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.
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Quarterly reported holdings in JPMorgan Chase & Co. by Sage Private Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 4.2k | 315.41 |
| 2025-06-30 | $1.3M | 4.5k | 289.97 |
| 2025-03-31 | $1.1M | 4.5k | 245.30 |
| 2024-12-31 | $1.1M | 4.8k | 239.75 |
| 2024-09-30 | $1.1M | 5.4k | 210.88 |
| 2024-06-30 | $1.1M | 5.3k | 202.26 |
| 2024-03-31 | $988k | 4.9k | 200.34 |
| 2023-12-31 | $694k | 4.1k | 170.13 |
| 2023-09-30 | $579k | 4.0k | 145.05 |
| 2023-06-30 | $575k | 4.0k | 145.45 |
| 2023-03-31 | $515k | 4.0k | 130.32 |
| 2022-12-31 | $488k | 3.6k | 134.13 |
| 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 |