JPMorgan Chase & Co. shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $10M | 47k | 210.86 |
| 2024-06-30 | $9.4M | 46k | 202.26 |
| 2024-03-31 | $8.6M | 43k | 200.30 |
| 2023-12-31 | $7.2M | 42k | 170.10 |
| 2023-09-30 | $6.1M | 42k | 145.02 |
| 2023-06-30 | $6.1M | 42k | 145.44 |
| 2023-03-31 | $5.4M | 41k | 130.31 |
| 2022-12-31 | $1.4M | 11k | 134.10 |
| 2022-09-30 | $1.1M | 10k | 104.47 |
| 2022-06-30 | $1.1M | 10k | 112.64 |
| 2022-03-31 | $3.1M | 23k | 136.30 |
| 2021-12-31 | $3.5M | 22k | 158.35 |
| 2021-09-30 | $3.2M | 20k | 163.69 |
| 2021-06-30 | $2.9M | 18k | 155.53 |
| 2021-03-31 | $2.6M | 17k | 152.22 |
| 2020-12-31 | $1.0M | 8.3k | 127.06 |