JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Sage Investment Advisers LLC's Holding History (CIK: 0001925418)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 12,349 Value ($000) $3,979 Avg Close $309.53 Range $290.54 - $330.86
Q3 2024
Shares 14,135 Value ($000) $2,981 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 14,041 Value ($000) $2,840 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 15,619 Value ($000) $3,128 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 17,392 Value ($000) $2,958 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 18,110 Value ($000) $2,626 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 18,154 Value ($000) $2,640 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 18,648 Value ($000) $2,430 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 19,096 Value ($000) $2,561 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 19,241 Value ($000) $2,011 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 19,033 Value ($000) $2,143 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 19,419 Value ($000) $2,647 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 18,081 Value ($000) $2,863 Avg Close $147.83 Range $136.71 - $155.72