JP Morgan Chase
SG icon

JP Morgan Chase’s Sweetgreen SG Stock Holding History

JP Morgan Chase’s Portfolio SG Stock Details SG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$249K Sell
51,982
-492,977
-90% -$3M ﹤0.01% 5374
2025
Q4 		$3.68M Buy
544,959
+329,362
+153% +$2.26M ﹤0.01% 3597
2025
Q3 		$1.72M Sell
215,597
-580,242
-73% -$6.31M ﹤0.01% 4190
2025
Q2 		$11.8M Buy
795,839
+672,835
+547% +$11.1M ﹤0.01% 2409
2025
Q1 		$3.08M Sell
123,004
-144,666
-54% -$3.99M ﹤0.01% 3553
2024
Q4 		$8.58M Sell
267,670
-403,375
-60% -$15M ﹤0.01% 2840
2024
Q3 		$23.8M Buy
671,045
+179,805
+37% +$5.46M ﹤0.01% 1843
2024
Q2 		$14.8M Sell
491,240
-702,100
-59% -$19.3M ﹤0.01% 2119
2024
Q1 		$30.1M Buy
1,193,340
+91,765
+8% +$1.34M ﹤0.01% 1598
2023
Q4 		$12.4M Buy
1,101,575
+976,303
+779% +$10.3M ﹤0.01% 2255
2023
Q3 		$1.47M Sell
125,272
-57,328
-31% -$798K ﹤0.01% 3790
2023
Q2 		$2.34M Buy
182,600
+64,313
+54% +$595K ﹤0.01% 3431
2023
Q1 		$928K Buy
118,287
+1,655
+1% +$14.6K ﹤0.01% 4093
2022
Q4 		$1M Sell
116,632
-123,668
-51% -$1.8M ﹤0.01% 4036
2022
Q3 		$4.45M Buy
240,300
+226,267
+1,612% +$3.86M ﹤0.01% 2842
2022
Q2 		$163K Buy
14,033
+6,585
+88% +$139K ﹤0.01% 5172
2022
Q1 		$238K Buy
7,448
+5,784
+348% +$168K ﹤0.01% 5102
2021
Q4 		$53K Buy
+1,664
New +$56.3K ﹤0.01% 5923

Other funds holding SG

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Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $618M AUM 39.33% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return