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Disclosery

SageGuard Financial Group, LLC: JPM position timeline

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

SageGuard Financial Group, LLC held 14,953 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,953 shares
    Change vs previous 13F +1,780 shares

    0.69% of the 13F portfolio, value $4,894,661.

    13F-HR 0002085853-26-000869 filed by SageGuard Financial Group, 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 13,173 shares
    Change vs previous 13F +2,998 shares

    0.6% of the 13F portfolio, value $3,874,952.

    13F-HR 0002085853-26-000465 filed by SageGuard Financial Group, 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 10,175 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $3,278,659.

    13F-HR 0002085853-26-000111 filed by SageGuard Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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