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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
Q2 		$9.9M Buy
30,247
+522
+2% +$162K 0.61% 24
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sage Mountain Advisors's JPM Position: Q2 2026 in Review

Sage Mountain Advisors increased its JPMorgan Chase (JPM) stake by 1.8% in Q2 2026, buying an estimated $162K and bringing the position to 30,247 shares worth $9.9M. The position accounts for 0.61% of the portfolio, ranked #24.

Sage Mountain Advisors first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $16.8M in Q3 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sage Mountain Advisors held 30,247 shares of JPMorgan Chase worth $9.9M as of Q2 2026.
  • Sage Mountain Advisors bought 522 JPMorgan Chase shares in Q2 2026, an estimated $162K.
  • JPMorgan Chase made up 0.61% of Sage Mountain Advisors's portfolio in Q2 2026, its #24 holding.
  • Sage Mountain Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Sage Mountain Advisors's JPMorgan Chase position peaked at $16.8M in Q3 2025.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.