JPMorgan Chase & Co. shares owned by SageView Advisory Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by SageView Advisory Group
from 13F filings
Historical chart of SageView Advisory Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by SageView Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 44k | 315.43 |
| 2025-06-30 | $14M | 46k | 298.28 |
| 2025-03-31 | $11M | 44k | 245.30 |
| 2024-12-31 | $11M | 45k | 239.71 |
| 2024-09-30 | $6.9M | 33k | 210.86 |
| 2024-06-30 | $8.6M | 43k | 202.25 |
| 2023-12-31 | $7.6M | 43k | 176.27 |
| 2023-09-30 | $4.8M | 33k | 145.02 |
| 2023-06-30 | $4.8M | 33k | 145.44 |
| 2023-03-31 | $4.0M | 31k | 130.31 |
| 2022-12-31 | $2.7M | 20k | 134.10 |