SageGuard Financial Group’s JPMorgan Chase JPM Stock Holding History

SageGuard Financial 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	$4.89M	Buy	14,953 +1,780	+14%	+$553K	0.69%	48
2026 Q1	$3.87M	Buy	13,173 +2,998	+29%	+$910K	0.6%	49
2025 Q4	$3.28M	Buy	+10,175	New	+$3.15M	0.52%	45
2021 Q3	–	Sell	-1,375	Closed	-$214K	–	73
2021 Q2	$214K	Sell	1,375 -1,292	-48%	-$203K	0.1%	129
2021 Q1	$407K	Sell	2,667 -114	-4%	-$16.4K	0.19%	88
2020 Q4	$354K	Buy	+2,781	New	+$311K	0.17%	86

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SageGuard Financial Group's JPM Position: Q2 2026 in Review

SageGuard Financial Group increased its JPMorgan Chase (JPM) stake by 14% in Q2 2026, buying an estimated $553K and bringing the position to 14,953 shares worth $4.89M. The position accounts for 0.69% of the portfolio, ranked #48.

SageGuard Financial Group first reported a position in JPM in Q4 2020 and has held it in 6 quarters since. 3,433 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

SageGuard Financial Group held 14,953 shares of JPMorgan Chase worth $4.89M as of Q2 2026.
SageGuard Financial Group bought 1,780 JPMorgan Chase shares in Q2 2026, an estimated $553K.
JPMorgan Chase made up 0.69% of SageGuard Financial Group's portfolio in Q2 2026, its #48 holding.
SageGuard Financial Group first reported a position in JPMorgan Chase in Q4 2020 and has held it in 6 quarters since.
3,433 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.