SCM
JPM icon

Sage Capital Management’s JPMorgan Chase JPM Stock Holding History

Sage Capital 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
2026
Q2 		$426K Buy
1,302
+4
+0.3% +$1.24K 0.17% 109
2026
Q1 		$382K Buy
1,298
+4
+0.3% +$1.21K 0.18% 106
2025
Q4 		$417K Buy
1,294
+4
+0.3% +$1.24K 0.19% 98
2025
Q3 		$407K Buy
1,290
+3
+0.2% +$892 0.18% 100
2025
Q2 		$373K Buy
1,287
+5
+0.4% +$1.28K 0.18% 104
2025
Q1 		$314K Buy
1,282
+4
+0.3% +$1.02K 0.17% 109
2024
Q4 		$306K Sell
1,278
-525
-29% -$122K 0.15% 117
2024
Q3 		$380K Buy
1,803
+7
+0.4% +$1.47K 0.18% 110
2024
Q2 		$363K Buy
1,796
+8
+0.4% +$1.56K 0.19% 104
2024
Q1 		$358K Buy
1,788
+8
+0.4% +$1.44K 0.19% 106
2023
Q4 		$303K Buy
+1,780
New +$270K 0.18% 108

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Sage Capital Management's JPM Position: Q2 2026 in Review

Sage Capital Management increased its JPMorgan Chase (JPM) stake by 0.31% in Q2 2026, buying an estimated $1.24K and bringing the position to 1,302 shares worth $426K. The position accounts for 0.17% of the portfolio, ranked #109.

Sage Capital Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 1,929 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sage Capital Management held 1,302 shares of JPMorgan Chase worth $426K as of Q2 2026.
  • Sage Capital Management bought 4 JPMorgan Chase shares in Q2 2026, an estimated $1.24K.
  • JPMorgan Chase made up 0.17% of Sage Capital Management's portfolio in Q2 2026, its #109 holding.
  • Sage Capital Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 1,929 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sage Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.