Sage Mountain Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Buy |
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|
2025
Q1 | $12M | Buy |
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|
2024
Q4 | $11.7M | Buy |
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|
2024
Q3 | $9.95M | Buy |
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|
2024
Q2 | $9.37M | Buy |
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|
2024
Q1 | $8.61M | Buy |
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|
2023
Q4 | $7.18M | Sell |
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|
2023
Q3 | $6.15M | Buy |
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|
2023
Q2 | $6.1M | Buy |
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|
2023
Q1 | $5.39M | Buy |
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|
2022
Q4 | $1.43M | Buy |
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|
2022
Q3 | $1.06M | Buy |
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|
2022
Q2 | $1.13M | Sell |
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|
2022
Q1 | $1.44M | Sell |
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|
2021
Q4 | $3.48M | Buy |
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|
2021
Q3 | $3.21M | Buy |
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|
2021
Q2 | $2.85M | Buy |
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|
2021
Q1 | $2.61M | Buy |
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|
2020
Q4 | $1.05M | Buy |
|