Wall St. Rank hold SAR as of Q1 2026.

  • JP Morgan Chase held 7,021 shares of Saratoga Investment worth $150K as of Q1 2026.
  • JP Morgan Chase left its Saratoga Investment share count unchanged in Q1 2026.
  • Saratoga Investment made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5624 holding.
  • JP Morgan Chase first reported a position in Saratoga Investment in Q4 2016 and has held it in 27 quarters since.
  • JP Morgan Chase's Saratoga Investment position peaked at $1.66M in Q4 2019.
  • 63 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.