JP Morgan Chase’s SWK Holdings SWKH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-1,340
| Closed | -$22.6K | – | 8067 |
|
|
2026
Q1 | $22.6K | Sell |
1,340
-2,291
| -63% | -$39.1K | ﹤0.01% | 6498 |
|
|
2025
Q4 | $62.5K | Sell |
3,631
-1,667
| -31% | -$27.5K | ﹤0.01% | 6125 |
|
|
2025
Q3 | $77.1K | Buy |
5,298
+1,527
| +40% | +$22.6K | ﹤0.01% | 6049 |
|
|
2025
Q2 | $55.6K | Sell |
3,771
-4,794
| -56% | -$67.9K | ﹤0.01% | 5883 |
|
|
2025
Q1 | $118K | Sell |
8,565
-7,021
| -45% | -$92.4K | ﹤0.01% | 5484 |
|
|
2024
Q4 | $196K | Buy |
15,586
+7,878
| +102% | +$102K | ﹤0.01% | 5479 |
|
|
2024
Q3 | $106K | Buy |
7,708
+5,332
| +224% | +$72.3K | ﹤0.01% | 5671 |
|
|
2024
Q2 | $32K | Sell |
2,376
-6,000
| -72% | -$81.7K | ﹤0.01% | 6019 |
|
|
2024
Q1 | $116K | Buy |
8,376
+3,660
| +78% | +$49.3K | ﹤0.01% | 5610 |
|
|
2023
Q4 | $65.5K | Buy |
4,716
+1,635
| +53% | +$21.3K | ﹤0.01% | 5911 |
|
|
2023
Q3 | $38.4K | Sell |
3,081
-937
| -23% | -$11.9K | ﹤0.01% | 5884 |
|
|
2023
Q2 | $53.3K | Buy |
4,018
+351
| +10% | +$4.81K | ﹤0.01% | 5700 |
|
|
2023
Q1 | $52K | Buy |
3,667
+597
| +19% | +$8.79K | ﹤0.01% | 5683 |
|
|
2022
Q4 | $43K | Buy |
3,070
+668
| +28% | +$9.83K | ﹤0.01% | 5683 |
|
|
2022
Q3 | $32K | Hold |
2,402
| – | – | ﹤0.01% | 5683 |
|
|
2022
Q2 | $33K | Buy |
+2,402
| New | +$35.8K | ﹤0.01% | 5776 |
|
|
2021
Q3 | – | Sell |
-372
| Closed | -$5K | – | 6786 |
|
|
2021
Q2 | $5K | Sell |
372
-12,899
| -97% | -$169K | ﹤0.01% | 6127 |
|
|
2021
Q1 | $153K | Buy |
13,271
+775
| +6% | +$8.74K | ﹤0.01% | 5256 |
|
|
2020
Q4 | $143K | Buy |
12,496
+7,779
| +165% | +$90.1K | ﹤0.01% | 4911 |
|
|
2020
Q3 | $51K | Buy |
4,717
+167
| +4% | +$1.75K | ﹤0.01% | 4928 |
|
|
2020
Q2 | $43K | Buy |
+4,550
| New | +$45.1K | ﹤0.01% | 4876 |
|
Other funds holding SWKH
JP Morgan Chase's SWKH Position: Q2 2026 in Review
JP Morgan Chase sold out of SWK Holdings (SWKH) in Q2 2026, closing a stake of 1,340 shares — an estimated $22.6K sold.
JP Morgan Chase first reported a position in SWKH in Q2 2020 and held it in 21 quarters. The position peaked at $196K in Q4 2024. 1 fund tracked by Wall St. Rank holds SWKH as of Q2 2026.
- JP Morgan Chase reported no remaining SWK Holdings position as of Q2 2026 after selling out during the quarter.
- JP Morgan Chase sold 1,340 SWK Holdings shares in Q2 2026, an estimated $22.6K.
- JP Morgan Chase first reported a position in SWK Holdings in Q2 2020 and held it in 21 quarters.
- JP Morgan Chase's SWK Holdings position peaked at $196K in Q4 2024.
- 1 fund tracked by Wall St. Rank held SWK Holdings as of Q2 2026.
Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.