A detailed history of Savvy Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Savvy Advisors, Inc. holds 13,446 shares of JPM stock, worth $3.24 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
13,446
Previous 10,729 25.32%
Holding current value
$3.24 Million
Previous $2.17 Billion 30.65%
% of portfolio
0.58%
Previous 0.71%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$194.9 - $224.8 $529,543 - $610,781
2,717 Added 25.32%
13,446 $2.84 Billion
Q2 2024

Aug 14, 2024

BUY
$180.08 - $204.79 $639,464 - $727,209
3,551 Added 49.47%
10,729 $2.17 Billion
Q1 2024

May 13, 2024

BUY
$167.09 - $200.3 $550,060 - $659,387
3,292 Added 84.71%
7,178 $1.44 Billion
Q4 2023

Feb 08, 2024

BUY
$135.69 - $170.3 $527,291 - $661,785
3,886 New
3,886 $661 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $708B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
Track This Portfolio

Track Savvy Advisors, Inc. Portfolio

Follow Savvy Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Savvy Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Savvy Advisors, Inc. with notifications on news.