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Savvy Advisors, Inc.: JCPB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Savvy Advisors, Inc. on JCPB, newest first. How the timeline and the estimate are built.

Savvy Advisors, Inc. held 7,762 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,762 shares
    Change vs previous 13F +1,100 shares

    0.01% of the 13F portfolio, value $364,369.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,662 shares
    Change vs previous 13F -10,447 shares

    0.01% of the 13F portfolio, value $313,647.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,109 shares
    Change vs previous 13F -7,420 shares

    0.03% of the 13F portfolio, value $810,111.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 24,529 shares
    Change vs previous 13F +2,450 shares

    0.05% of the 13F portfolio, value $1,166,334.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 22,079 shares
    Change vs previous 13F -7,527 shares

    0.07% of the 13F portfolio, value $1,039,038.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 29,606 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,392,666.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).