JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSage Capital Advisors,llc
Latest Disclosed Ownership1,748 shares
Latest Disclosed Value $ 514,336
Sage Capital Advisors,llc reports 0.34% increase in ownership of JPM / JPMorgan Chase & Co.

On April 7, 2026 - Sage Capital Advisors,llc filed a 13F-HR form disclosing ownership of 1,748 shares of JPMorgan Chase & Co. (MX:JPM) valued at $514,336 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 6, 2026 disclosing 1,742 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.34% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 1,748 6 0.34 514 -8.38 0.1193
2026-01-06 2025-12-31 13F JPMORGAN CHASE COM 46625H100 1,742 35 2.05 561 4.28 0.1334
2025-10-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 1,707 -468 -21.52 538 -14.60 0.1280
2025-07-03 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,175 149 7.35 631 27.02 0.1557
2025-04-04 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,026 86 4.43 497 6.67 0.1303
2025-01-10 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,940 1 0.05 465 13.97 0.1210
2024-10-08 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,939 2 0.10 409 4.35 0.1067
2024-07-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,937 43 2.27 392 3.17 0.1125
2024-04-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,894 2 0.11 379 18.07 0.1100
2024-01-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,892 311 19.67 322 40.17 0.1040
2023-10-12 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,581 30 1.93 229 1.78 0.0842
2023-07-12 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,551 -35 -2.21 226 9.22 0.0792
2023-04-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,586 9 0.57 207 -2.37 0.0787
2023-01-19 2022-12-31 13F JPMORGAN CHASE COM 46625H100 1,577 1,577 211 0.0933
2022-04-11 2022-03-31 13F JPMORGAN CHASE COM 46625H100 0 -1,477 -100.00 0 -100.00
2022-01-20 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,477 2 0.14 220 -8.71 0.0835
2021-10-26 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,475 2 0.14 241 7.11 0.1026
2021-07-22 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,473 1 0.07 225 0.45 0.0918
2021-05-04 2021-03-31 13F JPMORGAN CHASE COM 46625H100 1,472 25 1.73 224 12.00 0.1004
2021-02-08 2020-12-31 13F JPMORGAN CHASE COM 46625H100 1,447 1,447 200 0.0986
2020-10-29 2020-09-30 13F JPMORGAN CHASE COM 46625H100 0 -12,855 -100.00 0 -100.00
2020-07-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 12,855 60 0.47 1,209 4.95 0.7765
2020-04-17 2020-03-31 13F JPMORGAN CHASE COM 46625H100 12,795 -25,880 -66.92 1,152 -78.63 0.9426
2020-01-16 2019-12-31 13F JPMORGAN CHASE COM 46625H100 38,675 288 0.75 5,391 19.32 3.4227
2019-10-17 2019-09-30 13F JPMORGAN CHASE COM 46625H100 38,387 -3,708 -8.81 4,518 -6.40 3.4087
2019-07-31 2019-06-30 13F JPMORGAN CHASE COM 46625H100 42,095 -358 -0.84 4,827 12.31 3.3410
2019-07-31 2019-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 42,453 184 0.44 4,298 4.17 2.7632
2019-04-23 2019-03-31 13F JPMORGAN CHASE COM 46625H100 61,522 184 6,228
2019-07-31 2018-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 42,269 -352 -0.83 4,126 -14.20 3.1134
2019-02-11 2018-12-31 13F JPMORGAN CHASE COM 46625H100 61,338 18,717 5,988
2019-07-31 2018-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 42,621 -17,873 -29.55 4,809 -23.70 3.0059
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 42,621 -17,873 4,809
2019-07-31 2018-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 60,494 1,012 1.70 6,303 -3.64 4.4058
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 60,494 1,012 6,303
2019-07-31 2018-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 59,482 -45 -0.08 6,541 2.75 4.6256
2018-05-01 2018-03-31 13F JPMORGAN CHASE COM 46625H100 59,482 -45 6,541
2019-07-31 2017-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 59,527 180 0.30 6,366 12.31 4.1254
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 59,527 -86 6,366
2019-07-31 2017-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 59,347 -829 -1.38 5,668 3.05 3.9822
2017-11-30 2017-09-30 13F JPMORGAN CHASE COM 46625H100 59,613 -829 5,694
2019-07-31 2017-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 60,176 60,176 5,500 4.0412
2017-08-08 2017-06-30 13F JPMORGAN CHASE COM 46625H100 60,442 5,524
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.