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Swan Global Investments’s JPMorgan Chase JPM Stock Holding History

Swan Global Investments’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$548K Buy
1,889
+296
+19% +$85.8K 0.02% 35
2025
Q1 		$391K Buy
1,593
+465
+41% +$114K 0.01% 35
2024
Q4 		$270K Buy
+1,128
New +$270K 0.01% 41