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JPMorgan Chase & Co. shares owned by Pacific Sage Partners

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

Historical chart of Pacific Sage Partners investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Pacific Sage Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $250k 1.0k 239.71
2024-09-30 $220k 1.0k 210.86
2024-06-30 $211k 1.0k 202.26

More positions owned by Pacific Sage Partners

Microsoft Corporation (MSFT)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Rus 1000 Val Etf (IWD)
Strategy Day Hagan Ned (SSUS)
Amazon (AMZN)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Mbs Etf (MBB)
Global X Fds Short-term Treas (SLDR)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Msci Emrg Chn (EMXC)

View all positions for Pacific Sage Partners

Top funds holding JPMorgan Chase & Co.

BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
FMR
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Wellington Management Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company
Legal & General Group

View all funds holding JPMorgan Chase & Co.