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JMPWA
SAGE
JP Morgan Private Wealth Advisors’s
Sage Therapeutics
SAGE
Stock Holding History
JP Morgan Private Wealth Advisors’s Portfolio
SAGE Stock Details
SAGE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q3
–
Sell
-4,039
Closed
-$229K
–
1973
2021
Q2
$229K
Sell
4,039
-32
-0.8%
-$2.26K
﹤0.01%
1789
2021
Q1
$305K
Buy
4,071
+342
+9%
+$28K
﹤0.01%
1523
2020
Q4
$323K
Hold
3,729
–
–
﹤0.01%
1469
2020
Q3
$228K
Buy
+3,729
New
+$189K
﹤0.01%
1479
2020
Q1
–
Sell
-4,676
Closed
-$338K
–
1525
2019
Q4
$338K
Sell
4,676
-131
-3%
-$16.1K
﹤0.01%
1186
2019
Q3
$674K
Sell
4,807
-467
-9%
-$78.1K
﹤0.01%
900
2019
Q2
$966K
Sell
5,274
-139
-3%
-$23.7K
0.01%
762
2019
Q1
$861K
Buy
5,413
+3,009
+125%
+$436K
﹤0.01%
842
2018
Q4
$230K
Sell
2,404
-244
-9%
-$27.9K
﹤0.01%
1283
2018
Q3
$374K
Sell
2,648
-3,903
-60%
-$602K
﹤0.01%
1194
2018
Q2
$1.02M
Buy
6,551
+3,771
+136%
+$592K
0.01%
765
2018
Q1
$448K
Sell
2,780
-162
-6%
-$27.5K
﹤0.01%
902
2017
Q4
$485K
Buy
+2,942
New
+$285K
﹤0.01%
879
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BG
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$5.72T AUM
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1-Year Est. Return
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$2.9T AUM
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1-Year Est. Return
T. Rowe Price Associates
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$865B AUM
30.76%
1-Year Est. Return
D.E. Shaw & Co
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$166B AUM
43.98%
1-Year Est. Return
JP Morgan Chase
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$1.56T AUM
27.86%
1-Year Est. Return
BC
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$2.04B AUM
108.39%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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