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JPMorgan Chase & Co. shares owned by Swisher Financial Concepts

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Swisher Financial Concepts from 13F filings

Historical chart of Swisher Financial Concepts investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Swisher Financial Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Swisher Financial Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $831k 2.6k 315.43
2025-06-30 $764k 2.6k 289.88
2025-03-31 $671k 2.7k 245.30
2024-12-31 $505k 2.1k 239.71
2024-09-30 $562k 2.7k 205.63
2024-06-30 $1.1M 5.1k 208.82
2024-03-31 $1.1M 5.6k 194.55

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Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Msci Equal Weite (EUSA)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Abbott Laboratories (ABT)
Capital Group Dividend Growe Shs Etf (CGDG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for Swisher Financial Concepts

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.