SEC 13F Intelligence

Sageview Advisory Group, LLC / JPM

Sageview Advisory Group, LLC’s Jpmorgan Chase & Co Position

Does Sageview Advisory Group, LLC own Jpmorgan Chase & Co (JPM)? Yes — 40.8K shares worth $13M (+0.44% of its 13F portfolio) as of Q4 2025, down from 44.0K shares the prior filed quarter.

Position Value
$13M
Q4 2025
Shares
40.8K
% of Portfolio
+0.44%
Quarters Held
12
currently held

Position History JPM

Reported value by quarter
Q4 ’22: $3MQ4 ’22Q1 ’23: $4MQ2 ’23: $5MQ2 ’23Q3 ’23: $5MQ4 ’23: $8MQ4 ’23Q2 ’24: $9MQ3 ’24: $7MQ3 ’24Q4 ’24: $11MQ1 ’25: $11MQ1 ’25Q2 ’25: $14MQ3 ’25: $14MQ3 ’25Q4 ’25: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202540.8K$13M+0.44%
Q3 202544.0K$14M+0.48%
Q2 202545.8K$14M+0.52%
Q1 202544.1K$11M+0.46%
Q4 202445.0K$11M+0.46%
Q3 202432.7K$7M+0.35%
Q2 202442.6K$9M+0.40%
Q4 202343.0K$8M+0.32%
Q3 202332.9K$5M+0.27%
Q2 202333.3K$5M+0.27%
Q1 202330.5K$4M+0.25%
Q4 202220.3K$3M+0.22%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sageview Advisory Group, LLC’s full portfolio or all institutional holders of JPM.