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
2025 Q2	$437K	Hold
2025 Q1	$370K	Hold
2024 Q4	$361K	Hold
2024 Q3	$318K	Sell
2024 Q2	$345K	Sell
2024 Q1	$358K	Hold
2023 Q4	$304K	Buy
2021 Q2	–	Sell
2021 Q1	$98K	Buy