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Swan Capital’s JPMorgan Chase JPM Stock Holding History

Swan Capital’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$44.9K Buy
155
+30
+24% +$8.7K 0.02% 78
2025
Q1 		$30.7K Hold
125
– – 0.01% 77
2024
Q4 		$30K Hold
125
– – 0.01% 80
2024
Q3 		$26.4K Hold
125
– – 0.01% 92
2024
Q2 		$25.3K Buy
+125
New +$25.3K 0.01% 93