SAI
Savvy Advisors Inc’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.08M | Buy |
31,318
+9,559
| +44% | +$2.77M | 0.61% | 33 |
|
|
2025
Q1 | $5.34M | Buy |
21,759
+2,193
| +11% | +$538K | 0.54% | 35 |
|
|
2024
Q4 | $4.69M | Buy |
19,566
+6,120
| +46% | +$1.47M | 0.56% | 32 |
|
|
2024
Q3 | $2.84M | Buy |
13,446
+2,717
| +25% | +$573K | 0.58% | 34 |
|
|
2024
Q2 | $2.17M | Buy |
10,729
+3,551
| +49% | +$718K | 0.71% | 28 |
|
|
2024
Q1 | $1.44M | Buy |
7,178
+3,292
| +85% | +$659K | 0.83% | 24 |
|
|
2023
Q4 | $661K | Buy |
+3,886
| New | +$661K | 0.64% | 39 |
|