Sage Mountain Advisors
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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
Q3 		$10.2M Buy
30,722
+475
+2% +$166K 0.6% 27
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 		$10M 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% +$12K 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 		$3.2M Buy
19,580
+1,223
+7% +$192K 0.46% 31
2021
Q2 		$2.86M 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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Sage Mountain Advisors's JPM Position: Q3 2026 in Review

Sage Mountain Advisors increased its JPMorgan Chase (JPM) stake by 1.6% in Q3 2026, buying an estimated $166K and bringing the position to 30,722 shares worth $10.2M. The position accounts for 0.6% of the portfolio, ranked #27.

Sage Mountain Advisors first reported a position in JPM in Q4 2020 and has held it in 24 quarters since. The position peaked at $16.8M in Q3 2025. 4,147 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Sage Mountain Advisors held 30,722 shares of JPMorgan Chase worth $10.2M as of Q3 2026.
  • Sage Mountain Advisors bought 475 JPMorgan Chase shares in Q3 2026, an estimated $166K.
  • JPMorgan Chase made up 0.6% of Sage Mountain Advisors's portfolio in Q3 2026, its #27 holding.
  • Sage Mountain Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 24 quarters since.
  • Sage Mountain Advisors's JPMorgan Chase position peaked at $16.8M in Q3 2025.
  • 4,147 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Sage Mountain Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.