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JPMorgan Chase & Co. shares owned by Swan Wealth Advisors

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Swan Wealth Advisors from 13F filings

Historical chart of Swan Wealth Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Swan Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Swan Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $497k 1.6k 315.43
2025-06-30 $548k 1.9k 289.91
2025-03-31 $391k 1.6k 245.30
2024-12-31 $270k 1.1k 239.71

More positions owned by Swan Wealth Advisors

Spdr S&p 500 Etf Tr SPY Put Put Option
Spdr S&p 500 Etf Tr Spy (SPY)
Ishares Tr Ivv (IVV)
Select Sector Spdr Tr XLK (XLK)
Pacer Fds Tr PSMJ (PSMJ)
Pacer Fds Tr PSMR (PSMR)
Pacer Fds Tr PSMD (PSMD)
Pacer Fds Tr Psmo (PSMO)
Listed Fd Tr Hegd (HEGD)
Pacer Fds Tr PSCW (PSCW)
Select Sector Spdr Tr XLF (XLF)
Select Sector Spdr Tr Xly (XLY)
Select Sector Spdr Tr XLC (XLC)
Pacer Fds Tr PSCJ (PSCJ)
Pacer Fds Tr PSCQ (PSCQ)

View all positions for Swan Wealth Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.