Savant Capital, LLC Jpmorgan Chase & CO Transaction History

Savant Capital, LLC

$11.7 Billion
Q3 2024

A detailed history of Savant Capital, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Savant Capital, LLC holds 144,004 shares of JPM stock, worth $34.3 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

144,004

Previous 123,445 16.65%

Holding current value

$34.3 Million

Previous $25 Million 21.57%

% of portfolio

0.26%

Previous 0.25%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$194.9 - $224.8 $4.01 Million - $4.62 Million	20,559 Added 16.65%	144,004 $30.4 Million
Q2 2024 Aug 05, 2024	BUY	$180.08 - $204.79 $224,739 - $255,577	1,248 Added 1.02%	123,445 $25 Million
Q1 2024 May 03, 2024	SELL	$167.09 - $200.3 $130,330 - $156,234	-780 Reduced 0.63%	122,197 $24.5 Million
Q4 2023 Feb 05, 2024	BUY	$135.69 - $170.3 $841,278 - $1.06 Million	6,200 Added 5.31%	122,977 $20.9 Million
Q3 2023 Nov 06, 2023	SELL	$143.21 - $158.0 $415,022 - $457,884	-2,898 Reduced 2.42%	116,777 $16.9 Million
Q2 2023 Aug 04, 2023	BUY	$127.47 - $145.44 $4.16 Million - $4.75 Million	32,637 Added 37.5%	119,675 $17.4 Million
Q1 2023 May 02, 2023	BUY	$124.91 - $143.8 $1.79 Million - $2.06 Million	14,340 Added 19.73%	87,038 $11.3 Million
Q4 2022 Feb 06, 2023	BUY	$101.96 - $137.84 $976,980 - $1.32 Million	9,582 Added 15.18%	72,698 $9.75 Million
Q3 2022 Oct 28, 2022	BUY	$20.73 - $120.58 $20,605 - $119,856	994 Added 1.6%	63,116 $6.6 Million
Q2 2022 Jul 22, 2022	BUY	$112.61 - $135.91 $272,516 - $328,902	2,420 Added 4.05%	62,122 $7 Million
Q1 2022 May 05, 2022	SELL	$128.3 - $168.44 $134,971 - $177,198	-1,052 Reduced 1.73%	59,702 $8.14 Million
Q4 2021 Feb 08, 2022	SELL	$153.94 - $171.78 $96,674 - $107,877	-628 Reduced 1.02%	60,754 $9.62 Million
Q3 2021 Nov 12, 2021	BUY	$146.97 - $166.98 $1.38 Million - $1.57 Million	9,384 Added 18.05%	61,382 $10 Million
Q2 2021 Aug 04, 2021	BUY	$147.37 - $166.44 $2.03 Million - $2.3 Million	13,801 Added 36.13%	51,998 $8.09 Million
Q1 2021 May 04, 2021	BUY	$125.65 - $157.65 $111,577 - $139,993	888 Added 2.38%	38,197 $5.82 Million
Q4 2020 Feb 03, 2021	SELL	$96.54 - $127.07 $296,763 - $390,613	-3,074 Reduced 7.61%	37,309 $4.74 Million
Q3 2020 Nov 04, 2020	SELL	$91.28 - $103.82 $63,348 - $72,051	-694 Reduced 1.69%	40,383 $3.89 Million
Q2 2020 Aug 11, 2020	BUY	$84.03 - $113.45 $3,025 - $4,084	36 Added 0.09%	41,077 $3.86 Million
Q1 2020 Apr 30, 2020	BUY	$79.03 - $141.09 $654,131 - $1.17 Million	8,277 Added 25.26%	41,041 $3.7 Million
Q4 2019 Jan 31, 2020	BUY	$111.82 - $139.4 $113,050 - $140,933	1,011 Added 3.18%	32,764 $4.57 Million
Q3 2019 Nov 12, 2019	BUY	$104.8 - $120.23 $308,216 - $353,596	2,941 Added 10.21%	31,753 $3.74 Million
Q2 2019 Aug 06, 2019	BUY	$104.64 - $116.12 $3.01 Million - $3.35 Million	28,812 New	28,812 $3.22 Million
Q1 2019 May 02, 2019	BUY	$97.11 - $107.19 $78,853 - $87,038	812 Added 2.65%	31,440 $3.18 Million
Q4 2018 Feb 05, 2019	BUY	$92.14 - $115.32 $348,657 - $436,370	3,784 Added 14.1%	30,628 $2.99 Million
Q3 2018 Oct 23, 2018	SELL	$103.61 - $118.63 $2.58 Million - $2.95 Million	-24,874 Closed	0 $0
Q2 2018 Aug 07, 2018	BUY	$103.24 - $114.29 $3,200 - $3,542	31 Added 0.12%	24,874 $2.59 Million
Q1 2018 Apr 27, 2018	SELL	$107.01 - $118.77 $437,884 - $486,006	-4,092 Reduced 14.14%	24,843 $2.73 Million
Q4 2017 Jan 31, 2018	BUY	$95.86 - $107.83 $473,548 - $532,680	4,940 Added 20.59%	28,935 $3.09 Million
Q3 2017 Oct 31, 2017	BUY	$88.42 - $95.51 $2.12 Million - $2.29 Million	23,995	23,995 $2.29 Million

Others Institutions Holding JPM

# of Institutions

4,617

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $699B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Savant Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Savant Capital, LLC with notifications on news.

Account

Savant Capital, LLC Jpmorgan Chase & CO Transaction History