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Disclosery

Savant Capital, LLC: JPM position timeline

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

Savant Capital, LLC held 221,096 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 221,096 shares
    Change vs previous 13F +66,950 shares

    0.22% of the 13F portfolio, value $74,352,488.

    13F-HR 0001482880-26-000014 filed by Savant Capital, LLC
    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 154,146 shares
    Change vs previous 13F +13,232 shares

    0.22% of the 13F portfolio, value $45,343,717.

    13F-HR 0001482880-26-000009 filed by Savant Capital, LLC
    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 140,914 shares
    Change vs previous 13F +7,308 shares

    0.26% of the 13F portfolio, value $45,405,458.

    13F-HR 0001482880-26-000005 filed by Savant Capital, LLC
    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/A 133,606 shares
    Change vs previous 13F +1,304 shares

    0.26% of the 13F portfolio, value $42,143,336.

    13F-HR/A 0001482880-26-000008 filed by Savant Capital, LLC
    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/A 132,302 shares
    Change vs previous 13F +9,825 shares

    0.28% of the 13F portfolio, value $38,355,744.

    13F-HR/A 0001482880-26-000007 filed by Savant Capital, LLC
    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/A 122,477 shares
    Change vs previous 13F -39,154 shares

    0.25% of the 13F portfolio, value $30,043,598.

    13F-HR/A 0001482880-26-000006 filed by Savant Capital, LLC
    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 161,631 shares
    Change vs previous 13F +17,627 shares

    0.3% of the 13F portfolio, value $38,744,464.

    13F-HR 0001085146-25-000573 filed by Savant Capital, LLC
    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 144,004 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $30,364,626.

    13F-HR 0001085146-24-005340 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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