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Savvy Advisors Inc’s JPMorgan Chase JPM Stock Holding History

Savvy Advisors Inc’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
Q2 		$22.3M Buy
68,127
+7,982
+13% +$2.48M 0.47% 42
2026
Q1 		$17.7M Buy
60,145
+10,989
+22% +$3.33M 0.47% 43
2025
Q4 		$15.8M Buy
49,156
+14,149
+40% +$4.38M 0.51% 40
2025
Q3 		$11M Buy
35,007
+3,689
+12% +$1.1M 0.51% 44
2025
Q2 		$9.08M Buy
31,318
+9,559
+44% +$2.44M 0.61% 33
2025
Q1 		$5.34M Buy
21,759
+2,193
+11% +$559K 0.54% 35
2024
Q4 		$4.69M Buy
19,566
+6,120
+46% +$1.43M 0.56% 32
2024
Q3 		$2.84M Buy
13,446
+2,717
+25% +$572K 0.58% 34
2024
Q2 		$2.17M Buy
10,729
+3,551
+49% +$694K 0.71% 28
2024
Q1 		$1.44M Buy
7,178
+3,292
+85% +$594K 0.83% 24
2023
Q4 		$661K Buy
+3,886
New +$589K 0.64% 39

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Savvy Advisors Inc's JPM Position: Q2 2026 in Review

Savvy Advisors Inc increased its JPMorgan Chase (JPM) stake by 13% in Q2 2026, buying an estimated $2.48M and bringing the position to 68,127 shares worth $22.3M. The position accounts for 0.47% of the portfolio, ranked #42.

Savvy Advisors Inc first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Savvy Advisors Inc held 68,127 shares of JPMorgan Chase worth $22.3M as of Q2 2026.
  • Savvy Advisors Inc bought 7,982 JPMorgan Chase shares in Q2 2026, an estimated $2.48M.
  • JPMorgan Chase made up 0.47% of Savvy Advisors Inc's portfolio in Q2 2026, its #42 holding.
  • Savvy Advisors Inc first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.