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Sage Mountain Advisors’s JPMorgan Chase JPM Stock Holding History

Sage Mountain Advisors’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 		$8.74M Sell
29,725
-22,168
-43% -$6.73M 0.61% 23
2025
Q4 		$16.7M Sell
51,893
-1,487
-3% -$460K 0.89% 20
2025
Q3 		$16.8M Buy
53,380
+2,484
+5% +$739K 0.96% 18
2025
Q2 		$14.8M Buy
50,896
+1,916
+4% +$489K 0.96% 18
2025
Q1 		$12M Buy
48,980
+369
+0.8% +$94.1K 0.89% 18
2024
Q4 		$11.7M Buy
48,611
+1,420
+3% +$331K 0.85% 22
2024
Q3 		$9.95M Buy
47,191
+869
+2% +$183K 0.85% 20
2024
Q2 		$9.37M Buy
46,322
+3,328
+8% +$651K 0.87% 21
2024
Q1 		$8.61M Buy
42,994
+806
+2% +$145K 0.9% 19
2023
Q4 		$7.18M Sell
42,188
-211
-0.5% -$32K 0.83% 20
2023
Q3 		$6.15M Buy
42,399
+470
+1% +$70.5K 0.85% 18
2023
Q2 		$6.1M Buy
41,929
+561
+1% +$77.2K 0.87% 19
2023
Q1 		$5.39M Buy
41,368
+30,739
+289% +$4.21M 0.87% 19
2022
Q4 		$1.43M Buy
10,629
+492
+5% +$62.3K 0.32% 31
2022
Q3 		$1.06M Buy
10,137
+105
+1% +$12.1K 0.28% 34
2022
Q2 		$1.13M Sell
10,032
-560
-5% -$69.4K 0.2% 73
2022
Q1 		$1.44M Sell
10,592
-11,403
-52% -$1.68M 0.23% 65
2021
Q4 		$3.48M Buy
21,995
+2,415
+12% +$397K 0.42% 29
2021
Q3 		$3.21M Buy
19,580
+1,223
+7% +$192K 0.46% 31
2021
Q2 		$2.85M Buy
18,357
+1,231
+7% +$193K 0.47% 31
2021
Q1 		$2.61M Buy
17,126
+8,870
+107% +$1.28M 0.55% 27
2020
Q4 		$1.05M Buy
+8,256
New +$923K 0.34% 45

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sage Mountain Advisors's JPM Position: Q1 2026 in Review

Sage Mountain Advisors reduced its JPMorgan Chase (JPM) stake by 43% in Q1 2026, selling an estimated $6.73M and leaving 29,725 shares worth $8.74M. The position accounts for 0.61% of the portfolio, ranked #23.

Sage Mountain Advisors first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $16.8M in Q3 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Sage Mountain Advisors held 29,725 shares of JPMorgan Chase worth $8.74M as of Q1 2026.
  • Sage Mountain Advisors sold 22,168 JPMorgan Chase shares in Q1 2026, an estimated $6.73M.
  • JPMorgan Chase made up 0.61% of Sage Mountain Advisors's portfolio in Q1 2026, its #23 holding.
  • Sage Mountain Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Sage Mountain Advisors's JPMorgan Chase position peaked at $16.8M in Q3 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.