SMA
Sage Mountain Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Buy |
50,896
+1,916
| +4% | +$555K | 0.96% | 18 |
|
|
2025
Q1 | $12M | Buy |
48,980
+369
| +0.8% | +$90.5K | 0.89% | 18 |
|
|
2024
Q4 | $11.7M | Buy |
48,611
+1,420
| +3% | +$340K | 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% | +$673K | 0.87% | 21 |
|
|
2024
Q1 | $8.61M | Buy |
42,994
+806
| +2% | +$161K | 0.9% | 19 |
|
|
2023
Q4 | $7.18M | Sell |
42,188
-211
| -0.5% | -$35.9K | 0.83% | 20 |
|
|
2023
Q3 | $6.15M | Buy |
42,399
+470
| +1% | +$68.2K | 0.85% | 18 |
|
|
2023
Q2 | $6.1M | Buy |
41,929
+561
| +1% | +$81.6K | 0.87% | 19 |
|
|
2023
Q1 | $5.39M | Buy |
41,368
+30,739
| +289% | +$4.01M | 0.87% | 19 |
|
|
2022
Q4 | $1.43M | Buy |
10,629
+492
| +5% | +$66K | 0.32% | 31 |
|
|
2022
Q3 | $1.06M | Buy |
10,137
+105
| +1% | +$11K | 0.28% | 34 |
|
|
2022
Q2 | $1.13M | Sell |
10,032
-560
| -5% | -$63.1K | 0.2% | 73 |
|
|
2022
Q1 | $1.44M | Sell |
10,592
-11,403
| -52% | -$1.55M | 0.23% | 65 |
|
|
2021
Q4 | $3.48M | Buy |
21,995
+2,415
| +12% | +$382K | 0.42% | 28 |
|
|
2021
Q3 | $3.21M | Buy |
19,580
+1,223
| +7% | +$200K | 0.46% | 30 |
|
|
2021
Q2 | $2.86M | Buy |
18,357
+1,231
| +7% | +$191K | 0.47% | 31 |
|
|
2021
Q1 | $2.61M | Buy |
17,126
+8,870
| +107% | +$1.35M | 0.55% | 27 |
|
|
2020
Q4 | $1.05M | Buy |
+8,256
| New | +$1.05M | 0.34% | 45 |
|