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
2026 Q2	$12.4M	Sell	37,999 -402	-1%	-$125K	0.41%	30
2026 Q1	$11.3M	Sell	38,401 -2,398	-6%	-$728K	0.41%	24
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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

SageView Advisory Group's JPM Position: Q2 2026 in Review

SageView Advisory Group reduced its JPMorgan Chase (JPM) stake by 1% in Q2 2026, selling an estimated $125K and leaving 37,999 shares worth $12.4M. The position accounts for 0.41% of the portfolio, ranked #30.

SageView Advisory Group first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.9M in Q3 2025. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

SageView Advisory Group held 37,999 shares of JPMorgan Chase worth $12.4M as of Q2 2026.
SageView Advisory Group sold 402 JPMorgan Chase shares in Q2 2026, an estimated $125K.
JPMorgan Chase made up 0.41% of SageView Advisory Group's portfolio in Q2 2026, its #30 holding.
SageView Advisory Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's JPMorgan Chase position peaked at $13.9M in Q3 2025.
5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.