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Savvy Advisors, Inc.: JPM position timeline

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

Savvy Advisors, Inc. held 68,127 JPM 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 68,127 shares
    Change vs previous 13F +7,982 shares

    0.48% of the 13F portfolio, value $22,299,904.

    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 60,145 shares
    Change vs previous 13F +10,989 shares

    0.47% of the 13F portfolio, value $17,692,206.

    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 49,156 shares
    Change vs previous 13F +14,149 shares

    0.51% of the 13F portfolio, value $15,838,959.

    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 35,007 shares
    Change vs previous 13F +3,689 shares

    0.51% of the 13F portfolio, value $11,042,340.

    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 31,318 shares
    Change vs previous 13F +9,559 shares

    0.61% of the 13F portfolio, value $9,079,435.

    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 21,759 shares
    Change vs previous 13F +2,193 shares

    0.54% of the 13F portfolio, value $5,337,369.

    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).

  7. period ended2024-12-31
    13F 19,566 shares
    Change vs previous 13F +6,120 shares

    0.56% of the 13F portfolio, value $4,690,177.

    13F-HR 0002003633-25-000002 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).

  8. period ended2024-09-30
    13F 13,446 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,835,259.

    13F-HR 0002003633-24-000005 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).