Sage Capital Advisors,Llc Jpmorgan Chase & CO Transaction History

Sage Capital Advisors,Llc

$430 Million
Q4 2025

A detailed history of Sage Capital Advisors,Llc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sage Capital Advisors,Llc holds 1,742 shares of JPM stock, worth $523,244. This represents 0.12% of its overall portfolio holdings.

Number of Shares

1,742

Previous 1,707 2.05%

Holding current value

$523,244

Previous $538,000 2.79%

% of portfolio

0.12%

Previous 0.13%

37 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 06, 2026	BUY	$294.11 - $320.41 $10,293 - $11,214	35 Added 2.05%	1,742 $523,000
Q3 2025 Oct 07, 2025	SELL	$282.78 - $316.06 $132,341 - $147,916	-468 Reduced 21.52%	1,707 $538,000
Q2 2025 Jul 03, 2025	BUY	$210.28 - $289.91 $31,331 - $43,196	149 Added 7.35%	2,175 $630,000
Q1 2025 Apr 04, 2025	BUY	$225.19 - $279.95 $19,366 - $24,075	86 Added 4.43%	2,026 $496,000
Q4 2024 Jan 10, 2025	BUY	$205.18 - $250.29 $205 - $250	1 Added 0.05%	1,940 $465,000

Q3 2024 Oct 08, 2024	BUY	$194.9 - $224.8 $389 - $449	2 Added 0.1%	1,939 $408,000
Q2 2024 Jul 09, 2024	BUY	$180.08 - $204.79 $7,743 - $8,805	43 Added 2.27%	1,937 $391,000
Q1 2024 Apr 15, 2024	BUY	$167.09 - $200.3 $334 - $400	2 Added 0.11%	1,894 $379,000
Q4 2023 Jan 09, 2024	BUY	$135.69 - $170.3 $42,199 - $52,963	311 Added 19.67%	1,892 $321,000
Q3 2023 Oct 12, 2023	BUY	$143.21 - $158.0 $4,296 - $4,740	30 Added 1.93%	1,581 $229,000
Q2 2023 Jul 12, 2023	SELL	$127.47 - $145.44 $4,461 - $5,090	-35 Reduced 2.21%	1,551 $225,000
Q1 2023 Apr 11, 2023	BUY	$124.91 - $143.8 $1,124 - $1,294	9 Added 0.57%	1,586 $206,000
Q4 2022 Jan 19, 2023	BUY	$101.96 - $137.84 $160,790 - $217,373	1,577 New	1,577 $0
Q1 2022 Apr 11, 2022	SELL	$128.3 - $168.44 $189,499 - $248,785	-1,477 Closed	0 $0
Q4 2021 Jan 20, 2022	BUY	$153.94 - $171.78 $307 - $343	2 Added 0.14%	1,477 $220,000
Q3 2021 Oct 26, 2021	BUY	$146.97 - $166.98 $293 - $333	2 Added 0.14%	1,475 $241,000
Q2 2021 Jul 22, 2021	BUY	$147.37 - $166.44 $147 - $166	1 Added 0.07%	1,473 $225,000
Q1 2021 May 04, 2021	BUY	$125.65 - $157.65 $3,141 - $3,941	25 Added 1.73%	1,472 $224,000
Q4 2020 Feb 08, 2021	BUY	$96.54 - $127.07 $139,693 - $183,870	1,447 New	1,447 $200,000
Q3 2020 Oct 29, 2020	SELL	$91.28 - $103.82 $1.17 Million - $1.33 Million	-12,855 Closed	0 $0
Q2 2020 Jul 13, 2020	BUY	$84.03 - $113.45 $5,041 - $6,807	60 Added 0.47%	12,855 $1.21 Million
Q1 2020 Apr 17, 2020	SELL	$79.03 - $141.09 $2.05 Million - $3.65 Million	-25,880 Reduced 66.92%	12,795 $1.15 Million
Q4 2019 Jan 16, 2020	BUY	$111.82 - $139.4 $32,204 - $40,147	288 Added 0.75%	38,675 $5.39 Million
Q3 2019 Oct 17, 2019	SELL	$104.8 - $120.23 $388,598 - $445,812	-3,708 Reduced 8.81%	38,387 $4.52 Million
Q2 2019 Jul 31, 2019	SELL	$104.64 - $116.12 $37,461 - $41,570	-358 Reduced 0.84%	42,095 $4.83 Million
Q1 2019 Jul 31, 2019	SELL	$97.11 - $107.19 $1.85 Million - $2.04 Million	-19,069 Reduced 31.0%	42,453 $4.3 Million
Q1 2019 Apr 23, 2019	BUY	$97.11 - $107.19 $1.87 Million - $2.06 Million	19,253 Added 45.55%	61,522 $6.23 Million
Q4 2018 Jul 31, 2019	SELL	$92.14 - $115.32 $1.76 Million - $2.2 Million	-19,069 Reduced 31.09%	42,269 $4.13 Million
Q4 2018 Feb 11, 2019	BUY	$92.14 - $115.32 $1.72 Million - $2.16 Million	18,717 Added 43.91%	61,338 $5.99 Million
Q3 2018 Nov 14, 2018	SELL	$103.61 - $118.63 $1.85 Million - $2.12 Million	-17,873 Reduced 29.55%	42,621 $4.81 Million
Q2 2018 Aug 14, 2018	BUY	$103.24 - $114.29 $104,478 - $115,661	1,012 Added 1.7%	60,494 $6.3 Million
Q1 2018 May 01, 2018	SELL	$107.01 - $118.77 $4,815 - $5,344	-45 Reduced 0.08%	59,482 $6.54 Million
Q4 2017 Feb 14, 2018	BUY	$95.86 - $107.83 $17,254 - $19,409	180 Added 0.3%	59,527 $6.37 Million
Q3 2017 Jul 31, 2019	SELL	$88.42 - $95.51 $23,519 - $25,405	-266 Reduced 0.45%	59,347 $5.67 Million
Q3 2017 Nov 30, 2017	SELL	$88.42 - $95.51 $49,780 - $53,772	-563 Reduced 0.94%	59,613 $5.69 Million
Q2 2017 Jul 31, 2019	SELL	N/A	-266 Reduced 0.44%	60,176 $5.5 Million
Q2 2017 Aug 08, 2017	BUY	N/A	60,442	60,442 $5.52 Million

Others Institutions Holding JPM

# of Institutions

5,471

Shares Held

1.97B

Call Options Held

27.7M

Put Options Held

31.2M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $881B
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 ...

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Sage Capital Advisors,Llc Jpmorgan Chase & CO Transaction History