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Disclosery

SAGE RHINO CAPITAL LLC: JPM position timeline

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

SAGE RHINO CAPITAL LLC held 9,855 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,855 shares
    Change vs previous 13F +53 shares

    0.53% of the 13F portfolio, value $3,225,927.

    13F-HR 0001771605-26-000004 filed by SAGE RHINO CAPITAL 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 9,802 shares
    Change vs previous 13F -21 shares

    0.54% of the 13F portfolio, value $2,883,437.

    13F-HR 0001771605-26-000002 filed by SAGE RHINO CAPITAL 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 9,823 shares
    Change vs previous 13F -158 shares

    0.6% of the 13F portfolio, value $3,165,255.

    13F-HR 0001771605-26-000001 filed by SAGE RHINO CAPITAL 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 9,981 shares
    Change vs previous 13F -10 shares

    0.61% of the 13F portfolio, value $3,148,307.

    13F-HR 0001771605-25-000002 filed by SAGE RHINO CAPITAL 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 9,991 shares
    Change vs previous 13F -43 shares

    0.61% of the 13F portfolio, value $2,896,491.

    13F-HR 0001085146-25-003912 filed by SAGE RHINO CAPITAL 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 10,034 shares
    Change vs previous 13F -100 shares

    0.57% of the 13F portfolio, value $2,461,340.

    13F-HR 0001085146-25-002506 filed by SAGE RHINO CAPITAL 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 10,134 shares
    Change vs previous 13F -46 shares

    0.53% of the 13F portfolio, value $2,429,221.

    13F-HR 0001085146-25-000854 filed by SAGE RHINO CAPITAL 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 10,180 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,146,564.

    13F-HR 0001085146-24-005305 filed by SAGE RHINO CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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