SageView Advisory Group, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1914558 NEWPORT BEACH, CA

Position in JPM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$12,438,212

+$1,142,174 QoQ

Shares Held

37,999

-1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.68%

of 13F equity value

Holder Rank

#1,295

of 5,058 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SageView Advisory Group, LLC holds $19,932,530 across 5 Banks - Diversified names. JPM ranks #1 (62.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	37,999	$12,438,212
2	BAC	Bank Of America Corp /De/	64,309	$3,664,326
3	C	Citigroup Inc	13,276	$1,858,108
4	BNY	Bank of New York Mellon Corp	9,103	$1,316,384
5	WFC	Wells Fargo & Company/Mn	7,932	$655,500

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,438,212	37,999	-1.0%	Shares	Sole	2026-08-10
2026-03-31	$11,296,038	38,401	-5.9%	Shares	Sole	2026-08-10
2025-12-31	$13,146,253	40,799	-7.3%	Shares	Sole	2026-02-17
2025-09-30	$13,875,765	43,990	-3.8%	Shares	Sole	2025-11-13
2025-06-30	$13,263,382	45,750	+3.8%	Shares	Sole	2025-08-13
2025-03-31	$10,811,352	44,074	-2.2%	Shares	Sole	2025-05-19
2024-12-31	$10,797,736	45,045	+37.8%	Shares	Sole	2025-02-13
2024-09-30	$6,890,693	32,679	-23.2%	Shares	Sole	2024-11-14
2024-06-30	$8,608,792	42,563	-1.0%	Shares	Sole	2024-08-15
2023-12-31	$7,313,279	42,994	+30.6%	Shares	Sole	2024-03-06
2023-09-30	$4,772,607	32,910	-1.1%	Shares	Sole	2023-11-03
2023-06-30	$4,837,625	33,262	+9.2%	Shares	Other	2023-08-11
2023-03-31	$3,968,981	30,458	+50.3%	Shares	Sole	2023-05-02
2022-12-31	$2,718,206	20,270	—	Shares	Other	2023-02-15
No filing history on record for this holder in this stock.