Sage Investment Advisers’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.98M | Buy |
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|
2024
Q2 | $2.84M | Sell |
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|
2024
Q1 | $3.13M | Sell |
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|
2023
Q4 | $2.96M | Sell |
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|
2023
Q3 | $2.63M | Sell |
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|
2023
Q2 | $2.64M | Sell |
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|
2023
Q1 | $2.43M | Sell |
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|
2022
Q4 | $2.56M | Sell |
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|
2022
Q3 | $2.01M | Buy |
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|
2022
Q2 | $2.14M | Sell |
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|
2022
Q1 | $2.65M | Buy |
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|
2021
Q4 | $2.86M | Buy |
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