Savant Capital’s JPMorgan Chase JPM Stock Holding History

Savant Capital’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$45.3M	Buy	154,146 +13,232	+9%	+$4.02M	0.22%	70
2025 Q4	$45.4M	Buy	140,914 +7,308	+5%	+$2.26M	0.26%	58
2025 Q3	$42.1M	Buy	133,606 +1,304	+1%	+$388K	0.26%	64
2025 Q2	$38.4M	Buy	132,302 +9,825	+8%	+$2.51M	0.28%	56
2025 Q1	$30M	Sell	122,477 -39,154	-24%	-$9.98M	0.25%	62
2024 Q4	$38.7M	Buy	161,631 +17,627	+12%	+$4.11M	0.3%	55
2024 Q3	$30.4M	Buy	144,004 +20,559	+17%	+$4.33M	0.25%	71
2024 Q2	$25M	Buy	123,445 +1,248	+1%	+$244K	0.25%	71
2024 Q1	$24.5M	Sell	122,197 -780	-0.6%	-$141K	0.28%	65
2023 Q4	$20.9M	Buy	122,977 +6,200	+5%	+$940K	0.27%	65
2023 Q3	$16.9M	Sell	116,777 -2,898	-2%	-$434K	0.25%	73
2023 Q2	$17.4M	Buy	119,675 +32,637	+37%	+$4.49M	0.27%	68
2023 Q1	$11.3M	Buy	87,038 +14,340	+20%	+$1.96M	0.21%	80
2022 Q4	$8.71M	Buy	72,698 +9,582	+15%	+$1.21M	0.21%	62
2022 Q3	$6.6M	Buy	63,116 +994	+2%	+$114K	0.21%	70
2022 Q2	$7M	Buy	62,122 +2,420	+4%	+$300K	0.21%	66
2022 Q1	$8.14M	Sell	59,702 -1,052	-2%	-$155K	0.27%	58
2021 Q4	$9.62M	Sell	60,754 -628	-1%	-$103K	0.31%	51
2021 Q3	$10M	Buy	61,382 +9,384	+18%	+$1.47M	0.37%	42
2021 Q2	$8.09M	Buy	51,998 +13,801	+36%	+$2.17M	0.33%	46
2021 Q1	$5.82M	Buy	38,197 +888	+2%	+$128K	0.31%	51
2020 Q4	$4.74M	Sell	37,309 -3,074	-8%	-$344K	0.28%	55
2020 Q3	$3.89M	Sell	40,383 -694	-2%	-$68.2K	0.27%	59
2020 Q2	$3.86M	Buy	41,077 +36	+0.1%	+$3.42K	0.29%	57
2020 Q1	$3.69M	Buy	41,041 +8,277	+25%	+$1.01M	0.35%	60
2019 Q4	$4.57M	Buy	32,764 +1,011	+3%	+$130K	0.56%	41
2019 Q3	$3.74M	Buy	31,753 +2,941	+10%	+$333K	0.52%	47
2019 Q2	$3.22M	Sell	28,812 -2,628	-8%	-$290K	0.45%	52
2019 Q1	$3.18M	Buy	31,440 +812	+3%	+$83.7K	0.6%	43
2018 Q4	$2.99M	Buy	30,628 +3,784	+14%	+$403K	0.63%	41
2018 Q3	$3.03M	Buy	26,844 +1,970	+8%	+$224K	0.54%	42
2018 Q2	$2.59M	Buy	24,874 +31	+0.1%	+$3.4K	0.55%	38
2018 Q1	$2.73M	Sell	24,843 -4,092	-14%	-$463K	0.58%	35
2017 Q4	$3.09M	Buy	28,935 +4,940	+21%	+$500K	0.65%	28
2017 Q3	$2.29M	Buy	23,995 +287	+1%	+$26.5K	0.51%	35
2017 Q2	$2.17M	Buy	23,708 +1,023	+5%	+$88.3K	0.51%	39
2017 Q1	$1.99M	Buy	22,685 +765	+3%	+$67.5K	0.49%	39
2016 Q4	$1.89M	Sell	21,920 -614	-3%	-$46.8K	0.51%	39
2016 Q3	$1.5M	Buy	22,534 +51	+0.2%	+$3.33K	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%	-$141K	0.36%	49
2015 Q4	$1.48M	Buy	22,369 +3,673	+20%	+$239K	0.46%	38
2015 Q3	$1.14M	Buy	18,696 +1,100	+6%	+$72K	0.41%	40
2015 Q2	$1.19M	Buy	17,596 +276	+2%	+$18K	0.4%	41
2015 Q1	$1.05M	Sell	17,320 -582	-3%	-$34.5K	0.37%	49
2014 Q4	$1.12M	Buy	17,902 +524	+3%	+$31.5K	0.42%	42
2014 Q3	$1.05M	Buy	17,378 +440	+3%	+$25.7K	0.45%	43
2014 Q2	$976K	Sell	16,938 -604	-3%	-$34K	0.42%	41
2014 Q1	$1.06M	Buy	17,542 +247	+1%	+$14.3K	0.49%	37
2013 Q4	$1.01M	Buy	17,295 +70	+0.4%	+$3.83K	0.5%	40
2013 Q3	$890K	Buy	17,225 +210	+1%	+$11.3K	0.48%	37
2013 Q2	$898K	Buy	+17,015	New	+$865K	0.52%	38

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Savant Capital's JPM Position: Q1 2026 in Review

Savant Capital increased its JPMorgan Chase (JPM) stake by 9.4% in Q1 2026, buying an estimated $4.02M and bringing the position to 154,146 shares worth $45.3M. The position accounts for 0.22% of the portfolio, ranked #70.

Savant Capital first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $45.4M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Savant Capital held 154,146 shares of JPMorgan Chase worth $45.3M as of Q1 2026.
Savant Capital bought 13,232 JPMorgan Chase shares in Q1 2026, an estimated $4.02M.
JPMorgan Chase made up 0.22% of Savant Capital's portfolio in Q1 2026, its #70 holding.
Savant Capital first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
Savant Capital's JPMorgan Chase position peaked at $45.4M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.