Savvy Advisors, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 2003633 NEW YORK, NY

Position in JPM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$22,300,010

+$4,607,757 QoQ

Shares Held

68,127

+13.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.27%

of 13F equity value

Holder Rank

#948

of 5,056 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Savvy Advisors, Inc. holds $43,816,834 across 16 Banks - Diversified names. JPM ranks #1 (50.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	68,127	$22,300,010
2	BAC	Bank Of America Corp /De/	115,321	$6,570,990
3	WFC	Wells Fargo & Company/Mn	50,524	$4,175,303
4	C	Citigroup Inc	23,720	$3,319,851
5	BNY	Bank of New York Mellon Corp	9,136	$1,321,156
6	RY	Royal Bank Of Canada	6,136	$1,269,967
7	BNS	Bank Of Nova Scotia	12,379	$1,074,992
8	ING	Ing Groep NV	19,768	$620,319

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,300,010	68,127	+13.3%	Shares	Sole	2026-08-03
2026-03-31	$17,692,253	60,145	+22.4%	Shares	Sole	2026-05-11
2025-12-31	$15,839,046	49,156	+40.4%	Shares	Sole	2026-01-20
2025-09-30	$11,042,258	35,007	+11.8%	Shares	Sole	2025-11-06
2025-06-30	$9,079,401	31,318	+43.9%	Shares	Sole	2025-08-04
2025-03-31	$5,337,482	21,759	+11.2%	Shares	Sole	2025-05-12
2024-12-31	$4,690,165	19,566	+45.5%	Shares	Sole	2025-02-13
2024-09-30	$2,835,223	13,446	+25.3%	Shares	Sole	2024-11-05
2024-06-30	$2,170,047	10,729	+49.5%	Shares	Sole	2024-08-14
2024-03-31	$1,437,753	7,178	+84.7%	Shares	Sole	2024-05-13
2023-12-31	$661,008	3,886	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.