JP Morgan Chase
SWIM icon

JP Morgan Chase’s Latham Group SWIM Stock Holding History

JP Morgan Chase’s Portfolio SWIM Stock Details SWIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$611K Sell
118,127
-50,533
-30% -$322K ﹤0.01% 4876
2025
Q4 		$1.07M Buy
168,660
+149,877
+798% +$1.05M ﹤0.01% 4563
2025
Q3 		$143K Sell
18,783
-3,167
-14% -$23.3K ﹤0.01% 5716
2025
Q2 		$140K Buy
21,950
+1,978
+10% +$11.5K ﹤0.01% 5440
2025
Q1 		$128K Buy
19,972
+934
+5% +$6.28K ﹤0.01% 5447
2024
Q4 		$133K Buy
19,038
+741
+4% +$4.96K ﹤0.01% 5645
2024
Q3 		$124K Buy
18,297
+249
+1% +$1.21K ﹤0.01% 5608
2024
Q2 		$54.7K Sell
18,048
-9,436
-34% -$32.9K ﹤0.01% 5816
2024
Q1 		$109K Sell
27,484
-41,759
-60% -$119K ﹤0.01% 5638
2023
Q4 		$182K Sell
69,243
-8,268
-11% -$20.5K ﹤0.01% 5435
2023
Q3 		$217K Sell
77,511
-5,877
-7% -$21.3K ﹤0.01% 5022
2023
Q2 		$309K Sell
83,388
-37,529
-31% -$115K ﹤0.01% 4801
2023
Q1 		$345K Sell
120,917
-92,655
-43% -$325K ﹤0.01% 4723
2022
Q4 		$687K Sell
213,572
-40,415
-16% -$146K ﹤0.01% 4309
2022
Q3 		$912K Buy
253,987
+42,270
+20% +$241K ﹤0.01% 4069
2022
Q2 		$1.47M Buy
211,717
+182,288
+619% +$1.94M ﹤0.01% 3804
2022
Q1 		$390K Sell
29,429
-16,663
-36% -$277K ﹤0.01% 4850
2021
Q4 		$1.15M Buy
46,092
+27,334
+146% +$542K ﹤0.01% 4276
2021
Q3 		$308K Buy
18,758
+5,126
+38% +$119K ﹤0.01% 5008
2021
Q2 		$436K Buy
+13,632
New +$398K ﹤0.01% 4777

Other funds holding SWIM

PCM
Pamplona Capital Management New York $473M AUM 3.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return

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

JP Morgan Chase reduced its Latham Group (SWIM) stake by 30% in Q1 2026, selling an estimated $322K and leaving 118,127 shares worth $611K. The position accounts for ﹤0.01% of the portfolio, ranked #4876.

JP Morgan Chase first reported a position in SWIM in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.47M in Q2 2022. 142 funds tracked by Wall St. Rank hold SWIM as of Q1 2026.

  • JP Morgan Chase held 118,127 shares of Latham Group worth $611K as of Q1 2026.
  • JP Morgan Chase sold 50,533 Latham Group shares in Q1 2026, an estimated $322K.
  • Latham Group made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4876 holding.
  • JP Morgan Chase first reported a position in Latham Group in Q2 2021 and has held it in 20 quarters since.
  • JP Morgan Chase's Latham Group position peaked at $1.47M in Q2 2022.
  • 142 funds tracked by Wall St. Rank held Latham Group as of Q1 2026.

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