SWP Financial’s JPMorgan Chase JPM Stock Holding History

SWP Financial’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 Q3	$355K	Sell	1,074 -19	-2%	-$6.65K	0.16%	56
2026 Q2	$358K	Buy	1,093 +98	+10%	+$30.4K	0.17%	55
2026 Q1	$293K	Sell	995 -35	-3%	-$10.6K	0.15%	56
2025 Q4	$332K	Buy	1,030 +23	+2%	+$7.12K	0.17%	54
2025 Q3	$318K	Hold	1,007	–	–	0.16%	56
2025 Q2	$292K	Hold	1,007	–	–	0.16%	59
2025 Q1	$247K	Sell	1,007 -52	-5%	-$13.3K	0.15%	59
2024 Q4	$254K	Hold	1,059	–	–	0.15%	61
2024 Q3	$223K	Buy	1,059 +29	+3%	+$6.11K	0.14%	49
2024 Q2	$208K	Sell	1,030 -12	-1%	-$2.35K	0.14%	49
2024 Q1	$209K	Buy	+1,042	New	+$188K	0.15%	47

Other funds holding JPM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

SWP Financial's JPM Position: Q3 2026 in Review

SWP Financial reduced its JPMorgan Chase (JPM) stake by 1.7% in Q3 2026, selling an estimated $6.65K and leaving 1,074 shares worth $355K. The position accounts for 0.16% of the portfolio, ranked #56.

SWP Financial first reported a position in JPM in Q1 2024 and has held it in 11 quarters since. The position peaked at $358K in Q2 2026. 3,677 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

SWP Financial held 1,074 shares of JPMorgan Chase worth $355K as of Q3 2026.
SWP Financial sold 19 JPMorgan Chase shares in Q3 2026, an estimated $6.65K.
JPMorgan Chase made up 0.16% of SWP Financial's portfolio in Q3 2026, its #56 holding.
SWP Financial first reported a position in JPMorgan Chase in Q1 2024 and has held it in 11 quarters since.
SWP Financial's JPMorgan Chase position peaked at $358K in Q2 2026.
3,677 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on SWP Financial's 13F filing for Q3 2026, filed 23 Oct 2026.