SF
JPM icon

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
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

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SWP Financial's JPM Position: Q2 2026 in Review

SWP Financial increased its JPMorgan Chase (JPM) stake by 9.8% in Q2 2026, buying an estimated $30.4K and bringing the position to 1,093 shares worth $358K. The position accounts for 0.17% of the portfolio, ranked #55.

SWP Financial first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. 2,767 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • SWP Financial held 1,093 shares of JPMorgan Chase worth $358K as of Q2 2026.
  • SWP Financial bought 98 JPMorgan Chase shares in Q2 2026, an estimated $30.4K.
  • JPMorgan Chase made up 0.17% of SWP Financial's portfolio in Q2 2026, its #55 holding.
  • SWP Financial first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
  • 2,767 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.