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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$53.7K Buy
183
+32
+21% +$9.71K 0.02% 75
2025
Q4 		$48.5K Hold
151
– – 0.02% 83
2025
Q3 		$47.5K Sell
151
-4
-3% -$1.19K 0.02% 78
2025
Q2 		$44.9K Buy
155
+30
+24% +$7.66K 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 +$24.4K 0.01% 93

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Swan Capital's JPM Position: Q1 2026 in Review

Swan Capital increased its JPMorgan Chase (JPM) stake by 21% in Q1 2026, buying an estimated $9.71K and bringing the position to 183 shares worth $53.7K. The position accounts for 0.02% of the portfolio, ranked #75.

Swan Capital first reported a position in JPM in Q2 2024 and has held it in 8 quarters since. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Swan Capital held 183 shares of JPMorgan Chase worth $53.7K as of Q1 2026.
  • Swan Capital bought 32 JPMorgan Chase shares in Q1 2026, an estimated $9.71K.
  • JPMorgan Chase made up 0.02% of Swan Capital's portfolio in Q1 2026, its #75 holding.
  • Swan Capital first reported a position in JPMorgan Chase in Q2 2024 and has held it in 8 quarters since.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.