JP Morgan Chase
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JP Morgan Chase’s Smith & Wesson SWBI Stock Holding History

JP Morgan Chase’s Portfolio SWBI Stock Details SWBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6,000
Closed -$52.1K – 7712
2025
Q2 		$52.1K Buy
+6,000
New +$56.8K ﹤0.01% 5914
2020
Q4 		– Sell
-75,000
Closed -$1.16M – 5920
2020
Q3 		$1.16M Buy
+75,000
New +$1.33M ﹤0.01% 3563

Other funds holding SWBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase's SWBI Position: Q1 2026 in Review

JP Morgan Chase reduced its Smith & Wesson (SWBI) stake by 11% in Q1 2026, selling an estimated $101K and leaving 64,763 shares worth $932K. The position accounts for ﹤0.01% of the portfolio, ranked #4653.

JP Morgan Chase first reported a position in SWBI in Q2 2013 and has held it in 45 quarters since. The position peaked at $7.17M in Q1 2017. 190 funds tracked by Wall St. Rank hold SWBI as of Q1 2026.

  • JP Morgan Chase held 64,763 shares of Smith & Wesson worth $932K as of Q1 2026.
  • JP Morgan Chase sold 8,347 Smith & Wesson shares in Q1 2026, an estimated $101K.
  • Smith & Wesson made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4653 holding.
  • JP Morgan Chase first reported a position in Smith & Wesson in Q2 2013 and has held it in 45 quarters since.
  • JP Morgan Chase's Smith & Wesson position peaked at $7.17M in Q1 2017.
  • 190 funds tracked by Wall St. Rank held Smith & Wesson as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.