SWP Investment Management LLC’s JPMorgan Chase JPM Stock Holding History

SWP Investment Management LLC’s Portfolio JPM Stock Details JPM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.4M	Buy
2025 Q4	$3.66M	Buy
2025 Q3	$2.69M	Buy
2025 Q2	$2.25M	Buy
2025 Q1	$1.88M	Buy