SFC
JPM icon

Swisher Financial Concepts’s JPMorgan Chase JPM Stock Holding History

Swisher Financial Concepts’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 		$496K Sell
1,515
-1,117
-42% -$347K 0.31% 36
2026
Q1 		$774K Buy
2,632
+28
+1% +$8.5K 0.43% 37
2025
Q4 		$839K Sell
2,604
-30
-1% -$9.29K 0.48% 34
2025
Q3 		$831K Hold
2,634
– – 0.5% 31
2025
Q2 		$764K Sell
2,634
-101
-4% -$25.8K 0.49% 36
2025
Q1 		$671K Buy
2,735
+627
+30% +$160K 0.55% 31
2024
Q4 		$505K Sell
2,108
-625
-23% -$146K 0.6% 32
2024
Q3 		$562K Sell
2,733
-2,348
-46% -$495K 0.35% 50
2024
Q2 		$1.06M Sell
5,081
-501
-9% -$97.9K 1.08% 15
2024
Q1 		$1.09M Sell
5,582
-1,031
-16% -$186K 0.95% 18
2023
Q4 		$1.1M Buy
+6,613
New +$1M 1.06% 20

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Swisher Financial Concepts's JPM Position: Q2 2026 in Review

Swisher Financial Concepts reduced its JPMorgan Chase (JPM) stake by 42% in Q2 2026, selling an estimated $347K and leaving 1,515 shares worth $496K. The position accounts for 0.31% of the portfolio, ranked #36.

Swisher Financial Concepts first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.1M in Q4 2023. 3,416 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Swisher Financial Concepts held 1,515 shares of JPMorgan Chase worth $496K as of Q2 2026.
  • Swisher Financial Concepts sold 1,117 JPMorgan Chase shares in Q2 2026, an estimated $347K.
  • JPMorgan Chase made up 0.31% of Swisher Financial Concepts's portfolio in Q2 2026, its #36 holding.
  • Swisher Financial Concepts first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Swisher Financial Concepts's JPMorgan Chase position peaked at $1.1M in Q4 2023.
  • 3,416 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.