SageView Advisory Group’s JPMorgan Chase JPM Stock Holding History

SageView Advisory 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
2025 Q4	$13.1M	Sell	40,799 -3,191	-7%	-$988K	0.44%	28
2025 Q3	$13.9M	Sell	43,990 -1,760	-4%	-$523K	0.48%	26
2025 Q2	$13.6M	Buy	45,750 +1,676	+4%	+$428K	0.52%	24
2025 Q1	$10.8M	Sell	44,074 -971	-2%	-$248K	0.46%	28
2024 Q4	$10.8M	Buy	45,045 +12,366	+38%	+$2.88M	0.46%	28
2024 Q3	$6.89M	Sell	32,679 -9,884	-23%	-$2.08M	0.35%	37
2024 Q2	$8.61M	Buy	+42,563	New	+$8.32M	0.4%	35
2024 Q1	–	Sell	-42,994	Closed	-$7.58M	–	640
2023 Q4	$7.58M	Buy	42,994 +10,084	+31%	+$1.53M	0.33%	46
2023 Q3	$4.77M	Sell	32,910 -352	-1%	-$52.8K	0.27%	49
2023 Q2	$4.84M	Buy	33,262 +2,804	+9%	+$386K	0.27%	55
2023 Q1	$3.97M	Buy	30,458 +10,188	+50%	+$1.4M	0.25%	63
2022 Q4	$2.72M	Buy	+20,270	New	+$2.57M	0.22%	76

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

SageView Advisory Group's JPM Position: Q4 2025 in Review

SageView Advisory Group reduced its JPMorgan Chase (JPM) stake by 7.3% in Q4 2025, selling an estimated $988K and leaving 40,799 shares worth $13.1M. The position accounts for 0.44% of the portfolio, ranked #28.

SageView Advisory Group first reported a position in JPM in Q4 2022 and has held it in 12 quarters since. The position peaked at $13.9M in Q3 2025. 5,122 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

SageView Advisory Group held 40,799 shares of JPMorgan Chase worth $13.1M as of Q4 2025.
SageView Advisory Group sold 3,191 JPMorgan Chase shares in Q4 2025, an estimated $988K.
JPMorgan Chase made up 0.44% of SageView Advisory Group's portfolio in Q4 2025, its #28 holding.
SageView Advisory Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's JPMorgan Chase position peaked at $13.9M in Q3 2025.
5,122 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.