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Sage Investment Advisers’s JPMorgan Chase JPM Stock Holding History

Sage Investment Advisers’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 		$3.97M Buy
12,143
+43
+0.4% +$13.4K 2.67% 8
2026
Q1 		$3.57M Sell
12,100
-249
-2% -$75.6K 2.65% 11
2025
Q4 		$3.98M Buy
+12,349
New +$3.82M 2.98% 5
2024
Q3 		$2.98M Buy
14,135
+94
+0.7% +$19.8K 3.12% 9
2024
Q2 		$2.84M Sell
14,041
-1,578
-10% -$309K 3.21% 9
2024
Q1 		$3.13M Sell
15,619
-1,773
-10% -$320K 3.59% 6
2023
Q4 		$2.96M Sell
17,392
-718
-4% -$109K 3.59% 6
2023
Q3 		$2.63M Sell
18,110
-44
-0.2% -$6.6K 3.6% 8
2023
Q2 		$2.64M Sell
18,154
-494
-3% -$67.9K 3.53% 7
2023
Q1 		$2.43M Sell
18,648
-448
-2% -$61.4K 3.25% 9
2022
Q4 		$2.56M Sell
19,096
-145
-0.8% -$18.4K 3.65% 7
2022
Q3 		$2.01M Buy
19,241
+208
+1% +$23.9K 3.18% 8
2022
Q2 		$2.14M Sell
19,033
-386
-2% -$47.8K 3.36% 7
2022
Q1 		$2.65M Buy
19,419
+1,338
+7% +$198K 3.51% 7
2021
Q4 		$2.86M Buy
+18,081
New +$2.97M 3.68% 6

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Sage Investment Advisers's JPM Position: Q2 2026 in Review

Sage Investment Advisers increased its JPMorgan Chase (JPM) stake by 0.36% in Q2 2026, buying an estimated $13.4K and bringing the position to 12,143 shares worth $3.97M. The position accounts for 2.67% of the portfolio, ranked #8.

Sage Investment Advisers first reported a position in JPM in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.98M in Q4 2025. 2,565 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sage Investment Advisers held 12,143 shares of JPMorgan Chase worth $3.97M as of Q2 2026.
  • Sage Investment Advisers bought 43 JPMorgan Chase shares in Q2 2026, an estimated $13.4K.
  • JPMorgan Chase made up 2.67% of Sage Investment Advisers's portfolio in Q2 2026, its #8 holding.
  • Sage Investment Advisers first reported a position in JPMorgan Chase in Q4 2021 and has held it in 15 quarters since.
  • Sage Investment Advisers's JPMorgan Chase position peaked at $3.98M in Q4 2025.
  • 2,565 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.