SWS Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.59M | Sell |
14,026
-190
| -1% | -$59K | 0.99% | 31 |
|
|
2026
Q1 | $4.18M | Sell |
14,216
-557
| -4% | -$169K | 1.03% | 27 |
|
|
2025
Q4 | $4.76M | Buy |
14,773
+683
| +5% | +$211K | 1.15% | 20 |
|
|
2025
Q3 | $4.44M | Buy |
14,090
+526
| +4% | +$156K | 1.08% | 24 |
|
|
2025
Q2 | $3.93M | Sell |
13,564
-1,084
| -7% | -$277K | 1.06% | 25 |
|
|
2025
Q1 | $3.59M | Buy |
14,648
+346
| +2% | +$88.2K | 1.18% | 20 |
|
|
2024
Q4 | $3.43M | Sell |
14,302
-216
| -1% | -$50.3K | 1.04% | 24 |
|
|
2024
Q3 | $3.06M | Sell |
14,518
-7,202
| -33% | -$1.52M | 0.98% | 27 |
|
|
2024
Q2 | $4.39M | Sell |
21,720
-1,245
| -5% | -$243K | 1.31% | 15 |
|
|
2024
Q1 | $4.6M | Sell |
22,965
-1,492
| -6% | -$269K | 1.38% | 15 |
|
|
2023
Q4 | $4.16M | Buy |
24,457
+1,157
| +5% | +$175K | 1.36% | 16 |
|
|
2023
Q3 | $3.38M | Buy |
23,300
+47
| +0.2% | +$7.04K | 1.25% | 18 |
|
|
2023
Q2 | $3.38M | Sell |
23,253
-1,379
| -6% | -$190K | 1.22% | 16 |
|
|
2023
Q1 | $3.21M | Buy |
24,632
+400
| +2% | +$54.8K | 1.19% | 17 |
|
|
2022
Q4 | $3.25M | Sell |
24,232
-372
| -2% | -$47.1K | 1.54% | 11 |
|
|
2022
Q3 | $2.57M | Buy |
24,604
+568
| +2% | +$65.2K | 1.19% | 18 |
|
|
2022
Q2 | $2.71M | Sell |
24,036
-747
| -3% | -$92.6K | 2.28% | 5 |
|
|
2022
Q1 | $3.39M | Buy |
24,783
+2,969
| +14% | +$438K | 2.22% | 6 |
|
|
2021
Q4 | $3.45M | Buy |
21,814
+4,082
| +23% | +$670K | 1.96% | 8 |
|
|
2021
Q3 | $2.9M | Buy |
17,732
+927
| +6% | +$145K | 1.8% | 13 |
|
|
2021
Q2 | $2.61M | Sell |
16,805
-5,734
| -25% | -$901K | 1.7% | 16 |
|
|
2021
Q1 | $3.43M | Buy |
22,539
+1,183
| +6% | +$170K | 2.36% | 5 |
|
|
2020
Q4 | $2.71M | Sell |
21,356
-747
| -3% | -$83.5K | 1.21% | 20 |
|
|
2020
Q3 | $2.13M | Buy |
22,103
+8,867
| +67% | +$871K | 1.07% | 27 |
|
|
2020
Q2 | $1.28M | Buy |
13,236
+7,086
| +115% | +$672K | 1.63% | 17 |
|
|
2020
Q1 | $554K | Buy |
+6,150
| New | +$747K | 0.4% | 69 |
|
|
2019
Q3 | $807K | Sell |
6,240
-1,034
| -14% | -$117K | 0.48% | 57 |
|
|
2019
Q2 | $834K | Buy |
+7,274
| New | +$802K | 0.53% | 57 |
|
|
2018
Q4 | $733K | Sell |
7,510
-33
| -0.4% | -$3.52K | 0.56% | 57 |
|
|
2018
Q3 | $851K | Buy |
7,543
+1
| +0% | +$114 | 0.54% | 54 |
|
|
2018
Q2 | $786K | Buy |
7,542
+27
| +0.4% | +$2.96K | 0.55% | 55 |
|
|
2018
Q1 | $810K | Buy |
7,515
+107
| +1% | +$12.1K | 0.6% | 52 |
|
|
2017
Q4 | $792K | Buy |
+7,408
| New | +$750K | 0.6% | 49 |
|
Other funds holding JPM
SWS Partners's JPM Position: Q2 2026 in Review
SWS Partners reduced its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, selling an estimated $59K and leaving 14,026 shares worth $4.59M. The position accounts for 0.99% of the portfolio, ranked #31.
SWS Partners first reported a position in JPM in Q4 2017 and has held it in 33 quarters since. The position peaked at $4.76M in Q4 2025. 2,779 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- SWS Partners held 14,026 shares of JPMorgan Chase worth $4.59M as of Q2 2026.
- SWS Partners sold 190 JPMorgan Chase shares in Q2 2026, an estimated $59K.
- JPMorgan Chase made up 0.99% of SWS Partners's portfolio in Q2 2026, its #31 holding.
- SWS Partners first reported a position in JPMorgan Chase in Q4 2017 and has held it in 33 quarters since.
- SWS Partners's JPMorgan Chase position peaked at $4.76M in Q4 2025.
- 2,779 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.