SAG
SageView Advisory Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6M | Buy |
45,750
+1,676
| +4% | +$500K | 0.52% | 24 |
|
|
2025
Q1 | $10.8M | Sell |
44,074
-971
| -2% | -$238K | 0.46% | 28 |
|
|
2024
Q4 | $10.8M | Buy |
45,045
+12,366
| +38% | +$2.96M | 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 | +$8.61M | 0.4% | 35 |
|
|
2024
Q1 | – | Sell |
-42,994
| Closed | -$7.58M | – | 655 |
|
|
2023
Q4 | $7.58M | Buy |
42,994
+10,084
| +31% | +$1.78M | 0.33% | 46 |
|
|
2023
Q3 | $4.77M | Sell |
32,910
-352
| -1% | -$51K | 0.27% | 49 |
|
|
2023
Q2 | $4.84M | Buy |
33,262
+2,804
| +9% | +$408K | 0.27% | 55 |
|
|
2023
Q1 | $3.97M | Buy |
30,458
+10,188
| +50% | +$1.33M | 0.25% | 63 |
|
|
2022
Q4 | $2.72M | Buy |
+20,270
| New | +$2.72M | 0.22% | 76 |
|