Sage Advisors’s JPMorgan Chase JPM Stock Holding History

Sage Advisors’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 Q4	$1.02M	Buy	3,161 +1,708	+118%	+$529K	0.68%	21
2025 Q3	$458K	Buy	1,453 +734	+102%	+$218K	0.33%	28
2025 Q2	$209K	Buy	+719	New	+$183K	0.15%	35

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sage Advisors's JPM Position: Q4 2025 in Review

Sage Advisors increased its JPMorgan Chase (JPM) stake by 118% in Q4 2025, buying an estimated $529K and bringing the position to 3,161 shares worth $1.02M. The position accounts for 0.68% of the portfolio, ranked #21.

Sage Advisors first reported a position in JPM in Q2 2025 and has held it in 3 quarters since. 5,120 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

Sage Advisors held 3,161 shares of JPMorgan Chase worth $1.02M as of Q4 2025.
Sage Advisors bought 1,708 JPMorgan Chase shares in Q4 2025, an estimated $529K.
JPMorgan Chase made up 0.68% of Sage Advisors's portfolio in Q4 2025, its #21 holding.
Sage Advisors first reported a position in JPMorgan Chase in Q2 2025 and has held it in 3 quarters since.
5,120 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Sage Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.