SCA
Sage Capital Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $631K | Buy |
2,175
+149
| +7% | +$43.2K | 0.16% | 84 |
|
|
2025
Q1 | $497K | Buy |
2,026
+86
| +4% | +$21.1K | 0.13% | 91 |
|
|
2024
Q4 | $465K | Buy |
1,940
+1
| +0.1% | +$240 | 0.12% | 96 |
|
|
2024
Q3 | $409K | Buy |
1,939
+2
| +0.1% | +$422 | 0.11% | 111 |
|
|
2024
Q2 | $392K | Buy |
1,937
+43
| +2% | +$8.7K | 0.11% | 109 |
|
|
2024
Q1 | $379K | Buy |
1,894
+2
| +0.1% | +$401 | 0.11% | 105 |
|
|
2023
Q4 | $322K | Buy |
1,892
+311
| +20% | +$52.9K | 0.1% | 103 |
|
|
2023
Q3 | $229K | Buy |
1,581
+30
| +2% | +$4.35K | 0.08% | 120 |
|
|
2023
Q2 | $226K | Sell |
1,551
-35
| -2% | -$5.09K | 0.08% | 123 |
|
|
2023
Q1 | $207K | Buy |
1,586
+9
| +0.6% | +$1.17K | 0.08% | 124 |
|
|
2022
Q4 | $211K | Buy |
+1,577
| New | +$211K | 0.09% | 122 |
|
|
2022
Q1 | – | Sell |
-1,477
| Closed | -$220K | – | 112 |
|
|
2021
Q4 | $220K | Buy |
1,477
+2
| +0.1% | +$298 | 0.08% | 100 |
|
|
2021
Q3 | $241K | Buy |
1,475
+2
| +0.1% | +$327 | 0.1% | 98 |
|
|
2021
Q2 | $225K | Buy |
1,473
+1
| +0.1% | +$153 | 0.09% | 101 |
|
|
2021
Q1 | $224K | Buy |
1,472
+25
| +2% | +$3.8K | 0.1% | 97 |
|
|
2020
Q4 | $200K | Buy |
+1,447
| New | +$200K | 0.1% | 101 |
|
|
2020
Q3 | – | Sell |
-12,855
| Closed | -$1.21M | – | 101 |
|
|
2020
Q2 | $1.21M | Buy |
12,855
+60
| +0.5% | +$5.64K | 0.78% | 37 |
|
|
2020
Q1 | $1.15M | Sell |
12,795
-25,880
| -67% | -$2.33M | 0.94% | 32 |
|
|
2019
Q4 | $5.39M | Buy |
38,675
+288
| +0.8% | +$40.1K | 3.42% | 4 |
|
|
2019
Q3 | $4.52M | Sell |
38,387
-3,708
| -9% | -$436K | 3.41% | 4 |
|
|
2019
Q2 | $4.83M | Sell |
42,095
-358
| -0.8% | -$41.1K | 3.34% | 4 |
|
|
2019
Q1 | $4.3M | Buy |
42,453
+184
| +0.4% | +$18.6K | 2.76% | 7 |
|
|
2018
Q4 | $4.13M | Sell |
42,269
-352
| -0.8% | -$34.4K | 3.11% | 4 |
|
|
2018
Q3 | $4.81M | Sell |
42,621
-17,873
| -30% | -$2.02M | 3.01% | 6 |
|
|
2018
Q2 | $6.3M | Buy |
60,494
+1,012
| +2% | +$105K | 4.41% | 2 |
|
|
2018
Q1 | $6.54M | Sell |
59,482
-45
| -0.1% | -$4.95K | 4.63% | 2 |
|
|
2017
Q4 | $6.37M | Buy |
59,527
+180
| +0.3% | +$19.3K | 4.13% | 4 |
|
|
2017
Q3 | $5.67M | Sell |
59,347
-829
| -1% | -$79.2K | 3.98% | 4 |
|
|
2017
Q2 | $5.5M | Buy |
+60,176
| New | +$5.5M | 4.04% | 4 |
|