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Disclosery

Sage Mountain Advisors LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sage Mountain Advisors LLC on JPM, newest first. How the timeline and the estimate are built.

Sage Mountain Advisors LLC held 30,247 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,247 shares
    Change vs previous 13F +522 shares

    0.61% of the 13F portfolio, value $9,900,884.

    13F-HR 0001398344-26-013547 filed by Sage Mountain Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 29,725 shares
    Change vs previous 13F -22,168 shares

    0.61% of the 13F portfolio, value $8,744,026.

    13F-HR 0001398344-26-008901 filed by Sage Mountain Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 51,893 shares
    Change vs previous 13F -1,487 shares

    0.89% of the 13F portfolio, value $16,720,984.

    13F-HR 0001398344-26-001120 filed by Sage Mountain Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 53,380 shares
    Change vs previous 13F +2,484 shares

    0.96% of the 13F portfolio, value $16,837,546.

    13F-HR 0001398344-25-019993 filed by Sage Mountain Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 50,896 shares
    Change vs previous 13F +1,916 shares

    0.96% of the 13F portfolio, value $14,755,132.

    13F-HR 0001398344-25-014219 filed by Sage Mountain Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 48,980 shares
    Change vs previous 13F +369 shares

    0.89% of the 13F portfolio, value $12,014,686.

    13F-HR 0001398344-25-008521 filed by Sage Mountain Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 48,611 shares
    Change vs previous 13F +1,420 shares

    0.85% of the 13F portfolio, value $11,652,437.

    13F-HR 0001398344-25-002201 filed by Sage Mountain Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 47,191 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $9,950,601.

    13F-HR 0001398344-24-019579 filed by Sage Mountain Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).