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Sage Investment Counsel’s JPMorgan Chase JPM Stock Holding History

Sage Investment Counsel’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 		$1.75M Hold
5,342
– – 1.75% 18
2026
Q1 		$1.57M Sell
5,342
-100
-2% -$30.3K 1.74% 14
2025
Q4 		$1.75M Hold
5,442
– – 1.93% 10
2025
Q3 		$1.72M Sell
5,442
-10
-0.2% -$2.97K 1.9% 10
2025
Q2 		$1.58M Hold
5,452
– – 1.83% 11
2025
Q1 		$1.34M Sell
5,452
-120
-2% -$30.6K 1.7% 12
2024
Q4 		$1.34M Buy
+5,572
New +$1.3M 1.74% 11

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Sage Investment Counsel held its JPMorgan Chase (JPM) position steady in Q2 2026 at 5,342 shares worth $1.75M. The position accounts for 1.75% of the portfolio, ranked #18.

Sage Investment Counsel first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.75M in Q4 2025. 2,836 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sage Investment Counsel held 5,342 shares of JPMorgan Chase worth $1.75M as of Q2 2026.
  • Sage Investment Counsel left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 1.75% of Sage Investment Counsel's portfolio in Q2 2026, its #18 holding.
  • Sage Investment Counsel first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Sage Investment Counsel's JPMorgan Chase position peaked at $1.75M in Q4 2025.
  • 2,836 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.