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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
Q2 		$36.6K Sell
112
-71
-39% -$22K 0.01% 106
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Swan Capital's JPM Position: Q2 2026 in Review

Swan Capital reduced its JPMorgan Chase (JPM) stake by 39% in Q2 2026, selling an estimated $22K and leaving 112 shares worth $36.6K. The position accounts for 0.01% of the portfolio, ranked #106.

Swan Capital first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. The position peaked at $53.7K in Q1 2026. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Swan Capital held 112 shares of JPMorgan Chase worth $36.6K as of Q2 2026.
  • Swan Capital sold 71 JPMorgan Chase shares in Q2 2026, an estimated $22K.
  • JPMorgan Chase made up 0.01% of Swan Capital's portfolio in Q2 2026, its #106 holding.
  • Swan Capital first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
  • Swan Capital's JPMorgan Chase position peaked at $53.7K in Q1 2026.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.