Sage Capital Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $538K | Sell |
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|
2025
Q2 | $631K | Buy |
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|
2025
Q1 | $497K | Buy |
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|
2024
Q4 | $465K | Buy |
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|
2024
Q3 | $409K | Buy |
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|
2024
Q2 | $392K | Buy |
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|
2024
Q1 | $379K | Buy |
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|
2023
Q4 | $322K | Buy |
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|
2023
Q3 | $229K | Buy |
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|
2023
Q2 | $226K | Sell |
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|
2023
Q1 | $207K | Buy |
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|
2022
Q4 | $211K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $220K | Buy |
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|
2021
Q3 | $241K | Buy |
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|
2021
Q2 | $225K | Buy |
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|
2021
Q1 | $224K | Buy |
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|
2020
Q4 | $200K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.21M | Buy |
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|
2020
Q1 | $1.15M | Sell |
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|
2019
Q4 | $5.39M | Buy |
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|
2019
Q3 | $4.52M | Sell |
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|
2019
Q2 | $4.83M | Sell |
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|
2019
Q1 | $4.3M | Buy |
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|
2018
Q4 | $4.13M | Sell |
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|
2018
Q3 | $4.81M | Sell |
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|
2018
Q2 | $6.3M | Buy |
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|
2018
Q1 | $6.54M | Sell |
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|
2017
Q4 | $6.37M | Buy |
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|
2017
Q3 | $5.67M | Sell |
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|
2017
Q2 | $5.5M | Buy |
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