A detailed history of Sage Investment Advisers LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sage Investment Advisers LLC holds 14,135 shares of JPM stock, worth $3.51 Million. This represents 3.17% of its overall portfolio holdings.

Number of Shares
14,135
Previous 14,041 0.67%
Holding current value
$3.51 Million
Previous $2.84 Million 4.93%
% of portfolio
3.17%
Previous 3.26%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$194.9 - $224.8 $18,320 - $21,131
94 Added 0.67%
14,135 $2.98 Million
Q2 2024

Jul 15, 2024

SELL
$180.08 - $204.79 $284,166 - $323,158
-1,578 Reduced 10.1%
14,041 $2.84 Million
Q1 2024

Apr 15, 2024

SELL
$167.09 - $200.3 $296,250 - $355,131
-1,773 Reduced 10.19%
15,619 $3.13 Million
Q4 2023

Feb 06, 2024

SELL
$135.69 - $170.3 $97,425 - $122,275
-718 Reduced 3.96%
17,392 $2.96 Million
Q3 2023

Oct 10, 2023

SELL
$143.21 - $158.0 $6,301 - $6,952
-44 Reduced 0.24%
18,110 $2.63 Million
Q2 2023

Aug 08, 2023

SELL
$127.47 - $145.44 $62,970 - $71,847
-494 Reduced 2.65%
18,154 $2.64 Million
Q1 2023

Apr 10, 2023

SELL
$124.91 - $143.8 $55,959 - $64,422
-448 Reduced 2.35%
18,648 $2.43 Million
Q4 2022

Feb 13, 2023

SELL
$101.96 - $137.84 $14,784 - $19,986
-145 Reduced 0.75%
19,096 $2.56 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $4,311 - $25,080
208 Added 1.09%
19,241 $2.01 Million
Q2 2022

Aug 15, 2022

SELL
$112.61 - $135.91 $43,467 - $52,461
-386 Reduced 1.99%
19,033 $2.14 Million
Q1 2022

May 10, 2022

BUY
$128.3 - $168.44 $171,665 - $225,372
1,338 Added 7.4%
19,419 $2.65 Million
Q4 2021

May 10, 2022

BUY
$153.94 - $171.78 $2.78 Million - $3.11 Million
18,081 New
18,081 $2.86 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $729B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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