Sagewood Asset Management’s JPMorgan Chase JPM Stock Holding History

Sagewood Asset Management’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	$8.47M	Buy	25,880 +2,284	+10%	+$709K	1.92%	9
2026 Q1	$6.94M	Sell	23,596 -1,438	-6%	-$436K	2.17%	8
2025 Q4	$8.07M	Buy	+25,034	New	+$7.75M	2.86%	8

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 $3.38T AUM 44.17% 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

Sagewood Asset Management's JPM Position: Q2 2026 in Review

Sagewood Asset Management increased its JPMorgan Chase (JPM) stake by 9.7% in Q2 2026, buying an estimated $709K and bringing the position to 25,880 shares worth $8.47M. The position accounts for 1.92% of the portfolio, ranked #9.

Sagewood Asset Management first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Sagewood Asset Management held 25,880 shares of JPMorgan Chase worth $8.47M as of Q2 2026.
Sagewood Asset Management bought 2,284 JPMorgan Chase shares in Q2 2026, an estimated $709K.
JPMorgan Chase made up 1.92% of Sagewood Asset Management's portfolio in Q2 2026, its #9 holding.
Sagewood Asset Management first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.