Savant Capital, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1482880 ROCKFORD, IL

Position in JPM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$72,371,353

+$27,027,766 QoQ

Shares Held

221,096

+43.4% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

#492

of 5,048 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 64% Shared 16% None 19%

Financial Services · as of Jun 30, 2026

Savant Capital, LLC holds $155,616,141 across 19 Banks - Diversified names. JPM ranks #1 (46.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	221,096	$72,371,353
2	WFC	Wells Fargo & Company/Mn	230,611	$19,057,693
3	BAC	Bank Of America Corp /De/	297,268	$16,938,330
4	C	Citigroup Inc	45,566	$6,377,417
5	HSBC	Hsbc Holdings PLC	56,069	$5,331,601
6	MUFG	Mitsubishi Ufj Financial Group Inc	262,577	$5,222,656
7	BNY	Bank of New York Mellon Corp	32,543	$4,706,043
8	RY	Royal Bank Of Canada	19,807	$4,099,454

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$72,371,353	221,096	+43.4%	Shares	Sole	2026-08-10
2026-03-31	$45,343,587	154,146	+9.4%	Shares	Sole	2026-05-04
2025-12-31	$45,405,309	140,914	+5.5%	Shares	Sole	2026-02-10
2025-09-30	$42,143,340	133,606	+1.0%	Shares	Sole	2026-03-04
2025-06-30	$38,355,672	132,302	+8.0%	Shares	Sole	2026-03-04
2025-03-31	$30,043,608	122,477	-24.2%	Shares	Sole	2026-03-04
2024-12-31	$38,744,567	161,631	+12.2%	Shares	Sole	2025-01-29
2024-09-30	$30,364,683	144,004	+16.7%	Shares	Sole	2024-11-04
2024-06-30	$24,967,985	123,445	+1.0%	Shares	Sole	2024-08-05
2024-03-31	$24,476,059	122,197	-0.6%	Shares	Sole	2024-05-06
2023-12-31	$20,918,387	122,977	+5.3%	Shares	Sole	2024-02-05
2023-09-30	$16,935,000	116,777	-2.4%	Shares	Sole	2023-11-07
2023-06-30	$17,405,532	119,675	+37.5%	Shares	Sole	2023-08-04
2023-03-31	$11,341,921	87,038	+19.7%	Shares	Sole	2023-05-03
2022-12-31	$9,748,801	72,698	+15.2%	Shares	Sole	2023-02-13
2022-09-30	$6,595,622	63,116	+1.6%	Shares	Sole	2022-10-31
2022-06-30	$6,995,558	62,122	+4.1%	Shares	Sole	2022-07-22
2022-03-31	$8,138,576	59,702	-1.7%	Shares	Sole	2022-05-05
2021-12-31	$9,620,395	60,754	-1.0%	Shares	Sole	2022-02-08
2021-09-30	$10,047,619	61,382	+18.0%	Shares	Sole	2021-11-12
2021-06-30	$8,087,768	51,998	+36.1%	Shares	Sole	2021-08-04
2021-03-31	$5,814,729	38,197	+2.4%	Shares	Sole	2021-05-04
2020-12-31	$4,740,854	37,309	-7.6%	Shares	Sole	2021-02-03
2020-09-30	$3,887,671	40,383	-1.7%	Shares	Sole	2020-11-04
2020-06-30	$3,863,702	41,077	+0.1%	Shares	Sole	2020-08-11
2020-03-31	$3,694,921	41,041	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.