Sagespring Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Sagespring Wealth Partners’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	$21.8M	Sell	74,097 -2,428	-3%	-$737K	0.4%	41
2025 Q4	$24.7M	Buy	76,525 +774	+1%	+$240K	0.45%	40
2025 Q3	$23.9M	Buy	75,751 +1,852	+3%	+$551K	0.47%	40
2025 Q2	$21.4M	Buy	73,899 +6,988	+10%	+$1.78M	0.46%	40
2025 Q1	$16.4M	Buy	66,911 +4,968	+8%	+$1.27M	0.41%	42
2024 Q4	$14.8M	Buy	+61,943	New	+$14.4M	0.39%	41

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sagespring Wealth Partners's JPM Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its JPMorgan Chase (JPM) stake by 3.2% in Q1 2026, selling an estimated $737K and leaving 74,097 shares worth $21.8M. The position accounts for 0.4% of the portfolio, ranked #41.

Sagespring Wealth Partners first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $24.7M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Sagespring Wealth Partners held 74,097 shares of JPMorgan Chase worth $21.8M as of Q1 2026.
Sagespring Wealth Partners sold 2,428 JPMorgan Chase shares in Q1 2026, an estimated $737K.
JPMorgan Chase made up 0.4% of Sagespring Wealth Partners's portfolio in Q1 2026, its #41 holding.
Sagespring Wealth Partners first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's JPMorgan Chase position peaked at $24.7M in Q4 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.