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Savvy Advisors, Inc.

SEC CIK
0002003633
Latest filing
Aug 3, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Savvy Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
68,127
Value
$22.3M
% of portfolio
0.5%
Quarters held
11
Since Q4 2023
Holdings of JPM by Savvy Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202668,127$22.3M0.5%+7,982+13.3%AddedHolders
Q1 202660,145$17.7M0.5%+10,989+22.4%AddedHolders
Q4 202549,156$15.8M0.5%+14,149+40.4%AddedHolders
Q3 202535,007$11.0M0.5%+3,689+11.8%AddedHolders
Q2 202531,318$9.08M0.6%+9,559+43.9%AddedHolders
Q1 202521,759$5.34M0.5%+2,193+11.2%AddedHolders
Q4 202419,566$4.69M0.6%+6,120+45.5%AddedHolders
Q3 202413,446$2.84M0.6%+2,717+25.3%AddedHolders
Q2 202410,729$2.17M0.7%+3,551+49.5%AddedHolders
Q1 20247,178$1.44M0.8%+3,292+84.7%AddedHolders
Q4 20233,886$660.9K0.6%–No prior filingHolders