Sagewood Asset Management LP

Position in JPM — Jpmorgan Chase & Co

CIK 1693636 NEW YORK, NY

Position in JPM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$8,471,300

+$1,530,301 QoQ

Shares Held

25,880

+9.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.01%

of 13F equity value

Holder Rank

#1,612

of 5,056 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sagewood Asset Management LP holds $10,532,199 across 5 Banks - Diversified names. JPM ranks #1 (80.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	25,880	$8,471,300
2	BAC	Bank Of America Corp /De/	13,408	$763,987
3	C	Citigroup Inc	4,516	$632,059
4	BNY	Bank of New York Mellon Corp	2,570	$371,647
5	WFC	Wells Fargo & Company/Mn	3,548	$293,206

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,471,300	25,880	+9.7%	Shares	Sole	2026-07-29
2026-03-31	$6,940,999	23,596	-5.7%	Shares	Sole	2026-05-13
2025-12-31	$8,066,455	25,034	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.