Sage Financial Management Group »

JPMorgan Chase & Co. shares owned by Sage Financial Management Group

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

Historical chart of Sage Financial Management Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Sage Financial Management 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 Financial Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $358k 1.8k 200.34
2023-12-31 $304k 1.8k 170.12
2021-03-31 $98k 643 152.41
2020-12-31 $82k 20k 4.03

More positions owned by Sage Financial Management Group

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)

View all positions for Sage Financial Management Group

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
Morgan Stanley
Geode Capital Management
FMR
Bank of America Corporation
Wellington Management Company
T. Rowe Price Associates
Northern Trust
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.