Sage Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Buy |
1,287
+5
| +0.4% | +$1.45K | 0.18% | 104 |
|
|
2025
Q1 | $314K | Buy |
1,282
+4
| +0.3% | +$981 | 0.17% | 109 |
|
|
2024
Q4 | $306K | Sell |
1,278
-525
| -29% | -$126K | 0.15% | 117 |
|
|
2024
Q3 | $380K | Buy |
1,803
+7
| +0.4% | +$1.48K | 0.18% | 110 |
|
|
2024
Q2 | $363K | Buy |
1,796
+8
| +0.4% | +$1.62K | 0.19% | 104 |
|
|
2024
Q1 | $358K | Buy |
1,788
+8
| +0.4% | +$1.6K | 0.19% | 106 |
|
|
2023
Q4 | $303K | Buy |
+1,780
| New | +$303K | 0.18% | 108 |
|