Sage Investment Advisers LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1925418 WAPPINGERS FALLS, NY

Position in JPM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$3,974,768

+$415,432 QoQ

Shares Held

12,143

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

5.29%

of 13F equity value

Holder Rank

#2,303

of 5,058 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sage Investment Advisers LLC holds $5,425,433 across 4 Banks - Diversified names. JPM ranks #1 (73.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	12,143	$3,974,768
2	C	Citigroup Inc	4,318	$604,347
3	BNY	Bank of New York Mellon Corp	3,651	$527,971
4	BAC	Bank Of America Corp /De/	5,587	$318,347

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,974,768	12,143	+0.4%	Shares	Sole	2026-07-09
2026-03-31	$3,559,336	12,100	-2.0%	Shares	Sole	2026-04-10
2025-12-31	$3,979,094	12,349	-12.6%	Shares	Sole	2026-02-10
2024-09-30	$2,980,506	14,135	+0.7%	Shares	Sole	2024-11-04
2024-06-30	$2,839,932	14,041	-10.1%	Shares	Sole	2024-07-15
2024-03-31	$3,128,485	15,619	-10.2%	Shares	Sole	2024-04-15
2023-12-31	$2,958,379	17,392	-4.0%	Shares	Sole	2024-02-06
2023-09-30	$2,626,312	18,110	-0.2%	Shares	Sole	2023-10-10
2023-06-30	$2,640,317	18,154	-2.6%	Shares	Sole	2023-08-09
2023-03-31	$2,430,020	18,648	-2.3%	Shares	Sole	2023-04-10
2022-12-31	$2,560,773	19,096	-0.8%	Shares	Sole	2023-02-13
2022-09-30	$2,010,684	19,241	+1.1%	Shares	Sole	2022-11-14
2022-06-30	$2,143,306	19,033	-2.0%	Shares	Sole	2022-08-15
2022-03-31	$2,647,198	19,419	+7.4%	Shares	Sole	2022-05-10
2021-12-31	$2,863,126	18,081	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.