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JPMorgan Chase & Co. shares owned by SWP Investment Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by SWP Investment Management from 13F filings

Historical chart of SWP Investment Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by SWP Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by SWP Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.4M 12k 294.16
2025-12-31 $3.7M 11k 322.22
2025-09-30 $2.7M 8.5k 315.43
2025-06-30 $2.3M 7.8k 289.91
2025-03-31 $1.9M 7.7k 245.30