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Sage Private Wealth Group’s JPMorgan Chase JPM Stock Holding History

Sage Private Wealth Group’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 		$1.5M Buy
4,579
+58
+1% +$18K 0.67% 17
2026
Q1 		$1.33M Buy
4,521
+359
+9% +$109K 0.67% 13
2025
Q4 		$1.34M Sell
4,162
-21
-0.5% -$6.5K 0.72% 17
2025
Q3 		$1.32M Sell
4,183
-291
-7% -$86.5K 0.73% 14
2025
Q2 		$1.3M Sell
4,474
-73
-2% -$18.6K 0.83% 12
2025
Q1 		$1.12M Sell
4,547
-245
-5% -$62.5K 0.84% 11
2024
Q4 		$1.15M Sell
4,792
-638
-12% -$149K 0.86% 12
2024
Q3 		$1.15M Buy
5,430
+124
+2% +$26.1K 0.9% 9
2024
Q2 		$1.07M Buy
5,306
+376
+8% +$73.5K 0.9% 9
2024
Q1 		$988K Buy
4,930
+850
+21% +$153K 0.79% 14
2023
Q4 		$694K Buy
4,080
+87
+2% +$13.2K 0.62% 17
2023
Q3 		$579K Buy
3,993
+38
+1% +$5.7K 0.8% 11
2023
Q2 		$575K Buy
3,955
+2
+0.1% +$275 0.78% 12
2023
Q1 		$515K Buy
3,953
+316
+9% +$43.3K 0.59% 12
2022
Q4 		$488K Sell
3,637
-432
-11% -$54.7K 0.58% 16
2022
Q3 		$425K Sell
4,069
-364
-8% -$41.8K 0.56% 13
2022
Q2 		$499K Buy
4,433
+498
+13% +$61.7K 0.72% 10
2022
Q1 		$537K Buy
3,935
+275
+8% +$40.6K 0.52% 14
2021
Q4 		$579K Buy
3,660
+48
+1% +$7.88K 0.72% 10
2021
Q3 		$591K Buy
3,612
+32
+0.9% +$5.02K 0.82% 7
2021
Q2 		$557K Buy
3,580
+6
+0.2% +$942 0.75% 10
2021
Q1 		$544K Sell
3,574
-69
-2% -$9.93K 0.94% 8
2020
Q4 		$463K Buy
+3,643
New +$407K 1.29% 8

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 $3.38T AUM 44.17% 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 Private Wealth Group's JPM Position: Q2 2026 in Review

Sage Private Wealth Group increased its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, buying an estimated $18K and bringing the position to 4,579 shares worth $1.5M. The position accounts for 0.67% of the portfolio, ranked #17.

Sage Private Wealth Group first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sage Private Wealth Group held 4,579 shares of JPMorgan Chase worth $1.5M as of Q2 2026.
  • Sage Private Wealth Group bought 58 JPMorgan Chase shares in Q2 2026, an estimated $18K.
  • JPMorgan Chase made up 0.67% of Sage Private Wealth Group's portfolio in Q2 2026, its #17 holding.
  • Sage Private Wealth Group first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.