Swiss Helvetia Fund shares owned by Jpmorgan Chase & Co
Quarter-by-quarter ownership of Swiss Helvetia Fund (SWZ) shares owned by Jpmorgan Chase & Co
from 13F filings
Historical chart of Jpmorgan Chase & Co investment in Swiss Helvetia Fund
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Quarterly reported holdings in Swiss Helvetia Fund by Jpmorgan Chase & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16k | 2.6k | 6.08 |
| 2025-03-31 | $24k | 2.6k | 9.22 |
| 2024-12-31 | $19k | 2.6k | 7.49 |
| 2024-09-30 | $23k | 2.6k | 8.95 |
| 2024-06-30 | $21k | 2.6k | 8.07 |
| 2024-03-31 | $21k | 2.6k | 7.93 |
| 2023-12-31 | $21k | 2.6k | 8.20 |
| 2023-09-30 | $48k | 6.3k | 7.64 |
| 2023-06-30 | $39k | 4.8k | 8.22 |
| 2023-03-31 | $20k | 2.6k | 7.75 |
| 2022-12-31 | $20k | 2.6k | 7.75 |
| 2022-06-30 | $20k | 2.6k | 7.75 |
| 2022-03-31 | $24k | 2.6k | 9.30 |
| 2021-12-31 | $26k | 2.6k | 10.07 |
| 2021-03-31 | $23k | 2.6k | 8.91 |
| 2020-12-31 | $23k | 2.6k | 8.91 |
| 2020-09-30 | $21k | 2.6k | 8.14 |
| 2020-06-30 | $20k | 2.6k | 7.75 |
| 2020-03-31 | $18k | 2.6k | 6.97 |
| 2019-12-31 | $22k | 2.6k | 8.52 |
| 2019-09-30 | $21k | 2.6k | 8.14 |
| 2019-06-30 | $20k | 2.6k | 7.75 |
| 2019-03-31 | $20k | 2.6k | 7.75 |
| 2018-12-31 | $18k | 2.6k | 6.97 |
| 2018-09-30 | $15k | 1.8k | 8.51 |
| 2018-06-30 | $22k | 1.8k | 12.48 |
| 2018-03-31 | $22k | 1.8k | 12.48 |
| 2017-12-31 | $22k | 1.8k | 12.48 |
| 2017-06-30 | $22k | 1.8k | 12.48 |
| 2017-03-31 | $20k | 1.8k | 11.34 |
| 2016-12-31 | $18k | 1.8k | 10.21 |
| 2016-09-30 | $19k | 1.8k | 10.78 |
| 2016-06-30 | $18k | 1.7k | 10.41 |
| 2016-03-31 | $18k | 1.7k | 10.41 |
| 2015-12-31 | $17k | 1.7k | 10.28 |
| 2014-03-31 | $1.7M | 117k | 14.51 |
| 2013-06-30 | $1.0M | 84k | 12.09 |