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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sage Private Wealth Group's JPM Position: Q1 2026 in Review

Sage Private Wealth Group increased its JPMorgan Chase (JPM) stake by 8.6% in Q1 2026, buying an estimated $109K and bringing the position to 4,521 shares worth $1.33M. The position accounts for 0.67% of the portfolio, ranked #13.

Sage Private Wealth Group first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.34M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Sage Private Wealth Group held 4,521 shares of JPMorgan Chase worth $1.33M as of Q1 2026.
  • Sage Private Wealth Group bought 359 JPMorgan Chase shares in Q1 2026, an estimated $109K.
  • JPMorgan Chase made up 0.67% of Sage Private Wealth Group's portfolio in Q1 2026, its #13 holding.
  • Sage Private Wealth Group first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Sage Private Wealth Group's JPMorgan Chase position peaked at $1.34M in Q4 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.