Pacific Sage Partners’s JPMorgan Chase JPM Stock Holding History

Pacific Sage Partners’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$479K	Sell	1,464 -501	-25%	-$156K	0.07%	73
2026 Q1	$578K	Buy	1,965 +842	+75%	+$256K	0.09%	63
2025 Q4	$362K	Buy	1,123 +77	+7%	+$23.8K	0.06%	86
2025 Q3	$330K	Sell	1,046 -1	-0.1%	-$297	0.06%	82
2025 Q2	$304K	Buy	1,047 +28	+3%	+$7.14K	0.06%	81
2025 Q1	$250K	Sell	1,019 -22	-2%	-$5.61K	0.06%	83
2024 Q4	$250K	Hold	1,041	–	–	0.06%	86
2024 Q3	$220K	Hold	1,041	–	–	0.05%	90
2024 Q2	$211K	Buy	+1,041	New	+$204K	0.05%	92

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pacific Sage Partners's JPM Position: Q2 2026 in Review

Pacific Sage Partners reduced its JPMorgan Chase (JPM) stake by 25% in Q2 2026, selling an estimated $156K and leaving 1,464 shares worth $479K. The position accounts for 0.07% of the portfolio, ranked #73.

Pacific Sage Partners first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. The position peaked at $578K in Q1 2026. 3,256 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Pacific Sage Partners held 1,464 shares of JPMorgan Chase worth $479K as of Q2 2026.
Pacific Sage Partners sold 501 JPMorgan Chase shares in Q2 2026, an estimated $156K.
JPMorgan Chase made up 0.07% of Pacific Sage Partners's portfolio in Q2 2026, its #73 holding.
Pacific Sage Partners first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
Pacific Sage Partners's JPMorgan Chase position peaked at $578K in Q1 2026.
3,256 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Pacific Sage Partners's 13F filing for Q2 2026, filed 6 Aug 2026.