Sage Financial Management Group’s JPMorgan Chase JPM Stock Holding History

Sage Financial Management Group’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 Q1	$473K	Hold	1,607	–	–	0.15%	37
2025 Q4	$518K	Buy	1,607 +124	+8%	+$38.4K	0.16%	35
2025 Q3	$468K	Sell	1,483 -24	-2%	-$7.14K	0.15%	36
2025 Q2	$437K	Hold	1,507	–	–	0.15%	37
2025 Q1	$370K	Hold	1,507	–	–	0.13%	40
2024 Q4	$361K	Hold	1,507	–	–	0.13%	39
2024 Q3	$318K	Sell	1,507 -200	-12%	-$42.1K	0.12%	42
2024 Q2	$345K	Sell	1,707 -80	-4%	-$15.6K	1.05%	8
2024 Q1	$358K	Hold	1,787	–	–	0.17%	39
2023 Q4	$304K	Buy	+1,787	New	+$271K	0.16%	38
2021 Q2	–	Sell	-643	Closed	-$98K	–	73
2021 Q1	$98K	Buy	+643	New	+$92.5K	0.08%	41

Other funds holding JPM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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 Financial Management Group's JPM Position: Q1 2026 in Review

Sage Financial Management Group held its JPMorgan Chase (JPM) position steady in Q1 2026 at 1,607 shares worth $473K. The position accounts for 0.15% of the portfolio, ranked #37.

Sage Financial Management Group first reported a position in JPM in Q1 2021 and has held it in 11 quarters since. The position peaked at $518K in Q4 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Sage Financial Management Group held 1,607 shares of JPMorgan Chase worth $473K as of Q1 2026.
Sage Financial Management Group left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.15% of Sage Financial Management Group's portfolio in Q1 2026, its #37 holding.
Sage Financial Management Group first reported a position in JPMorgan Chase in Q1 2021 and has held it in 11 quarters since.
Sage Financial Management Group's JPMorgan Chase position peaked at $518K in Q4 2025.
5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Sage Financial Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.