Back to JPM-PM
SAGESPRING WEALTH PARTNERS, LLC → JPM-PM
SAGESPRING WEALTH PARTNERS, LLC JPM-PM Position History
JPM-PM
Quarters held
52
Latest value
$5M
Q3 2026
Peak value
$105.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $23.9M |
| Q3 2025 | $90.8M |
| Q3 2025 | $1.4M |
| Q3 2025 | $1.3M |
| Q3 2025 | $330K |
| Q3 2025 | $461K |
| Q3 2025 | $242K |
| Q3 2025 | $14.5M |
| Q4 2025 | $24.7M |
| Q4 2025 | $103.8M |
| Q4 2025 | $1.4M |
| Q4 2025 | $11.2M |
| Q4 2025 | $2.8M |
| Q4 2025 | $373K |
| Q4 2025 | $307K |
| Q4 2025 | $268K |
| Q4 2025 | $16.4M |
| Q1 2026 | $21.8M |
| Q1 2026 | $84M |
| Q1 2026 | $3.1M |
| Q1 2026 | $1.6M |
| Q1 2026 | $12.4M |
| Q1 2026 | $3.8M |
| Q1 2026 | $10.8M |
| Q1 2026 | $380K |
| Q1 2026 | $656K |
| Q1 2026 | $6.4M |
| Q1 2026 | $4.4M |
| Q2 2026 | $24.8M |
| Q2 2026 | $99.5M |
| Q2 2026 | $3.7M |
| Q2 2026 | $1.6M |
| Q2 2026 | $18.2M |
| Q2 2026 | $3M |
| Q2 2026 | $11.8M |
| Q2 2026 | $477K |
| Q2 2026 | $751K |
| Q2 2026 | $8.2M |
| Q2 2026 | $4.8M |
| Q3 2026 | $331K |
| Q3 2026 | $25.8M |
| Q3 2026 | $105.2M |
| Q3 2026 | $588K |
| Q3 2026 | $3.7M |
| Q3 2026 | $1.7M |
| Q3 2026 | $26.2M |
| Q3 2026 | $6.2M |
| Q3 2026 | $12.8M |
| Q3 2026 | $489K |
| Q3 2026 | $877K |
| Q3 2026 | $7.1M |
| Q3 2026 | $5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5M | 52.7K | — | — |
| Q3 2026 | $7.1M | 73.4K | — | — |
| Q3 2026 | $877K | 14.3K | — | — |
| Q3 2026 | $489K | 6.6K | — | — |
| Q3 2026 | $12.8M | 285.5K | — | — |
| Q3 2026 | $6.2M | 121.8K | — | — |
| Q3 2026 | $26.2M | 549.9K | — | — |
| Q3 2026 | $1.7M | 29.7K | — | — |
| Q3 2026 | $3.7M | 44.5K | — | — |
| Q3 2026 | $588K | 9.5K | — | — |
| Q3 2026 | $105.2M | 1.28M | — | — |
| Q3 2026 | $25.8M | 77.9K | — | — |
| Q3 2026 | $331K | 14.5K | — | — |
| Q2 2026 | $4.8M | 52.4K | — | — |
| Q2 2026 | $8.2M | 83.4K | — | — |
| Q2 2026 | $751K | 12.2K | — | — |
| Q2 2026 | $477K | 6.6K | — | — |
| Q2 2026 | $11.8M | 250.8K | — | — |
| Q2 2026 | $3M | 59.5K | — | — |
| Q2 2026 | $18.2M | 359.3K | — | — |
| Q2 2026 | $1.6M | 28.7K | — | — |
| Q2 2026 | $3.7M | 42.4K | — | — |
| Q2 2026 | $99.5M | 1.21M | — | — |
| Q2 2026 | $24.8M | 75.9K | — | — |
| Q1 2026 | $4.4M | 51.9K | — | — |
| Q1 2026 | $6.4M | 76.0K | — | — |
| Q1 2026 | $656K | 11.8K | — | — |
| Q1 2026 | $380K | 6.2K | — | — |
| Q1 2026 | $10.8M | 229.9K | — | — |
| Q1 2026 | $3.8M | 73.9K | — | — |
| Q1 2026 | $12.4M | 247.7K | — | — |
| Q1 2026 | $1.6M | 27.5K | — | — |
| Q1 2026 | $3.1M | 41.9K | — | — |
| Q1 2026 | $84M | 1.11M | — | — |
| Q1 2026 | $21.8M | 74.1K | — | — |
| Q4 2025 | $16.4M | 203.9K | — | — |
| Q4 2025 | $268K | 2.9K | — | — |
| Q4 2025 | $307K | 5.3K | — | — |
| Q4 2025 | $373K | 5.9K | — | — |
| Q4 2025 | $2.8M | 54.6K | — | — |
| Q4 2025 | $11.2M | 221.3K | — | — |
| Q4 2025 | $1.4M | 23.9K | — | — |
| Q4 2025 | $103.8M | 1.63M | — | — |
| Q4 2025 | $24.7M | 76.5K | — | — |
| Q3 2025 | $14.5M | 192.6K | — | — |
| Q3 2025 | $242K | 4.2K | — | — |
| Q3 2025 | $461K | 7.3K | — | — |
| Q3 2025 | $330K | 6.9K | — | — |
| Q3 2025 | $1.3M | 25.8K | — | — |
| Q3 2025 | $1.4M | 25.0K | — | — |
| Q3 2025 | $90.8M | 1.48M | — | — |
| Q3 2025 | $23.9M | 75.8K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B