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Disclosery

Sagewood Asset Management LP: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sagewood Asset Management LP on JPM, newest first. How the timeline and the estimate are built.

Sagewood Asset Management LP held 25,880 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,880 shares
    Change vs previous 13F +2,284 shares

    1.92% of the 13F portfolio, value $8,471,300.

    13F-HR 0001172661-26-002892 filed by Sagewood Asset Management LP
    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 23,596 shares
    Change vs previous 13F -1,438 shares

    2.17% of the 13F portfolio, value $6,940,999.

    13F-HR 0001172661-26-001796 filed by Sagewood Asset Management LP
    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 25,034 shares
    Change vs previous 13F not available

    2.86% of the 13F portfolio, value $8,066,455.

    13F-HR 0001172661-26-000956 filed by Sagewood Asset Management LP
    Filed (acceptance time not in the bulk data set), ingested

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