Savant Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.8M | Buy |
175,387
+9,445
| +6% | +$2.74M | 0.32% | 51 |
|
|
2025
Q1 | $40.7M | Buy |
165,942
+4,311
| +3% | +$1.06M | 0.3% | 52 |
|
|
2024
Q4 | $38.7M | Buy |
161,631
+17,627
| +12% | +$4.23M | 0.3% | 55 |
|
|
2024
Q3 | $30.4M | Buy |
144,004
+20,559
| +17% | +$4.34M | 0.25% | 71 |
|
|
2024
Q2 | $25M | Buy |
123,445
+1,248
| +1% | +$252K | 0.25% | 71 |
|
|
2024
Q1 | $24.5M | Sell |
122,197
-780
| -0.6% | -$156K | 0.28% | 65 |
|
|
2023
Q4 | $20.9M | Buy |
122,977
+6,200
| +5% | +$1.05M | 0.27% | 65 |
|
|
2023
Q3 | $16.9M | Sell |
116,777
-2,898
| -2% | -$420K | 0.25% | 73 |
|
|
2023
Q2 | $17.4M | Buy |
119,675
+32,637
| +37% | +$4.75M | 0.27% | 68 |
|
|
2023
Q1 | $11.3M | Buy |
87,038
+14,340
| +20% | +$1.87M | 0.21% | 80 |
|
|
2022
Q4 | $8.71M | Buy |
72,698
+9,582
| +15% | +$1.15M | 0.21% | 62 |
|
|
2022
Q3 | $6.6M | Buy |
63,116
+994
| +2% | +$104K | 0.21% | 70 |
|
|
2022
Q2 | $7M | Buy |
62,122
+2,420
| +4% | +$273K | 0.21% | 66 |
|
|
2022
Q1 | $8.14M | Sell |
59,702
-1,052
| -2% | -$143K | 0.27% | 58 |
|
|
2021
Q4 | $9.62M | Sell |
60,754
-628
| -1% | -$99.4K | 0.31% | 51 |
|
|
2021
Q3 | $10M | Buy |
61,382
+9,384
| +18% | +$1.54M | 0.37% | 42 |
|
|
2021
Q2 | $8.09M | Buy |
51,998
+13,801
| +36% | +$2.15M | 0.33% | 46 |
|
|
2021
Q1 | $5.82M | Buy |
38,197
+888
| +2% | +$135K | 0.31% | 51 |
|
|
2020
Q4 | $4.74M | Sell |
37,309
-3,074
| -8% | -$391K | 0.28% | 55 |
|
|
2020
Q3 | $3.89M | Sell |
40,383
-694
| -2% | -$66.8K | 0.27% | 59 |
|
|
2020
Q2 | $3.86M | Buy |
41,077
+36
| +0.1% | +$3.39K | 0.29% | 57 |
|
|
2020
Q1 | $3.7M | Buy |
41,041
+8,277
| +25% | +$745K | 0.35% | 60 |
|
|
2019
Q4 | $4.57M | Buy |
32,764
+1,011
| +3% | +$141K | 0.56% | 41 |
|
|
2019
Q3 | $3.74M | Buy |
31,753
+2,941
| +10% | +$346K | 0.52% | 47 |
|
|
2019
Q2 | $3.22M | Sell |
28,812
-2,628
| -8% | -$294K | 0.45% | 52 |
|
|
2019
Q1 | $3.18M | Buy |
31,440
+812
| +3% | +$82.2K | 0.6% | 43 |
|
|
2018
Q4 | $2.99M | Buy |
30,628
+3,784
| +14% | +$369K | 0.63% | 41 |
|
|
2018
Q3 | $3.03M | Buy |
26,844
+1,970
| +8% | +$222K | 0.54% | 42 |
|
|
2018
Q2 | $2.59M | Buy |
24,874
+31
| +0.1% | +$3.23K | 0.55% | 38 |
|
|
2018
Q1 | $2.73M | Sell |
24,843
-4,092
| -14% | -$450K | 0.58% | 35 |
|
|
2017
Q4 | $3.09M | Buy |
28,935
+4,940
| +21% | +$528K | 0.65% | 28 |
|
|
2017
Q3 | $2.29M | Buy |
23,995
+287
| +1% | +$27.4K | 0.51% | 35 |
|
|
2017
Q2 | $2.17M | Buy |
23,708
+1,023
| +5% | +$93.5K | 0.51% | 39 |
|
|
2017
Q1 | $1.99M | Buy |
22,685
+765
| +3% | +$67.2K | 0.49% | 39 |
|
|
2016
Q4 | $1.89M | Sell |
21,920
-614
| -3% | -$53K | 0.51% | 39 |
|
|
2016
Q3 | $1.5M | Buy |
22,534
+51
| +0.2% | +$3.4K | 0.41% | 45 |
|
|
2016
Q2 | $1.4M | Buy |
22,483
+2,536
| +13% | +$158K | 0.4% | 45 |
|
|
2016
Q1 | $1.18M | Sell |
19,947
-2,422
| -11% | -$143K | 0.36% | 49 |
|
|
2015
Q4 | $1.48M | Buy |
22,369
+3,673
| +20% | +$243K | 0.46% | 38 |
|
|
2015
Q3 | $1.14M | Buy |
18,696
+1,100
| +6% | +$67.1K | 0.41% | 40 |
|
|
2015
Q2 | $1.19M | Buy |
17,596
+276
| +2% | +$18.7K | 0.4% | 41 |
|
|
2015
Q1 | $1.05M | Sell |
17,320
-582
| -3% | -$35.2K | 0.37% | 49 |
|
|
2014
Q4 | $1.12M | Buy |
17,902
+524
| +3% | +$32.8K | 0.42% | 42 |
|
|
2014
Q3 | $1.05M | Buy |
17,378
+440
| +3% | +$26.5K | 0.45% | 43 |
|
|
2014
Q2 | $976K | Sell |
16,938
-604
| -3% | -$34.8K | 0.42% | 41 |
|
|
2014
Q1 | $1.07M | Buy |
17,542
+247
| +1% | +$15K | 0.49% | 37 |
|
|
2013
Q4 | $1.01M | Buy |
17,295
+70
| +0.4% | +$4.09K | 0.5% | 40 |
|
|
2013
Q3 | $890K | Buy |
17,225
+210
| +1% | +$10.9K | 0.48% | 37 |
|
|
2013
Q2 | $898K | Buy |
+17,015
| New | +$898K | 0.52% | 38 |
|