Clifford Swan Investment Counsel’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $57M | Sell |
174,259
-3,686
| -2% | -$1.14M | 1.83% | 8 |
|
|
2026
Q1 | $52.3M | Sell |
177,945
-3,047
| -2% | -$925K | 1.78% | 9 |
|
|
2025
Q4 | $58.3M | Sell |
180,992
-4,016
| -2% | -$1.24M | 1.94% | 8 |
|
|
2025
Q3 | $58.4M | Sell |
185,008
-2,725
| -1% | -$810K | 1.94% | 9 |
|
|
2025
Q2 | $54.4M | Sell |
187,733
-4,717
| -2% | -$1.2M | 1.92% | 9 |
|
|
2025
Q1 | $47.2M | Sell |
192,450
-5,213
| -3% | -$1.33M | 1.75% | 10 |
|
|
2024
Q4 | $47.4M | Sell |
197,663
-5,781
| -3% | -$1.35M | 1.7% | 10 |
|
|
2024
Q3 | $42.9M | Sell |
203,444
-4,515
| -2% | -$951K | 1.52% | 12 |
|
|
2024
Q2 | $42.1M | Sell |
207,959
-2,620
| -1% | -$512K | 1.57% | 11 |
|
|
2024
Q1 | $42.2M | Sell |
210,579
-7,359
| -3% | -$1.33M | 1.57% | 11 |
|
|
2023
Q4 | $37.1M | Sell |
217,938
-1,339
| -0.6% | -$203K | 1.44% | 12 |
|
|
2023
Q3 | $31.8M | Buy |
219,277
+1,077
| +0.5% | +$161K | 1.33% | 13 |
|
|
2023
Q2 | $31.7M | Sell |
218,200
-337
| -0.2% | -$46.4K | 1.28% | 15 |
|
|
2023
Q1 | $28.5M | Sell |
218,537
-1,430
| -0.7% | -$196K | 1.19% | 17 |
|
|
2022
Q4 | $29.5M | Buy |
219,967
+468
| +0.2% | +$59.3K | 1.28% | 16 |
|
|
2022
Q3 | $22.9M | Sell |
219,499
-664
| -0.3% | -$76.2K | 1.08% | 21 |
|
|
2022
Q2 | $24.8M | Sell |
220,163
-5,764
| -3% | -$714K | 1.07% | 25 |
|
|
2022
Q1 | $30.8M | Buy |
225,927
+3,047
| +1% | +$450K | 1.14% | 22 |
|
|
2021
Q4 | $35.3M | Sell |
222,880
-1,413
| -0.6% | -$232K | 1.24% | 18 |
|
|
2021
Q3 | $38.1M | Sell |
224,293
-1,086
| -0.5% | -$170K | 1.4% | 12 |
|
|
2021
Q2 | $34.1M | Sell |
225,379
-8,471
| -4% | -$1.33M | 1.29% | 18 |
|
|
2021
Q1 | $35.6M | Sell |
233,850
-211
| -0.1% | -$30.4K | 1.46% | 14 |
|
|
2020
Q4 | $29.7M | Sell |
234,061
-4,217
| -2% | -$471K | 1.3% | 17 |
|
|
2020
Q3 | $22.9M | Sell |
238,278
-2,903
| -1% | -$285K | 1.1% | 26 |
|
|
2020
Q2 | $22.7M | Buy |
241,181
+4,743
| +2% | +$450K | 1.17% | 25 |
|
|
2020
Q1 | $21.3M | Buy |
236,438
+11,144
| +5% | +$1.35M | 1.29% | 18 |
|
|
2019
Q4 | $31.4M | Buy |
225,294
+421
| +0.2% | +$54K | 1.52% | 14 |
|
|
2019
Q3 | $26.5M | Sell |
224,873
-2,585
| -1% | -$292K | 1.37% | 20 |
|
|
2019
Q2 | $25.4M | Buy |
227,458
+1,647
| +0.7% | +$182K | 1.34% | 19 |
|
|
2019
Q1 | $22.9M | Sell |
225,811
-581
| -0.3% | -$59.9K | 1.23% | 26 |
|
|
2018
Q4 | $22.1M | Buy |
226,392
+3,922
| +2% | +$418K | 1.34% | 21 |
|
|
2018
Q3 | $25.1M | Sell |
222,470
-932
| -0.4% | -$106K | 1.31% | 19 |
|
|
2018
Q2 | $23.3M | Buy |
223,402
+70
| +0% | +$7.68K | 1.3% | 20 |
|
|
2018
Q1 | $24.6M | Sell |
223,332
-6,956
| -3% | -$788K | 1.39% | 16 |
|
|
2017
Q4 | $24.6M | Buy |
230,288
+6,585
| +3% | +$667K | 1.34% | 16 |
|
|
2017
Q3 | $21.4M | Sell |
223,703
-2,081
| -0.9% | -$192K | 1.29% | 20 |
|
|
2017
Q2 | $20.6M | Sell |
225,784
-4,243
| -2% | -$366K | 1.29% | 18 |
|
|
2017
Q1 | $20.2M | Sell |
230,027
-30,155
| -12% | -$2.66M | 1.29% | 20 |
|
|
2016
Q4 | $22.5M | Sell |
260,182
-5,007
| -2% | -$382K | 1.5% | 14 |
|
|
2016
Q3 | $17.7M | Sell |
265,189
-1,725
| -0.6% | -$112K | 1.19% | 25 |
|
|
2016
Q2 | $16.6M | Sell |
266,914
-6,348
| -2% | -$396K | 1.15% | 25 |
|
|
2016
Q1 | $16.2M | Buy |
273,262
+3,835
| +1% | +$224K | 1.1% | 25 |
|
|
2015
Q4 | $17.8M | Sell |
269,427
-6,339
| -2% | -$413K | 1.22% | 22 |
|
|
2015
Q3 | $16.8M | Sell |
275,766
-8,467
| -3% | -$555K | 1.2% | 23 |
|
|
2015
Q2 | $19.3M | Sell |
284,233
-9,357
| -3% | -$611K | 1.29% | 24 |
|
|
2015
Q1 | $17.8M | Sell |
293,590
-2,181
| -0.7% | -$129K | 1.17% | 28 |
|
|
2014
Q4 | $18.5M | Sell |
295,771
-332
| -0.1% | -$20K | 1.22% | 27 |
|
|
2014
Q3 | $17.8M | Sell |
296,103
-1,945
| -0.7% | -$114K | 1.22% | 27 |
|
|
2014
Q2 | $17.2M | Sell |
298,048
-4,209
| -1% | -$237K | 1.16% | 31 |
|
|
2014
Q1 | $18.4M | Sell |
302,257
-14,244
| -5% | -$823K | 1.29% | 29 |
|
|
2013
Q4 | $18.5M | Sell |
316,501
-682
| -0.2% | -$37.4K | 1.34% | 26 |
|
|
2013
Q3 | $16.4M | Buy |
317,183
+867
| +0.3% | +$46.5K | 1.31% | 27 |
|
|
2013
Q2 | $16.7M | Buy |
+316,316
| New | +$16.1M | 1.39% | 22 |
|
Other funds holding JPM
Clifford Swan Investment Counsel's JPM Position: Q2 2026 in Review
Clifford Swan Investment Counsel reduced its JPMorgan Chase (JPM) stake by 2.1% in Q2 2026, selling an estimated $1.14M and leaving 174,259 shares worth $57M. The position accounts for 1.83% of the portfolio, ranked #8.
Clifford Swan Investment Counsel first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $58.4M in Q3 2025. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Clifford Swan Investment Counsel held 174,259 shares of JPMorgan Chase worth $57M as of Q2 2026.
- Clifford Swan Investment Counsel sold 3,686 JPMorgan Chase shares in Q2 2026, an estimated $1.14M.
- JPMorgan Chase made up 1.83% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #8 holding.
- Clifford Swan Investment Counsel first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
- Clifford Swan Investment Counsel's JPMorgan Chase position peaked at $58.4M in Q3 2025.
- 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.