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Sagard Holdings Management’s JPMorgan Chase JPM Stock Holding History

Sagard Holdings Management’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
2025
Q3 		$70K Hold
222
– – 0.35% 30
2025
Q2 		$64.4K Buy
+222
New +$56.7K 0.18% 34

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sagard Holdings Management's JPM Position: Q3 2025 in Review

Sagard Holdings Management held its JPMorgan Chase (JPM) position steady in Q3 2025 at 222 shares worth $70K. The position accounts for 0.35% of the portfolio, ranked #30.

Sagard Holdings Management first reported a position in JPM in Q2 2025 and has held it in 2 quarters since. 4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Sagard Holdings Management held 222 shares of JPMorgan Chase worth $70K as of Q3 2025.
  • Sagard Holdings Management left its JPMorgan Chase share count unchanged in Q3 2025.
  • JPMorgan Chase made up 0.35% of Sagard Holdings Management's portfolio in Q3 2025, its #30 holding.
  • Sagard Holdings Management first reported a position in JPMorgan Chase in Q2 2025 and has held it in 2 quarters since.
  • 4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Sagard Holdings Management's 13F filing for Q3 2025, filed 14 Nov 2025.