Sage Private Wealth Group »

JPMorgan Chase & Co. shares owned by Sage Private Wealth Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Sage Private Wealth Group from 13F filings

Historical chart of Sage Private Wealth Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Sage Private Wealth Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by Sage Private Wealth Group

Quarter filed Position value Share count Share price at filing
2022-09-30 $425k 4.1k 104.45
2022-06-30 $499k 4.4k 112.56
2022-03-31 $537k 3.9k 136.47
2021-12-31 $579k 3.7k 158.20
2021-09-30 $591k 3.6k 163.62
2021-06-30 $557k 3.6k 155.59
2021-03-31 $544k 3.6k 152.21
2020-12-31 $463k 3.6k 127.09